- US Tech Solutions, Inc. (Boston, MA)
- …attendance 3 days/week. #LI-AC1** Provide business and operational support for Client fixed income investment and trading personnel. Primary responsibility will be ... to maintain high service levels while improving and strengthening operational infrastructure. Responsibilities:...of transactions directed to specific brokers as specified in client contracts. 10. Support all components of Aladdin processing… more
- WSFS Bank (Wilmington, DE)
- … Services , Investment Advisors, Financial Planners) to provide exceptional client service and administrative supportThis position entails internal and ... worth clients, as well as build and maintain those relationships by providing exceptional client service supportAnswer the main phone line on a rotating and… more
- WSFS Bank (Wilmington, DE)
- …("BMCM")The incumbent will collaborate with the Private Banking team to enhance the client service and solution offering with banking productsThis role will have ... exposure to business development, client service and relationship building, working with...Company of Delaware, Cash Connect(R), NewLane Finance(R), Powdermill(R) Financial Solutions , WSFS Institutional Services (R), WSFS Mortgage(R), and… more
- WSFS Bank (Wilmington, DE)
- …Trust Company of Delaware, Cash Connect(R), NewLane Finance(R), Powdermill(R) Financial Solutions , WSFS Institutional Services (R), WSFS Mortgage(R), and WSFS ... a difference every day for the people, businesses, and Communities we serveWe Stand For Service (R) is more than part of our name, it's our mission and our purposeThe… more
- TradeStation (Plantation, FL)
- …issues Ability to take ownership of issue reporting and resolution follow-up Deliver Client Service and Account assistance for web, mobile and platform access ... to effectively partner with other departments to insure proper service . The candidate will need to be detail oriented...skills Proficient in the areas of Technical Support and Client Services Troubleshooting skills, with the ability… more
- Fidelity TalentSource LLC (Boston, MA)
- …preferredCFP, CFA and/or equivalent recommendedMinimum 15+ years of relevant financial services experience required.\u00A0 Relevant HNW client experience in ... wealth management issues5 or more years of management within a financial services environment preferredSeries 7 (General Securities ) and Series 9/10 (General… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Representative, Alternative Investments Manager Info Session - Zoom The RoleOperations & Services Group (OSG) provides superior customer service to Fidelity's ... With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail,… more
- Fidelity TalentSource LLC (Boston, MA)
- …Fidelity s Strategic Advisers, LLC is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of investment ... include managed accounts, financial planning frameworks and custom solutions . DescriptionStrategic Advisers is a registered investment adviser and Fidelity… more
- JPMorgan Chase (Brooklyn, NY)
- … Managers are responsible for the project management of new and incremental client business to the Securities Services organization within JPMorgan's ... We are searching for a Client Solutions Manager to join our...Companies. Solutions and Implementation activity encompasses all Securities Services products including - but not… more
- JPMorgan Chase (Plano, TX)
- The Client Service Manager, based in Plano,...Manage a client /s covering products across the Securities Services product offering. + Responsible for ... and proven service performance. As a Senior Client Service Associate you will act as...and exhibit an enthusiasm to develop their knowledge across Securities Services products. + Able to demonstrate… more
- Broadridge Financial Solutions (Boston, MA)
- …maintained and relationship management spread across senior leadership) + Ensure quality of client services such that SLAs are met/exceeded and ensure clients ... join the Broadridge team. The Head of North America Securities Finance Product Services will be responsible...and vision to target relevant clients. You will manage client relationships to maximise client retention and… more
- JPMorgan Chase (New York, NY)
- …we will work with you to identify a permanent role within Securities Services . **Job responsibilities** + Develop solutions and drive change in finance using ... program that offers the opportunity to develop a comprehensive, end-to-end knowledge of the Securities Services business. You will spend your summer in one of… more
- Truist (Atlanta, GA)
- …as a pipeline to our Truist full-time programs. **Corporate Overview** : Truist Securities is the full- service Corporate and Investment Banking (CIB) arm of ... and presentations, team-building projects + Executive Speaker Series: CEO, Truist Securities Senior Leaders, among others + Community Service : Opportunities… more
- Citigroup (New York, NY)
- North America Securities Services Sales is seeking a seasoned client coverage / relationship salesperson to be responsible for: (1) overseeing the strategic ... , and Execution Services businesses, including custody FX, agency securities lending, and outsourced liquidity management solutions + Deep understanding… more
- Citigroup (Tampa, FL)
- Citi Agency Lending is part of the overall Securities Services Business unit. The ASL Business facilitates the temporary transfer of securities from a lender ... role is to facilitate the clearance, settlement and investigation of client securities and derivatives transactions. **Responsibilities:** + Reconciliation of… more
- The Cigna Group (New York, NY)
- **Senior Counsel, Securities and Treasury** The Senior Counsel **, Securities and Treasury** will provide strategic legal guidance on securities law ... statements and registration statements. + Provide strategic advice on general securities matters, including Regulation FD and Regulation G, and NYSE compliance.… more
- Citigroup (Tampa, FL)
- …this role is to facilitate the clearance, settlement and investigation of client securities and derivatives transactions. **Responsibilities:** + Resolve complex ... tasks, including calculating net asset value, reconciling cash and holdings, and pricing securities + Offer advanced solutions for assigned securities … more
- Truist (Atlanta, GA)
- …as a pipeline to our Truist full-time programs. **Corporate Overview** : Truist Securities is the full- service Corporate and Investment Banking (CIB) arm of ... and presentations, team-building projects + Executive Speaker Series: CEO, Truist Securities Senior Leaders, among others + Community Service : Opportunities… more
- TD Bank (New York, NY)
- …opportunity to make an impact with top tier organizations. We offer innovative solutions and treasury advisory services on large and complex liquidity, payments, ... States of America **Hours:** 40 **Line of Business:** TD Securities **Pay Detail:** $130,000 - $175,000 USD TD is...evolve to provide optimum trade finance, liquidity, and payment solutions to clients. GTB is comprised of four business… more
- Citigroup (Sioux Falls, SD)
- …**Responsibilities:** + Develop and implement business initiatives, client solutions , or projects affiliated with securities and derivatives settlement ... processes + Propose solutions to implement settlement process improvements, client service enhancements, or overall technology enhancements + Coordinate with… more
