- Commerce Bank (Kansas City, MO)
- …of the compensation range for some roles. This compensation range is for the Senior Securities Specialist - Wealth Operations job and contemplates a wide ... + Research and make informed decisions related to Worthless Securities + Monitor various pricing and asset set-up reports...solve complex issues and make decisions + Strong customer service skills + Ability to think with a growth… more
- Wells Fargo (Salt Lake City, UT)
- …matters with financial impact and risk **Required Qualifications:** + 4+ years of Securities Operations experience, or equivalent demonstrated through one or a ... Execute on Speech Analytics related risk deliverables across WIM Operations + He/she will be responsible for creating and...leading and executing Speech Analytics process across the ICC Service Teams + Should be adept at statistical modeling,… more
- Citigroup (Jersey City, NJ)
- …margin and collateral, with a strong appreciation of margin regulations, securities products, practices and risks, and/or product/ service design, execution ... perspectives, maintaining a balanced and fresh viewpoint. **Job Family Group:** Operations - Transaction Services **Job Family:** Securities and Derivatives… more
- Charles Schwab (Phoenix, AZ)
- …"challenge the status quo" and transform the finance industry together. As a Fixed Income Service Specialist , you would operate in a dual capacity to support our ... guidance as it relates to their fixed income, and service needs. + Engage clients - Deliver a great...Active and valid series 7 & 63 (or 66) securities licenses required + Aptitude and willingness for learning… more
- PNC (Pittsburgh, PA)
- …have an opportunity to contribute to the company's success. As an Accounting Specialist Senior within PNC's Capital Markets Finance organization, you will be based ... PNC Capital Markets forward. PNCCM is registered as a securities broker and dealer, and we provide support to...management. Key stakeholders include Bank Accounting, LOB Finance, Risk, Operations , Compliance and Legal. * Participate in the annual… more
- Deloitte (Columbus, OH)
- Manager/ Specialist Master, Operations & Technology Transformation, Insurance, Guidewire Integration & Configuration What we do Operations and Technology ... in the world, serving over 90% of Fortune 500 banking, insurance, securities , investment management, and real estate companies. Candidate profile The ideal candidate… more
- PNC (Pittsburgh, PA)
- …and have an opportunity to contribute to the company's success. As an Operations Production Support Specialist within PNC's Fund Accounting organization, you ... as well as additional in-office days as needed. The Operations Production Support Specialist will be part...will meet the following qualifications: - accounting experience - securities processing experience - understand assets and asset setup… more
- Federal Reserve Bank (Cincinnati, OH)
- …first shift hours Monday-Friday 7am-3:30pm** **Organizational Expectations** : As a cash operations specialist as part of the paying and receiving team ... in the cash operations area, you will ensure the appropriate circulation of...to handle sensitive information with confidentiality + Comprehensive customer service , communication, and interpersonal skills + Proficient computer skills… more
- Wells Fargo (Charlotte, NC)
- …Manage client account onboarding, cash payments, customer service , funding operations , custodial operations , securities settlement services, structured + ... role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist **In this role, you will:**...Qualifications:** + Experience leading & training others + Client service focus with the ability to analyze, research, and… more
- Broadridge Financial Solutions (Newark, NJ)
- …come join the Broadridge team. Broadridge is hiring! Were seeking a Corporate Actions Operations Specialist to join our dynamic team for a contract opportunity. ... events, Mandatory events, Fixed Income, Class Actions, Bankruptcy, Proxy and physical securities processing + Provide exceptional client service to our… more
- US Tech Solutions (Newark, NJ)
- …way, come join the Client team. Client is hiring! We're seeking a Corporate Actions Operations Specialist to join our dynamic team for a contract opportunity. In ... events, Mandatory events, Fixed Income, Class Actions, Bankruptcy, Proxy and physical securities processing Provide exceptional client service to our outsourcing… more
- Charles Schwab (El Paso, TX)
- …and procedures. **What you have** + 2-5 years' experience in client service or operations with brokerage/financial industry highly preferred. + Bachelor's ... interaction through clients' eyes. As a **Move Money Solutions Specialist ** , you will promote client loyalty by providing...partners, and external clients, and provide "best in class" service by: + Effectively handling and evaluating risk while… more
- S&P Global (New York, NY)
- …enabling them to enter new markets, reduce risk, increase profitability, and improve service standards. We do this by seamlessly managing the huge volume and complex ... processing of all core post-trade services. These include asset servicing, securities and cash processing, and post-trade analytics. Our team of experts supports our… more
- Federal Reserve Bank (Cleveland, OH)
- …+ Basic math and problem solving + Basic knowledge of cash operations and the prescribed operating procedures, safety, security, and compliance and/or production ... to handle sensitive information with confidentiality + Comprehensive customer service , communication, and interpersonal skills + Proficient computer skills including… more
- Truist (Richmond, VA)
- …Responsible for protecting the firm from inherent risks from securities transactions. Responsible for reviewing and approving money movement transactions. ... equivalent education, training and work-related experience 2. Provide high-quality client service 3. Ability to handle multiple assignments; work under pressure in… more
- Wells Fargo (Salt Lake City, UT)
- **About this role:** Wells Fargo is seeking a Customer Service Specialist Licensed **In this role, you will:** + Participate in supporting internal and external ... customers by providing a variety of support services in account management, operations , documentation, customer service and technical support and identify… more
- UMB Bank (St. Louis, MO)
- …and trading, underwriting, and more. Our highly tenured team and personal service , paired with our strong underwriting capabilities, market insight and consistent ... backing uniquely position us to serve our clients. The Fixed Income Specialist role provides administrative support to sales associates and customer service… more
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities , investment management and wealth management services. The Firm's employees serve ... settlement of restricted trades. An important part of the service provided by EFS includes education and guidance to...As an Ultra High New Worth (UHNW) Rule 10b5-1 Specialist under EFS this position will be responsible for… more
- Federal Reserve Bank (Chicago, IL)
- …to financial institutions via FedLine(R) Solutions, Fedwire(R), National Settlement Service (NSS), FedNowSM, FedCash(R), FedACH(R), and Check Services. We are ... more robust and unified customer experience across our financial service offerings, and we will create new career growth...and our broader community. Summary: As a FRFS Cloud Specialist (AWS)/ SRE you will serve as a lead… more
- Citigroup (Tampa, FL)
- …Penetrate client organization and cultivate client contacts working with the Sales Specialist , Operations and Client Delivery to deliver superior client ... The Account Management Lead Specialist is a strategic professional who closely follows...significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility… more
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