- Fidelity TalentSource LLC (Boston, MA)
- …fund investment manager client base. This includes trade processing, client service , and exception management.Certifications:Series 07 - FINRA, Series 63 ... for education and exposure to Prime Brokerage, hedge fund client support, stock loan, and custody services ?...of new procedures, products, and technologies sought at improving service to clients. Involvement in the testing and implementation… more
- Russell Tobin & Associates (Green Bay, WI)
- …expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top ... funds, annuity and life accounts according to established procedures and service standards. Ensure customers are identified according CIP/BSA/AML policies and… more
- Fidelity TalentSource LLC (Westlake, TX)
- …organization is committed to delivering innovative client experience solutions across our platforms, products and services .Fidelity Capital Markets ... and acting as a client advocate throughout the Fidelity organization. Client Experience (CE) (Smithfield/ Westlake): provides service and operational support… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …eg, asset managers, banks, regulatory agencies (required)Experience with brokerage products and services , brokerage operations, or client service operations ... Risk team covers a wide array of brokerage products and services including core brokerage operations, fraud, digitization and transformation initiatives, and… more
- Dexian - Signature Consultants (Boston, MA)
- …to, providing timely and accurate support to Traders, Portfolio Managers, Analysts and Client Services .Resolution of Settlement Problems - Work with brokers and ... Our client is looking for a Global Settlements Administrator...an investment operations department or similar role.Knowledge of equity securities and/or some exposure to fixed income securitiesStrong interest… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …("BMCM"). The incumbent will collaborate with the Private Banking team to enhance the client service and solution offering with banking products. This role will ... have exposure to business development, client service and relationship building, working with...understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client … more
- Fidelity TalentSource LLC (Westlake, TX)
- …career path could range from a pension actuarial focus to a broad client strategy role, guiding finance, and human resource executives regarding their retirement, ... solve sophisticated problems. We offer a broad range of services that touch on every area of benefits, design,...firms and all have experience in multiple industries. The client focus is on large companies with more than… more
- Truliant Federal Credit Union (Greensboro, NC)
- …mission is to improve lives by putting our members first, providing great service and straightforward financial solutions . Our core values of Member Focus, ... goals and objectives, uses financial planning and analysis to determine appropriate securities and/or insurance products to fulfill the members' goals and objectives… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …ideally with experience writing stored procs with Oracle PLSQLExperience with client side tech stack: HTML, CSS/SCSS, JavaScript, and Angular a bonusUnderstanding ... know legacy monolithic architecture and how to convert to a micro service based architecture.You will provide technical and organization leadership and are quick… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …preferred.Minimum of five (3) years' experience in trust or trust-related financial or other client focused services . Proficiency in MS Office and SEI Trust 3000 ... Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions , including a broad array of planning and advisory services ,… more
- TradeStation (Chicago, IL)
- …issues Ability to take ownership of issue reporting and resolution follow-up Deliver Client Service and Account assistance for web, mobile and platform access ... to effectively partner with other departments to insure proper service . The candidate will need to be detail oriented...skills Proficient in the areas of Technical Support and Client Services Troubleshooting skills, with the ability… more
- Fidelity TalentSource LLC (Boston, MA)
- …preferredCFP, CFA and/or equivalent recommendedMinimum 15+ years of relevant financial services experience required.\u00A0 Relevant HNW client experience in ... wealth management issues5 or more years of management within a financial services environment preferredSeries 7 (General Securities ) and Series 9/10 (General… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Representative, Alternative Investments Manager Info Session - Zoom The RoleOperations & Services Group (OSG) provides superior customer service to Fidelity's ... With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail,… more
- Fidelity TalentSource LLC (Westlake, TX)
- …to execute on specific product features and ensure respective products or services are available, stable, performant, and supported when required and related cost ... experienceBachelor's degree required (or above) in technology, finance related field. Securities Industry Essentials Exam and Series 99 license required within 120… more
- JPMorgan Chase (Brooklyn, NY)
- … Managers are responsible for the project management of new and incremental client business to the Securities Services organization within JPMorgan's ... responsible for the project management of new and incremental client business to the Securities Services...with. Solutions and Implementation activity encompasses all Securities Services products including - but not… more
- Broadridge Financial Solutions (Boston, MA)
- …maintained and relationship management spread across senior leadership) + Ensure quality of client services such that SLAs are met/exceeded and ensure clients ... join the Broadridge team. The Head of North America Securities Finance Product Services will be responsible...and vision to target relevant clients. You will manage client relationships to maximise client retention and… more
- JPMorgan Chase (New York, NY)
- …we will work with you to identify a permanent role within Securities Services . **Job responsibilities** + Develop solutions and drive change in finance using ... program that offers the opportunity to develop a comprehensive, end-to-end knowledge of the Securities Services business. You will spend your summer in one of… more
- Truist (Atlanta, GA)
- …America) **Please review the following job description:** **Corporate Overview** : Truist Securities is the full- service corporate and investment banking arm of ... will join the Structured Credit Delivery (SCD) team. SCD supports Working Capital Solutions and Asset Securitization groups within Truist Securities ' Corporate &… more
- Charles Schwab (Indianapolis, IN)
- …to detail and ability to provide effective solutions . + Ability to resolve client service issues while providing world class service accurately and ... that encompass a variety of subject matters including Schwab client tax reporting, cost basis, corporate actions, securities...service , on every interaction with our clients. In Client Reporting and Security Services (CRSS) and… more
- Truist (Atlanta, GA)
- …as a pipeline to our Truist full-time programs. **Corporate Overview** : Truist Securities is the full- service Corporate and Investment Banking (CIB) arm of ... and presentations, team-building projects + Executive Speaker Series: CEO, Truist Securities Senior Leaders, among others + Community Service : Opportunities… more
