- Charles Schwab (Indianapolis, IN)
- …a variety of subject matters including Schwab client tax reporting, cost basis, corporate actions, securities operations , distributions, and client reporting ... Tax, Cost Basis, Corporate Actions, Distributions, Proxy, Class Action, and Securities Operations . + Anticipate client issues and problems and proactively… more
- TD Bank (New York, NY)
- …can provide you more specific details for this role **Job Description:** At TD Securities , the Investment Banking Credit function is an integral part of the full ... we offer under Investment Banking. Our Investment Banking professionals provide corporate and institutional clients with capital markets and banking advice and… more
- TD Bank (New York, NY)
- …Location** : United States of America **Hours:** 40 **Line of Business:** TD Securities **Pay Detail:** $150,000 - $200,000 USD TD is committed to providing fair ... GTB is comprised of four business lines: Global Trade Finance ("GTF"), Corporate Cash Management ("CCM"), Financial Institutions ("FI"), and Export and Agency… more
- Wells Fargo (Charlotte, NC)
- …this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within the Wells Fargo Securities (WFS) Customer Due Diligence team ... as part of Corporate and Investment Banking (CIB) Operations . Learn...account onboarding, cash payments, customer service, funding or custodial operations , securities settlement services, structure loan … more
- Wells Fargo (Charlotte, NC)
- …this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist (DTC Team Lead) as part of Corporate and Investment Banking (CIB) ... + Manage client account onboarding, cash payments, customer service, funding operations , custodial operations , securities settlement services, structured… more
- Adecco US, Inc. (New York, NY)
- …preferred. Join our team and play a key role in delivering excellence in corporate actions and tax operations . Apply today! **Pay Details:** $90,000.00 to ... for a dedicated and detail-oriented Assistant Vice President to lead and oversee Corporate Action and Tax Processing within our custody services. In this role, you… more
- Wells Fargo (Charlotte, NC)
- …a Senior Lead Institutional Investment Operations Specialist within our Tax Operations team as a part of Corporate Investment Banking Operations . ... about the career areas and business divisions at wellsfargojobs.com . Tax Operations leads global CIB first-line customer tax activities. Main responsibilities of… 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
- PNC (Pittsburgh, PA)
- …CPAs and broker dealer licenses. PNCCM underwrites, deals, and trades in corporate securities , state and municipal obligations, and mortgage-backed securities ... acts as an agent for affiliates of PNC and others in certain securities transactions and provides corporate finance services, including arranging loan… more
- Wells Fargo (Charlotte, NC)
- …Investment Operations Specialist ** for the **Foreign Exchange (FX) Operations ** team within the Corporate & Investment Banking (CIB) Operations ... process cash related transactions, customer service, project support, funding operations , settlement services, trade reconciliation, researching inquiries, reviewing time… more
- Wells Fargo (Charlotte, NC)
- …Investment Operations Specialist ** for the **Foreign Exchange (FX) Operations ** team within the Corporate Investment Banking (CIB) Operations ... process cash related transactions, customer service, project support, funding operations , settlement services, trade reconciliation, researching inquiries, reviewing time… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …Bancorp. Mitigate risk of loss and regulatory risk incurred by Fifth Third Securities . Responsible and accountable for risk by openly exchanging ideas and opinions, ... + Approves or rejects a subset of business processes including rollovers, securities and / or insurance transactions for the broker-dealer, investment advisor and… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within the Cash Projection team as part of Corporate and ... movements, the team produces reporting associated with intraday liquidity for CMLM, Corporate Treasury, and other internal business partners. **In this role, you… more
- Bank of America (Jacksonville, FL)
- Global Markets Support Specialist - Asset Services-Global Operations Jacksonville, Florida **Job Description:** At Bank of America, we are guided by a common ... This job is responsible for providing operational support for securities , loans, exchange traded derivatives and over the counter...manner **Job Summary** Come join the exciting world of Corporate Actions where you will play an integral role… more
- JPMorgan Chase (Columbus, OH)
- …and estates, loans, mortgages, and deposits. **Job Summary** : As an SBL Sr Specialist within Wealth Management Operations , you will be supporting the JP Morgan ... of the client experience, working closely with lending advisory, operations , risk, and finance. The Securities Based...small businesses and many of the world's most prominent corporate , institutional and government clients under the JP Morgan… 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 any failed trades, cash movements, collateral settlements, or corporate actions. + Works closely with the client and client's counterparty(s) to ensure… more
- SMBC (Jersey City, NJ)
- … Securities America, Inc, a registered broker dealer, provides investment securities and other financial services to corporate and institutional clients, ... SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130… 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 ... involving restricted or control stock, often-involving Rule 144 Affiliates and Corporate Insiders. These transactions include Rule 10b5-1 Trading Plans, sales under… more
- Deloitte (Philadelphia, PA)
- Financial Services Risk Management Specialist Master Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include ... which candidates bring will be critical to the success of our clients. As a Specialist Master, you will have opportunities to: + Learn how to identify, evaluate, and… more
- SMBC (New York, NY)
- …SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130 ... Group offers a range of commercial and investment banking services to its corporate , institutional, and municipal clients. It connects a diverse client base to local… more
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