- Bank of America (Beverly Hills, CA)
- …of team assignments, projects and key initiatives, and overall team client service strategy. Requires a thorough knowledge of the Merrill Lynch Wealth Management ... goals, and business plan + Establish and align practice operations to strategic vision + Conduct team meetings to...team members as needed + Oversee execution of client service strategy and client review processes + Serve as… more
- US Tech Solutions (Newark, NJ)
- …possibility of going permanent.** **Job Description:** + We're seeking a Corporate Actions Operations Specialist to join our dynamic team for a contract ... events, Mandatory events, Fixed Income, Class Actions, Bankruptcy, Proxy and physical securities processing + Provide exceptional client service to our… more
- Hantz Group (Midland, MI)
- …you will work as part of a team with Financial Advisors and other Specialist within the organization. The role varies depending on the needs of the financial ... practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. Financial Planning Assistants can… more
- BMO Financial Group (New York, NY)
- …to global. + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and thinks ... leveraged finance transactions. + Familiarity or prior experience with the federal securities laws. + Knowledge of business and regulatory environment in which BMO… more
- Capital One (Chicago, IL)
- …team. As a member of the Audit team, the candidate will focus on operations of investment ( securities and transactions). Responsibilities: + Lead small audits, ... Accountant (CPA), Certified Regulatory Compliance Manager (CRCM), or Certified Anti-Money Laundering Specialist (CAMS) At this time, Capital One will not sponsor a… more