- Fidelity TalentSource LLC (Boston, MA)
- …reporting. You will work alongside Prime Services account managers, Institutional Trading, and Sales in the support of the client base. Additionally, we maintain ... education and exposure to Prime Brokerage, hedge fund client support , stock loan, and custody services? You will own...resolving all client inquiries in a timely mannerBecoming a specialist of processing and review of daily security and… more
- Lincoln Financial Group (Boston, MA)
- …GAAP, Management, and Tax basis. S/he will be responsible to perform securities research, analysis, and proper accounting treatment of Lincoln Financial Groups (LFG) ... investment positions to support strategic investment operations and initiatives. **What you'll be...unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The… more
- Morgan Stanley (Boston, MA)
- …high net worth sales desk and partner with an external Strategy Specialist . Primary Responsibilities: - Be able to master complex tax strategies and explain them ... to become interchangeable with their external counterpart to cover meetings. - Support External Strategy Specialist in managing a large geographic territory.… more
- Truist (Boston, MA)
- …work with various specialists and IRM partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
