- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist . This role is critical for the setup, ongoing support, and expansion of ... Some of the key responsibilities include: + The Senior Securities Operations Specialist will own...regression testing for accuracy. + Lead, execute and Operationalize Service Chat across the ICC, both for Client and… more
- 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
- PNC (Overland Park, KS)
- …and have an opportunity to contribute to the company's success. As an Operations Production Support Specialist within PNC's Midland organization, you will be ... Dallas, or Birmingham. **Job Description** + Leads a critical operational support service , process, capability or initiative within an operational unit and ensures… 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
- 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
- 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
- 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
- Wesleyan University (Middletown, CT)
- …Reporting to the Director, Operations and Investments, the Fund Operations Specialist will work alongside an eight-person investment team managing ... a $1.6 billion endowment. The Fund Operations Specialist will play a crucial role...operations , including: + Daily reconciliation of cash and securities transactions with banking and brokerage partners. + Monthly… more
- Raymond James Financial, Inc. (Pittsburgh, PA)
- **Job Description** **Summary of the Position:** The Treasury Management Operations Specialist manages the Treasury Management client agreements and all ... provides clients with training, ongoing support, and troubleshooting. The Treasury Management Operations Specialist will maintain a solid understanding of Remote… more
- Bank of America (Scranton, PA)
- Sr. Accounting Specialist - Global Payment Operations Reconciliation Center of Excellence Scranton, Pennsylvania;Phoenix, Arizona; Newark, Delaware **Job ... risks from occurring during the settlement of cash and securities each day. The Global Payment Operations ...Demonstrates an understanding of workflow processes and adheres to Service Level Agreements and federal and state laws, rules,… more
- Adecco US, Inc. (New York, NY)
- …** 12-Month Assignment, 34/hr **Job Description:** The **Settlements Operations Specialist ** supports **Fixed Income Repo securities ** across **Global US and ... **Risk management and compliance expertise** 3. **Strong problem-solving and client service skills** **Qualifications:** + Experience in **settlements operations … more
- Wells Fargo (Charlotte, NC)
- …monitoring of cash payments, customer service , project support, funding operations , custodial operations , securities settlement services, structured loan ... Job Description **About this role:** Wells Fargo is seeking an Institutional Investment Operations Specialist to join the Funding Operations Team as part of… 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
- Wells Fargo (Charlotte, NC)
- …trade flow functions including client account onboarding, cash payments, customer service , funding or custodial operations , securities settlement ... **About this role:** Wells Fargo is seeking a(n) Lead Institutional Investment Operations Specialist in Commercial and Corporate & Investment Banking Audit,… more
- Citizens (Johnston, RI)
- Description The role of Wealth Management - Wealth Operations Specialist provides candidates with an introduction into the world of Investment Products via the ... delivery of world class customer service in our Contact Center. Candidates will be part...Center. Candidates will be part of an integrated Investment Operations workforce and collaborate with departments responsible for opening/maintaining… 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
- SMBC (Los Angeles, CA)
- …SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130 ... in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc.,… more
- Truist (Richmond, VA)
- …activities may change from time to time. + Assist with the day-to-day operations by processing tasks within the department(s) and maintaining excellent service ... error corrections for the front office. + Research and write off worthless securities if eligible. + Daily/Monthly reconciliation of inventory and error accounts for… 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
- TD Bank (New York, NY)
- …more specific details for this role. **Job Description:** Preferred Qualifications TD Securities , the wholesale trading subsidiary of TD Bank is seeking a ... require the individual to interface with technology, audit, risk management and operations teams regularly. **Job Overview:** We are seeking a proactive **Platform … more
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