- WSFS Bank (Greenville, DE)
- …and technology to support recordkeeping and payment historyInterface with Trust Operations Service Partners and other internal partiesMinimum Requirements: ... the people, businesses, and Communities we serveWe Stand For Service (R) is more than part of our name, it's...our name, it's our mission and our purposeThe Fiduciary Specialist is responsible for supporting the Trust Officers by… more
- Morgan Stanley (New York, NY)
- …rank in the industry in quality and service . As part of the Restricted Securities Specialist Team you will devote your time to performing due diligence and ... approving transactions related to restricted and control securities . You will liaise with Financial Advisors and their...Financial Advisors and Branch Management partners in the EFS service model including guidance and education on the rules… more
- MassMutual (Springfield, MA)
- …Opportunity** As a critical member of a specialized team, the Investment Cash & Securities Specialist will work with the Corporate Units, Lines of Business ... investment operations experience; prefer experience in back-office securities operations (reconciliation of cash to receivables/payables, technical… more
- Amazon (New York, NY)
- …strategic initiatives. You will also be working with cross-functional team members, specialist teams, and AWS Partners. You empower your customers to solve ... operational expertise. Do you look around corners for ways to engage and service customers? Are you passionate about the Capital markets industry, and using… 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 Lead Institutional Investment Operations Specialist to join our Asset Services team as part of Corporate and… more
- Wells Fargo (Charlotte, NC)
- …Manage client account onboarding, cash payments, customer service , funding operations , custodial operations , securities settlement services, structured ... **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist Military Apprentice for our Corporate and Investment Banking… more
- SMBC (White Plains, NY)
- …and buying channel strategies and operational procedures. Reporting to the Purchasing Operations Supervisor, the Purchasing Operations Specialist plays a ... and supporting purchase transactions through the Coupa system. The Purchasing Operations Specialist supports both internal stakeholders and suppliers with… more
- Guardian Life (Holmdel, NJ)
- The Operations Sr Specialist will serve as the expert on all aspects of our managed account model management, trading platform, annuity operations as well as ... Account Proposals as well as our Digital strategy. The Operations Sr Specialist will intimately understand how...in a fast-paced environment where best in class customer service is your standard. You are patient, empathetic, detail… more
- Morgan Stanley (Seattle, WA)
- …each other to process all tasks throughout the day. ABOUT THE ROLE The Investment Operations Specialist works closely with the team on ensure all sponsors have ... its workforce (M/F/Disability/Vet). **Job:** **Asset/Investment Management* **Title:** * Investment Operations Specialist - Parametric* **Location:** *Washington-Seattle* **Requisition… more
- JPMorgan Chase (Columbus, OH)
- The Chase Wealth Management Lending Product Specialist (LPS) Vice President serves as a regionally aligned point of contact for all securities -based lending ... providing seamless execution of all new lending requests. The Lending Product Specialist is responsible for driving broader awareness of our lending capabilities and… more
- TD Bank (New York, NY)
- …hiring in Mt. Laurel, NJ, New York, NY and Boston, MA. The Wealth Operations Business Mgmt. Specialist manages a diverse portfolio of business management ... Undertakes and completes a variety of complex projects and initiatives requiring specialist knowledge and/or the integration of cross functional processes within own… more
- ElectriCities of North Carolina (Raleigh, NC)
- …Agency and ElectriCities accounts. + Daily management of all monies and investment securities of both short-term and long-term funds for all NCEMPA accounts, managed ... + Direct the settlement of all purchases, sales and activities of investment securities between the Agencies' brokers/dealers and/or banks. + Process and verify all… more
- Charles Schwab (Phoenix, AZ)
- …and transform the finance industry together. The Managed and Advised Account Operations Advisor Services (MAAO) team performs a variety of functions primarily on ... the Advisor Services of Schwab's business . We service Registered Investment Advisors, as well as third party and propriety Money Managers all over the country that… more
- US Tech Solutions (Boston, MA)
- …and verification, processing and recording and reporting and reconciliation. + The Operations Specialist must have the ability to identify market related ... 3 days in office** + Candidate is responsible for performing specialized operational securities processing activities in support of the firm's business lines. + This… more
- S&P Global (New York, NY)
- …**Grade Level (for internal use):** 12 **The Team:** The Corporate actions and Securities processing segment sits within S&P Global Market Intelligence and is an ... market segments to reduce risk, increase operational Efficiency and enhance client service quality by helping them streamline, optimize and automate their complex… more
- Morgan Stanley (New York, NY)
- …financial services leader with three core businesses - Institutional Securities , Wealth Management, and Investment Management. Morgan Stanley Wealth Management ... offers a variety of lending, deposit, and cash management solutions such as securities -based loans, home loans, and cash management accounts. PBG is responsible for… more
- US Bank (St. Paul, MN)
- …**Job Description** **_Department: Wealth, Corporate, Commercial and Institutional Banking (WCIB) Operations - Custody Operations - Settlements and Entitlements ... sizes established by clients for various purposes. Accountable for setting up securities , general account and asset level maintenance with some level of supervision.… more
- Office of the Comptroller of the Currency (Washington, DC)
- Summary As an Emergency Management Specialist in Administrative Operation, Office of Security, you will be responsible for the emergency management program and ... assist with the Continuity of Operations Planning (COOP) activities at the OCC. This position...located in Washington, DC. Responsibilities As an Emergency Management Specialist , you will: Develop, plan, execute, and manage a… more
- US Tech Solutions (Boston, MA)
- …to the client's counterparty instruction. Prepares communication of settlement of securities in different markets to the client's custodian. Monitors and resolves ... Provides feedback on client's counterparty performance. Provides superior client service to ensure client satisfaction and reference ability. Responds to… more
- US Tech Solutions (Boston, MA)
- …to the client's counterparty instruction. + Prepares communication of settlement of securities in different markets to the client's custodian. + Monitors and ... + Provides feedback on client's counterparty performance. + Provides superior client service to ensure client satisfaction and reference ability. + Responds to… more
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