- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Duties and Responsibilities:** + Serves as a subject matter expert on Money Movement Supervision topics by maintaining proficient knowledge of applicable ... supervisory management sign off. + Present periodically to stakeholders on " Money Movement " supervisory initiatives. + Develop, implement, sustain, monitor… more
- US Bank (St. Paul, MN)
- …for the completion of daily processing activities. Delivers a high level of customer service and is responsible for the identification of and minimization of risk in ... of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients - Basic knowledge of custody… more
- Bank of America (Pennington, NJ)
- …Operations processing experience + Customer Service experience + Experience with money movement transactions + Ability to multi-task + Highly motivated ... Investments Asset Transfer Processor Pennington, New Jersey **Job...Merrill clients and internal partners with incoming and outgoing money and asset transfer requests. This role provides a… more
- JPMorgan Chase (Louisville, KY)
- …not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- JPMorgan Chase (New City, NY)
- …not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- JPMorgan Chase (San Antonio, TX)
- …not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by ... for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s),… more
- JPMorgan Chase (Westerville, OH)
- …not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by ... for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s),… more
- US Bank (Atlanta, GA)
- …what you excel at-all from Day One. **Job Description** **About the team** ** Money Movement ** is a strategic platform providing reusable payment functionality ... + Sets the direction of the architectural roadmap. Determines the Return-on- Investment for specific engineering initiatives and determines appropriate levels of … more
- Wellington (Boston, MA)
- …etc.) for key terms, data points and operational nuances; settlements for private investments --including US and international money movement and physical ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Neuberger Berman (New York, NY)
- …billion of investor commitments across our private equity fund of funds, secondary investments , co- investment and direct investment areas, including private ... credit. NB Private Credit lends money to Private Equity sponsored companies across the capital...evergreen fund structures with active trading and daily liquidity movement + Should be comfortable facing external partners in… more
- Morgan Stanley (Tempe, AZ)
- … service model execution processes including Client Onboarding and Maintenance, Money Movement , Asset Aggregation and Accounting, Billing, and Client/IO ... Solutions (IIS) is a new business unit that provides world-class service to Morgan Stanley's institutional clients including Multi-Family Offices and the… more
- Thrivent Financial (White Bear Lake, MN)
- …and insurance accounts, running investment and insurance illustrations, executing money movement transactions, assisting in data gathering and supporting the ... are the two lead financial advisors that own the business. They have combined service of 33 years of direct financial services industry experience. We take a… more
- Coldstream Wealth Management (Seattle, WA)
- … managers, including managing client information and handling all cashiering and money movement requests + Scheduling and organizing client meetings and ... one of our wealth management teams! As a Client Service Associate with a growing team, you will learn...with a growing team, you will learn the Registered Investment Advisor industry from the ground up and have… more
- Morgan Stanley (Columbus, OH)
- …FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to...FA/PWA/team * Answering general non- investment related questions concerning client accounts, including relaying stock… more
- Morgan Stanley (Wellesley, MA)
- …FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to...FA/PWA/team * Answering general non- investment related questions concerning client accounts, including relaying stock… more
- Coldstream Wealth Management (Bellevue, WA)
- …investment managers, + Managing client information + Handling all cashiering and money movement requests + Client Meetings: Scheduling and organizing client ... has a fantastic opportunity to advance your career in financial services! As a Client Service Associate on one of our growing Bellevue teams you will play a crucial… more
- Coldstream Wealth Management (Kirkland, WA)
- …investment managers, + Managing client information + Handling all cashiering and money movement requests + Client Meetings: Scheduling and organizing client ... on our Kirkland team. The CSA's specific responsibilities include: + Exceptional Service : Going above and beyond to anticipate client needs, address concerns, and… more
- Morgan Stanley (Alpharetta, GA)
- …* Fielding inbound customer inquiries toassistcustomers with account related requests such as money movement , account updates, and trade requests. * Following up ... an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming… more
- US Foods (Rosemont, IL)
- …required, ii) investment of excess funds, and/or iii) liquidation of money market funds. + Provide secondary approvals for daily wire/ACH payments and ... remote.** **Responsibilities:** + Develop strong relationships with cash management customer service and relationship managers at numerous banks and credit card … more
- AIG (Atlanta, GA)
- …channel and distribution, submission and file management, price and quote, policy and service , forms ecosystems, claims, money movement , billing and ... of something groundbreaking At AIG, we are making long-term investments in a brand-new, innovative Generative AI team, designed...and we need your help. With the support and investment needed to explore new frontiers in Generative AI,… more