- Fidelity TalentSource LLC (Jersey City, NJ)
- …business partners. The Expertise You HaveCollege Degree preferred2+ years customer service experience preferred2+ years brokerage operations or financial ... The Client Service and Support team is a part of the Client Experience Division of Fidelity Investments. Our team focuses on providing World Class service… more
- Fidelity TalentSource LLC (Westlake, TX)
- Brokerage Operations Representative Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently ... sourcing for a Brokerage Operations Representative to work at Fidelity... accounts and all related features. Responsibilities include processing client 's requests received through various channels. You will not… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …banks, regulatory agencies (required) Experience with brokerage products and services, brokerage operations , or client service operations - ... a wide array of brokerage products and services including core brokerage operations , fraud, digitization and transformation initiatives, and model risk.… more
- Fidelity TalentSource LLC (Covington, KY)
- …for this role (required) Experience with brokerage products and services, brokerage operations , or client service operations including familiarity ... Job Description:Manager, Brokerage Risk The Brokerage Risk team...credentials (preferred)5+ years of risk, compliance, legal, or audit experience at complex financial services institutions, eg, asset managers,… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …of five (3) years' experience in trust or trust-related financial or other client focused services. Proficiency in MS Office and SEI Trust 3000 or similar trust ... and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients… more
- Capstone Logistics, LLC (Chicago, IL)
- …and organizational success. Qualifications: 2 to 5 years of client sales experience within a logistics brokerage required. Proven experience landing and ... reduce warehousing and transportation costs. Capstone has been named a Top Freight Brokerage Firm based on net revenue by Transport Topics and recognized by Food… more
- Creative Financial Staffing (Fort Wayne, IN)
- …full-service real estate firms, located in the heart of the city! Our client 's firm specializes in brokerage , leasing, property management, facility maintenance, ... firm, you'll play a critical role in the daily operations and directly impact the success of the President,...To thrive as an Executive Administrative Assistant in our client 's firm, you must: Have proven experience … more
- Fidelity TalentSource LLC (Westlake, TX)
- … organization is committed to delivering innovative client experience solutions across our platforms, products and services. Brokerage (Westlake/Covington): ... crafted to prepare individuals for a career in operations . Participants are placed in a full time position...as a client advocate throughout the Fidelity organization. Client Experience (CE) (Smithfield/ Westlake): provides service… more
- Fidelity TalentSource LLC (Boston, MA)
- …Fidelity Wealth, Fidelity Brokerage , Fidelity Institutional, Fund and Brokerage Operations and Technology, Asset Management, Corporate Services, Fidelity ... Accounting, Finance, Information Technology)3-6 plus years of relevant progressive experience with supporting integrated financial auditsProfessional certification CPA and/or… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …worth donor calls and responding to emails. The AXS optimizes the client experience as it relates to Operations and Service Delivery to drive high ... hired Fidelity Investments as the service provider to the charity. The TeamThe Advisor Experience Specialist is a part of the Premium Service team who provides an… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …readiness. The Expertise We re Looking ForBachelor s degree required 8+ years of experience in an investment operations role working with such entities as ... & Markets Information (GPMI) is part of the Fidelity Fund & Investment Operations group. Global Product & Market Information provides a few core functions: complex… more
- Fidelity TalentSource LLC (Westlake, TX)
- …related to transaction processing. The Expertise and Skills You Bring \u00A02+ years of brokerage operations experience or 5+ years related work ... the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously. Attention to detail and accuracy is a… more
- Fidelity TalentSource LLC (Westlake, TX)
- …transform our digital experiences--centered on both the associates and client experience --resulting in simplicity, speed, scale, and ... teams and product teams across Fidelity.\u00A0Utilizing input from over 7,000 client -facing associates and their leadership teams, you will enhance technology usage… more
- Fidelity TalentSource LLC (Boston, MA)
- …& capability.The TeamThe CRM Enablement product area sits in the Fund and Brokerage Operations and Technology (FBOT) organization. The CRM Analytics Lead role ... tool and as a key driver of the associate experience for sales, relationship management, consulting & client... experience for sales, relationship management, consulting & client service teams. IWMS considers Salesforce a key strategic… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …, fixed income, and equities Within this space, you will have related experience to trade operations and post trade analysis, profit/loss analysis, customer ... every business unit within. Applications owned by this team support client onboarding and management, trade analysis, commission calculation, and financial… more
- Capstone Logistics, LLC (Peachtree Corners, GA)
- …Our suite of integrated solutions spans warehouse management, freight brokerage , last-mile delivery, reverse logistics and related payment processing. Capstone ... serves its partners at over 560 locations with operations in 47 US states and Canada. Our customers...and feedback systems Answer questions and provide support to client group on all HR related issues including but… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …leadership qualities and supervisory skills coupled with a mastery of brokerage operations . * ** Client Experience :** Ensure teams you lead deliver a ... team of Associates, focusing on delivering a Service 1st client experience . Your responsibilities include supervisory skills,... experience . * Three (3) or more years' experience in financial services / operations including… more
- Amazon (Arlington, VA)
- …a Customs Brokerage Team or prior experience Managing Customs Brokerage or Import Operations . *Bachelor's Degree in related Field *Project Management ... Lead is a part of Amazon's internal Customs Brokerage Operation. The Operations Lead is a...Customs Team, it is critical this position builds strong client relationships as a proactive business partner resulting in… more
- TIAA (Frisco, TX)
- …+ 2+ years' experience in financial services industry; specifically in Brokerage operations + Bachelor's Degree + Experience processing money ... The Operations Analyst is responsible for a variety of...this job understands the regulatory/compliance policies associated with the brokerage business and understands the financial impacts associated with… more
- Randstad US (St. Cloud, MN)
- rfp- brokerage client assistant 2. + st...personnel on a range of information. Skills + Business operations Qualifications + Years of experience : 2 ... First work hours: 8 AM - 5 PM education: Bachelors Responsibilities + Support Brokerage Client Support; proactively seek ways to improve processes. + Perform… more
