- Thrivent Financial (SC)
- …supporting securities related tasks, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by the ... community and nonprofit organizations. Position summary: This position provides securities licensed administrative support to Sandlapper Group. This position serves… more
- Thrivent Financial (Westbury, NY)
- …supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other ... administrative tasks as assigned. The Client Services Administrator reports to and is... accounts + Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities)… more
- Thrivent Financial (Little Rock, AR)
- The Licensed Client Service Administrator (CSA) position is critical for achieving leverage of the advisor's time. Role supports daily operations of the ... information, and other administrative tasks as assigned. The Client Service Administrator reports to...Lead Advisor Qualifications + Previous industry experience preferred + Securities (6/63, 7/66, or 7/63 & 65) and Life,… more
- JPMorgan Chase (Newark, DE)
- …capabilities, and skills** + College degree or equivalent client service experience preferred + FINRA Securities Industry Essentials, Series 7 ... a collaborative team member, solutions orientated and delivers premier client service , JP Morgan is the place...Morgan is the place for you! As a Fund Administrator Servicing Associate within the US Private Bank at… more
- Morgan Stanley (Alpharetta, GA)
- …global financial services firm providing a wide range of investment banking, securities , wealth management and investment management services. With offices in more ... to work extended hours when necessary. *Primary Responsibilities - Reconciling our client 's portfolio data against custodian cash and positions - Resolving portfolio… more
- SMBC (New York, NY)
- …CMS-related systems. + Respond to and address inquiries from customers directly or via Client Service Representatives who received the inquiry in a timely and ... SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130… more
- Citigroup (Tampa, FL)
- …processes, and drive strategy across our industry. **Job Background/context** Prime Brokerage Client Service sits within Citi Market Operations supporting the ... aspects of Equity and Fixed Income Prime Brokerage operational client service - covering trade handling, free...As Usual) tasks. + Main point of contact for client / administrator operational queries + Trade handling across… more
- Morgan Stanley (Alpharetta, GA)
- …global financial services firm providing a wide range of investment banking, securities , wealth management and investment management services. With offices in more ... office the remaining days of the week. ABOUT*The Role** The Institutional Client Investment and Fund Accounting team provides accurate and timely portfolio… more
- Edward Jones (Tempe, AZ)
- …and resolve any service issues or unfinished tasks + Work in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer ... serve clients who are already engaged + Provide excellent client service and tailored client ...(life, health and variable annuity) * 5+ years of securities industry experience as a Financial Advisor or a… more
- SMBC (Jersey City, NJ)
- …SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130 ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Citigroup (Tampa, FL)
- …and is part of the overall Prime Finance Business unit. The department consists of a client -aligned operational client service and a risk & control team. The ... aspects of Equity and Fixed Income Prime Brokerage operational client service - covering trade handling, fails...successful candidate will: * Main point of contact for client / administrator operational queries * Trade handling across… more
- General Dynamics Information Technology (Washington, DC)
- …send their children to college and secure their futures the mission of the Securities and Exchange Commission (SEC) is becoming all the more vital. GDIT is excited ... to join us as we bring our innovative IT Service Delivery solutions to SEC. Currently, we are seeking...field + Desired Microsoft 365 Certifications: + Modern Desktop Administrator Associate. + Microsoft Endpoint Manager Administrator … more
- General Dynamics Information Technology (Washington, DC)
- …send their children to college and secure their futures the mission of the Securities and Exchange Commission (SEC) is becoming all the more vital. GDIT is excited ... to join us as we bring our innovative IT Service Delivery solutions to SEC. Currently, we are seeking...field + Desired Microsoft 365 Certifications: + Modern Desktop Administrator Associate. + Microsoft Endpoint Manager Administrator … more
- General Dynamics Information Technology (Washington, DC)
- …send their children to college and secure their futures the mission of the Securities and Exchange Commission (SEC) is becoming all the more vital. GDIT is excited ... to join us as we bring our innovative IT Service Delivery solutions to SEC. Currently; we are seeking...field + Desired Microsoft 365 Certifications: + Modern Desktop Administrator Associate. + Microsoft Endpoint Manager Administrator … more
- Citigroup (Tampa, FL)
- …services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- Citigroup (Fort Lauderdale, FL)
- …services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- Citigroup (New York, NY)
- …services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more