- US Bank (Milwaukee, WI)
- …and their intermediary partners, as well as daily processing activity including mutual fund trading, transaction processing, call servicing and commissions. + ... Ensure department and GFS service standards are achieved and maintained. + Resolve financial intermediary questions/problems and escalate to management as appropriate. + Responsible for employee development, mentoring and coaching. + Support Transfer Agent's… more
- Insight Global (Port Huron, MI)
- …in Financial Services. Some open positions include: Accountant, Business Analyst, Mutual Fund Trader, Corporate Actions, Reconciliation Analyst, Settlements ... Analyst, Treasury Analyst, and Tax Analyst. more
- Fifth Third Bank, NA (Cincinnati, OH)
- …experience working in the Financial Services industry, preferably in securities processing, mutual fund operations or brokerage operations environment. + Proven ... excellent customer service skills. Must be service focused and oriented toward exceptional customer experience. + Proven excellent written and verbal communication skills including the ability to effectively communicate on behalf of the Bank to both internal… more
- Aflac (GA)
- …or other similar professional designation + Financial institution (bank, investment bank, mutual fund , insurance company, etc.) experience in similar or related ... capacity (pricing control, pricing operations, data management, investment accounting, etc.) Travel Less than or equal to 10% Principal Duties & Responsibilities + Draws on solid knowledge of investments and/or derivatives, fixed income and equity pricing and… more
- Equitable (Charlotte, NC)
- …and small group settings - in person and virtually + Managed account, mutual fund , and brokerage experience + Financial planning experience **Preferred ... Qualifications:** + Experience working with investment products and advisory services, Financial Professionals, or end-clients + Industry designations (including CFP(R) and ChFC(R)) or progress toward completion + Experience with investment research/proposal… more
- Principal Financial Group (Des Moines, IA)
- …or business required. + A minimum of 1+ years' work experience in investment/ mutual fund operations or related field preferred. + Excellent analytical, problem ... solving, interpersonal, time management and communication skills. + High degree of accuracy and attention to detail with the ability to produce accurate and timely information. + Strong prioritization and flexibility as business needs change. **Skills That… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …preparation, documentation, expense submissions, and communication handling. + Process equity, mutual fund , and fixed-income trades for brokerage clients; work ... within custodial platforms, CRM systems, and APX portfolio management tools. + Support account maintenance, paperwork, and follow-up with custodians and internal departments. Requirements + 3+ years of client service experience, ideally within a RIA or wealth… more
- Capgemini (Dallas, TX)
- …team player * Experience in the financial services industry, preferably in the Mutual Fund environment, is a plus." **Life at Capgemini:** Capgemini supports ... all aspects of your well-being throughout the changing stages of your life and career. For eligible employees, we offer: * Flexible work * Healthcare including dental, vision, mental health, and well-being programs * Financial well-being programs such as… more
- Manulife (Atlanta, GA)
- …the customer's current investment situation and knowing about the available John Hancock mutual fund products to help the customers make informed decisions on ... what might be the best fit for their unique needs. **Required Qualifications:** + FINRA SIE, Series 6, 63 and 65. FINRA Series 7 and State Insurance Licenses will be required as our product offering expands and for advancement. **Preferred Qualifications:** +… more
- Charles Schwab (Tysons Corner, VA)
- …Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock ... options and annuities + Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives + Demonstrates a bias for action and a commitment to achieving… more