- Wilmington Savings Fund Society (Wilmington, DE)
- …to individual, corporate, and institutional clients through multiple integrated businesses. The Client Service Associate is responsible for providing high ... exceptional client service support. Coordinate client meetings for Custody Officers, and assist in meeting preparation.Manage account cash balances… more
- 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
- Fidelity TalentSource LLC (Smithfield, RI)
- …and Custody Solutions (FCCS) business group supports relationship management teams, client service teams, pricing and sales teams, and various product teams. ... position acts as an overseer, a consultant and key business partner to our Custody Business partners and Billing team and liaisons with the Risk and Compliance… more
- Fidelity TalentSource LLC (Westlake, TX)
- …from start to finish, while managing multiple work items.The Brokerage Operations Associate will interact with our client s, corporate securities' counsel, ... Job Description:The RoleThe Brokerage Operations Associate is a member of the Restricted Stock...advisors) in selling restricted / control securities for their client s pursuant to Securities and Exchange Commission guidelines… more
- Fidelity TalentSource LLC (Westlake, TX)
- …test cases. You will collaborate closely with team members in the operations, client service , business development, risk, compliance, legal and technology areas. ... preferredExperience in financial services, cloud/AWS, APIs, cryptocurrency trading and custody a plusDiscovery - crafting current/future state diagrams, process… more
- JPMorgan Chase (Brooklyn, NY)
- …interactions leaves a lasting positive impression. As a Client Service Associate in our Security Services Custody Client Operations team, you will ... Being apart of our Security Services Custody Client Operations team, you're part...a diverse global markets. Job Responsibilities: + Provide excellent client service and support to internal and… more
- UMB Bank (Kansas City, MO)
- …team is growing and looking for our next teammate! The Client Service Administrator position supports all large institutional custody clients, both global ... The Institutional Custody team provides custody services to...needs and wants of our clients and ultimately drives client strategies. The Client Service … more
- Raymond James Financial, Inc. (Memphis, TN)
- …legal documents from branch personnel. * Answers questions regarding various Custody processes. * Researches and provides resolution on complex business issues. ... a variety of confidential data files and records. * Prepares client correspondence, instructional letters and various documents. * Monitors incoming electronic… more
- US Bank (St. Paul, MN)
- …The role requires meticulous attention to detail, strong organizational skills, strong client service abilities, excellent communication and writing skills and ... management with production management, work allocation, risk management, escalations, and client service deliverables; may also contribute to strategic planning… more
- US Bank (Earth City, MO)
- …**Take your skills to the next level** **U.S. Bank** is hiring for a ** Custody Operations Analyst** within our Trade Services Team. This individual will be working ... directly through email and phone as it is heavily client facing role. Some **_responsibilities_** include: + Delivers a...**_responsibilities_** include: + Delivers a high level of customer service + Identification of and minimization of risk in… more
- JPMorgan Chase (Brooklyn, NY)
- Custody Client Operations professional at JP Morgan Chase, are responsible for the forefront of managing and safeguarding our clients assets with precision and ... services and operational excellence. As a Corporate Action Associate within the Custody Middle Office team,...in various global markets. **Job Responsibilities:** + Provide excellent client service and support to internal and… more
- Amalgamated Bank (New York, NY)
- Amalgamated Bank seeks a highly motivated Client Support Associate to act in a lead capacity to provide oversight over all pricing, proxy, billing, statement, ... of our employees and customers. Essential Job Functions: + Work directly with client facing teams to resolve issues. This may include billing discrepancies, access… more
- NBT Bank (Rochester, NY)
- …Education and Experience: + Associate 's degree and four (4) years' Client Service experience or equivalent combination of education and experience ... Pay Range: $58,500.00 - $80,319.00 Deliver client service for the complex and.... + 15% Demonstrate knowledge of available EPIC RPS custody solutions and trading methods. Be able to train… more
- Regions Bank (Hoover, AL)
- …principles + Conducts Annual Administrative and Compliance Reviews for clients + Coordinates client service activities with other areas of the organization + ... This position is responsible for retaining and providing support and service to their existing client relationships. **Primary Responsibilities** +… more
- JPMorgan Chase (New York, NY)
- …funds, pension funds, and fund of funds. As an Investment Middle Office Service (IMOS) Product Development Associate within the Securities Services business, you ... roadmap through the full project life cycle, including analysis, design of the client /user experience, service model and testing / migration of the components… more
- Bank of America (Boston, MA)
- …discussions and/or activities. PBAs monitor and execute all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client . ... The PBA manages the execution of client service activities such as initiating and monitoring account opening...Coordinate with specialists including Trust, Family Office, Investments and Custody officers as well as centralized service … more
- Bank of America (Pittsburgh, PA)
- …the most complex clients. PBSAs monitor and execute all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client . ... in supporting needs, the PBSA manages the execution of client service activities such as initiating and...Coordinate with specialists including Trust, Family Office, Investments and Custody officers as well as centralized service … more
- Bank of America (Pittsburgh, PA)
- …us! **Job Description:** This job is responsible for managing the execution of client service activities in coordination with the relationship team, including ... monitoring and executing all tasks required to fulfill the client service plan and meet day-to-day inquiries...Coordinates with specialists, including trust, family office, investments, and custody officers, as well as centralized service … more
- Amalgamated Bank (New York, NY)
- …support audit and regulatory reporting and tracking, and monitoring of the Trust custody and investment management activities. By joining our team, you'll be joining ... + Assist with benefit payment processing solution. This includes client requests, database reconciliation, transaction processing, process improvements, and other… more
- Broadridge Financial Solutions (Newark, NJ)
- …come join the Broadridge team. Broadridge is growing. We are seeking a DTC Associate to join our Newark, New Jersey team. Our Business Process Outsourcing team here ... the US market, our coverage includes the fast-growing global custody which is supported across the globe. Although there...which is supported across the globe. Although there are client specific functions performed by the independent teams, there… more
