- Wells Fargo (Minneapolis, MN)
- …are eligible. **About this role:** Wells Fargo is seeking a Securities Operations Specialist as part of the Trade Settlement team within Wealth and Investment ... is responsible for operation-related functions for securities settlement related to brokerage and trust accounts for Wealth and Investment Management clients. The… more
- Henderson Brothers Inc. (Pittsburgh, PA)
- POSITION SNAPSHOT + Title: Employee Benefits Procurement Specialist + Location: Pittsburgh, PA + Responsibilities: conduct all organized procurement/marketing ... POSITION DETAILS Expect your typical day as an Employee Benefits Procurement Specialist to be focused on the following initiatives: + Marketing Process Ownership:… more
- Wells Fargo (Charlotte, NC)
- …for operation-related functions for securities settlement transactions for the Wells Fargo retail brokerage and trust lines of business. The Specialist will help ... **About this role:** Wells Fargo is seeking a Securities Operations Specialist as part of the Trade Settlement team within Wealth and Investment Management (WIM)… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist A growing wealth management firm is seeking an experienced Client Service Specialist to join our team. This role is ... Requirements What We're Looking For + 3+ years in wealth management, brokerage , or investment advisory. + Bachelor's degree strongly preferred. + Familiarity with… more
- Aston Carter (Des Moines, IA)
- Seeking an Operations Specialist in the Des Moines Area!! Job Description As an Operations Specialist , you will play a crucial role in supporting lead advisors ... support. + Proficiency in Microsoft Excel and data entry. + Experience in brokerage operations and administrative support. + Ability to transfer data and manage… more
- First Horizon Bank (Knoxville, TN)
- …site listed in the job posting. **Summary** The Wealth Management Client Sales Specialist will be actively involved in supporting advisor(s) through a full service ... referral source management, technical, and interpersonal skills. The Client Sales Specialist helps gauge and enhance client satisfaction and ensures adherence to… more
- Parker Hannifin Corporation (Irvine, CA)
- Trade Compliance Specialist (SSO Division - Irvine, CA) Location : IRVINE, CA, United States Job Family : Supply Chain/Logistics Job Type : Regular Posted : Nov 6, ... operational and technical support wherever it's needed. Trade Compliance Specialist (SSO Division - Irvine, CA) Position Summary/Essential Functions: Responsible… more
- Kuehne+Nagel (East Point, GA)
- **It's more than a job** As a Customs Specialist at Kuehne+Nagel, your job is to optimise logistics to keep our global supply chains running smoothly. But the impact ... much more than we imagine. **** As HTS Classification Specialist you will play a critical role in ensuring...field + 3+ years of experience in customs classification, brokerage , or trade compliance + US Customs Broker License… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …reduce risk of financial loss and reputational risk for the Bancorp. The Specialist II is also responsible to insure all document and collateral perfection ... accepting challenging assignments. + Initiates holds on various Retail and/or Brokerage accounts from intensive review of required legal language contained within… more
- First Horizon Bank (Memphis, TN)
- **Description** **Location:** On site in Memphis, TN **SUMMARY** The Client Specialist role supports the line of business by providing exceptional service and ... ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to… more