• Wealth Services Specialist

    HSBC (Miami, FL)
    …client base, including advisor-led and Self-Directed via phone and email. The Specialist also supports inquiries from Wealth Centers and internal clients such as ... WRMs (Wealth Relationship Managers), Wealth Operations staff, Compliance and Sales Management. Responsible for receiving and executing domestic and international … more
    HSBC (07/22/25)
    - Related Jobs
  • Trading Services Specialist IV

    JPMorgan Chase (Newark, DE)
    Join JPMorganChase and be at the forefront of optimizing our trading operations . This role offers a unique opportunity for career growth and skill enhancement, as ... and contribute to driving impactful change and innovation. As a Trading Services Specialist within JPMorganChase, you will play a pivotal role in the execution and… more
    JPMorgan Chase (07/18/25)
    - Related Jobs
  • Liquidity Specialist Associate

    SMBC (New York, NY)
    …SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130 ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
    SMBC (07/04/25)
    - Related Jobs
  • Supervision Support Specialist (Series 7…

    TEKsystems (Tempe, AZ)
    …skills. Preferences: + 1-2 year of financial services experiences focused on investment products. + Previous working knowledge of securities licensing and ... in a financial services capacity + Knowledge of mutual funds, annuities, general securities , and other financial products required. + Knowledge of FINRA, SEC, and… more
    TEKsystems (07/23/25)
    - Related Jobs
  • Supervision Support Specialist

    TEKsystems (Tempe, AZ)
    …Preferred Qualifications: + 1-2 years of financial services experience focused on investment products + Prior knowledge of securities and insurance licensing ... problem-solving, and follow-up skills + Knowledge of mutual funds, annuities, general securities , and other financial products + Familiarity with FINRA, SEC, and… more
    TEKsystems (07/23/25)
    - Related Jobs
  • Capital Risk Calculation Analysis and Reporting…

    SMBC (New York, NY)
    …SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130 ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
    SMBC (06/12/25)
    - Related Jobs
  • Enterprise Performance Management…

    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 ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
    SMBC (06/03/25)
    - Related Jobs
  • Treasury Tech Specialist

    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 ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
    SMBC (05/09/25)
    - Related Jobs
  • Specialist - Mutual Fund Administration…

    Lincoln Financial (Omaha, NE)
    …ensure they are filed timely and accurately. . Assures fund administration compliance with the Investment Company Act of 1940 as well as the Securities Acts of ... 1933 and 1934 . Maintains a working knowledge of strategic investment market activities and industry pronouncements and their impacts on the Funds as well as Lincoln… more
    Lincoln Financial (06/06/25)
    - Related Jobs
  • Business Development Specialist - Wealth…

    Broadview FCU (Albany, NY)
    …interpersonal skills. + Strong organizational skills. + Remain current on LPL, securities market, BWM investment policies/procedures and NYS Dept. of Financial ... liaison between the Director, Advisory Sales and Director, Advisory Operations when needing user input or reporting an issue....or reporting an issue. + Collaborate with the BWM Operations team on data cleanup projects and on-going data… more
    Broadview FCU (06/09/25)
    - Related Jobs