- Truist (Richmond, VA)
- … accounts to managed accounts and performing maintenance of managed account attributes to include reviewing relevant documentation for appropriateness. ... activities may change from time to time. 1. Transition transactional brokerage accounts to managed and managed accounts to transactional brokerage … more
- Charles Schwab (Phoenix, AZ)
- …and propriety Money Managers all over the country that are enrolled in Schwab's Managed Account products. MAAO partners with a number of internal business ... account opening, processing, or managed accounts is strongly desired. Managed account , servicing RIAs, and/or high-volume processing experience a plus.… more
- Bank of America (Pennington, NJ)
- …Managed Investments team, this role will provide support for the Separately Managed Account and Model Portfolio Solutions business across the various ... Product Specialist - ISG Managed Investments Pennington,...product, which may include managing a product within the brokerage or institutional offering. Responsibilities include working with more… more
- TEKsystems (Jersey City, NJ)
- We are looking for an Account Reconciliation Specialist for one of our financial services clients. Hybrid role in Jersey city, great opportunity for a great ... company! Duties: + Reconcile approximately 900 accounts received from brokerage feeds with employee records to ensure accuracy and completeness. + Identify and… more
- TEKsystems (Jersey City, NJ)
- Job Title: Account Reconciliation Specialist Job Responsibilities: + Reconcile approximately 900 accounts received from brokerage feeds with employee records ... ensure accuracy and completeness. + Identify and resolve discrepancies between account information and employee records. + Collect supporting documentation for… more
- TEKsystems (Jersey City, NJ)
- Description: - Reconcile approximately 900 accounts received from brokerage feeds with employee records to ensure accuracy and completeness. - Identify and resolve ... discrepancies between account information and employee records. - Collect supporting documentation...employee records. - Collect supporting documentation for approximately 450 Managed accounts that exist in the employee pre-trade system,… more
- Bank of America (Jersey City, NJ)
- … Managed Investments team, this role will provide support for the Separately Managed Account and Model Portfolio Solutions business in the administration and ... Managed Investments Product Manager Pennington, New Jersey;Jersey City,...difference. Join us! **Job Description:** The MSG Sr. Product Specialist role is responsible for managing the day-to-day activities… more
- Equitable (Charlotte, NC)
- …skills in large and small group settings - in person and virtually + Managed account , mutual fund, and brokerage experience **Preferred Qualifications:** + ... Investment Product Sales Specialist (Remote Possible) ( 230000Z3 ) **Primary Location**...events. The products and services supported are advisory and brokerage accounts - including mutual funds, equities, fixed income,… more
- Morgan Stanley (South Jordan, UT)
- …with all levels of field management to ensure brokerage New Accounts, Account Modifications, and Managed Account Inception/Modification activity (eg, " ... has been appropriately approved using various internal systems. An Accounts Team Specialist will report directly to the Accounts Team Manager. The Accounts Team… more
- JPMorgan Chase (New York, NY)
- …Client Onboarding Group on account opening process for all new clients ( brokerage , managed , credit, and deposits). Includes managing, and tracking, the flow ... skill set with a growing team. As a Transition Specialist within JP Morgan Advisors, you will be a...of outgoing and incoming client account opening documentation, reviewing client documentation for accuracy and… more
- Wells Fargo (Salt Lake City, UT)
- …team to meet servicing deliverables + Ensure that the probate estate or trust account is managed in compliance with the governing document, bank policy and ... education **Desired Qualifications:** + 4+ years of Trust or Brokerage experience + 2+ years of new account... Brokerage experience + 2+ years of new account opening or onboarding experience + Ability to develop,… more
- City National Bank (New York, NY)
- …markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Discuss changes to strategies ... including: banking, credit, asset management, trust and estate planning, and brokerage . Manages overall relationship profitability and portfolio risk and is… more