- 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 ... Demonstrate subject matter expert (SME) level knowledge of traded securities asset types as well as securities ...solve complex issues and make decisions + Strong customer service skills + Ability to think with a growth… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist as part of the National Wire Administration team within Wealth and ... client account onboarding, cash payments, customer service , funding operations , custodial operations , securities settlement services, structured… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Securities Operations Specialist as part of the National Wire Administration team within Wealth and Investment ... client account onboarding, cash payments, customer service , funding operations , custodial operations , securities settlement services, structured… more
- Truist (Wilson, NC)
- …review the following job description:** JOB SUMMARY This position supports the Securities Operations unit for the Wealth Management business. This includes ... requested. + Act as Subject Matter Expert (SME) for Securities Operations for processes assigned. + Respond...business related field + Certification as a Certified Trust Operations Specialist or equivalent. + Some project… more
- TD Bank (New York, NY)
- …manage and influence effectively within a matrix environment + Excellent customer service orientation and a professional approach; including ability to interact with ... flexible culture **Customer Accountabilities:** + Understands and supports the Banks Customer Service Strategy + Considers the impact of advice and decisions on the… more
- Commerce Bank (Kansas City, MO)
- …compensation range for some roles. This compensation range is for the Senior Income Specialist - Wealth Operations job and contemplates a wide range of factors ... is to monitor and ensure timely posting of all securities related dividends, interest, call/maturity, pledge and principal pay-down...solve complex issues and make decisions + Strong customer service skills + Ability to think with a growth… more
- Commerce Bank (Kansas City, MO)
- …range for some roles. This compensation range is for the Senior Corporate Actions Specialist - Wealth Operations job and contemplates a wide range of factors ... Demonstrate subject matter expert (SME) level knowledge of traded securities asset types as well as securities ...solve complex issues and make decisions. + Strong customer service skills + Ability to think with a growth… more
- MyFlorida (Tallahassee, FL)
- …. Requisition No: 846694 Agency: Office of Financial Regulation Working Title: FINANCIAL SPECIALIST - 43001745 Pay Plan: Career Service Position Number: 43001745 ... FINANCIAL SPECIALIST - 43001745 Date: Feb 13, 2025 The State Personnel System is an E-Verify employer. For more information click on our E-Verify Website… more
- DuPont (Wilmington, DE)
- …excellence. Overall Function: The primary role of the NA Tyvek(R) Garments Commercial Operations Specialist is to support the segment's marketing, sales and ... customer service team's critical operating tasks, ensuring they have the...and support they need to drive sales. The Commercial Operations Specialist will manage and organize data… 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
- MUFG (Tempe, AZ)
- …the entire department by collaborating with management, product managers, Commercial Loan Operations Services, Trade Service Operations , Payment ... of our recruitment team will provide more details. **Job Summary:** The Operations Technical Learning Specialist will develop and execute internal learning… more
- Charles Schwab (Orlando, FL)
- …mentor your peers. **What you have** + 2+ years' experience in client service or operations with brokerage/financial industry preferred. + Bachelor's degree or ... **Your opportunity** Charles Schwab's CS&S Tier 2 Move Money Support Specialist is responsible for risk prevention, processing of money movements, and education of… more
- KeyBank (Brooklyn, OH)
- …per business needs. **POSITION SUMMARY** The Mutual Funds Receipts & Distributions Senior Specialist supports Key Private Bank (KPB) and IA in the free movement of ... mutual fund securities into and out of accounts custodied by Key...and housed on the Global Plus system. The Senior Specialist is responsible for Mutual Fund Account to Account… 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
- Raymond James Financial, Inc. (Hunt Valley, MD)
- **Job Description** The Operations Specialist will be responsible for analyzing financial data, preparing reports, and providing insights to support strategic ... information. + Work independently. + Provide a high level of customer service . **Education/Previous Experience** + Associates Degree and a minimum of two (2)… more
- Raymond James Financial, Inc. (Pittsburgh, PA)
- **Job Description** Responsibilities: Provide advanced product/ service information and respond to complex customer questions about the product/ service . Record ... further information or explanation. Help drive customer renewals through exceptional service , supporting the sales teams as required. Identify, within the team,… more
- Ally (Raleigh, NC)
- …evolving, so shouldn't your opportunities be, too? **The Opportunity** The Senior Specialist for Invest Advisors is responsible for the management and execution of ... activities for the Ally Invest Advisors business line. In this role, the Specialist is accountable for ensuring that all trading activities are performed and in… more
- JPMorgan Chase (San Francisco, CA)
- …solutions for our Clients through field engagement and support of the Lending Specialist organization. As an Analyst, Lending Specialist within Wealth Management ... This role will provide exposure to a breadth of client solutions including securities based, margin, mortgage, and custom lending solutions. To be successful in this… more
- Robert Half Office Team (Newark, DE)
- …are offering a long term contract employment opportunity for a Data Entry Specialist Intermediate in Newark, Delaware, United States. In this role, you'll be ... accounts and taking necessary actions * Updating account management static requests for Securities Lending * Adjusting the price of securities as per stakeholder… more
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