- JPMorgan Chase (Newark, DE)
- …equity trading desks. **Job responsibilities** + Provide comprehensive client service by addressing inquiries, processing transactions, and troubleshooting ... Join our dynamic team as a Client Service Delivery Associate I and become a vital...our clients. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities… more
- Citigroup (Jersey City, NJ)
- …Global Funds Services, is undergoing a multi-year transformation to modernize its trade processing , middleoffice, and fund services applications. This strategic ... services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with… more
- Citigroup (Jersey City, NJ)
- …Global Funds Services, is undergoing a multi-year transformation to modernize its trade processing , middle-office, and fund services applications. This strategic ... services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with… more
- Wells Fargo (Salt Lake City, UT)
- …operational processes including client account onboarding, cash payments, customer service , funding operations, custodial operations, securities settlement ... responsible for executing and auditing client communications, including statements, trade confirmations, prospectus mailings, and ad hoc client correspondence. The… more
- Insight Global (New York, NY)
- …and Mortgage backed securities - Ability to identify, investigate and resolve trade breaks and discrepancies as well as ensure accurate trade bookings, ... Office in New York, from the negotiations, recordings, and processing of transactions. The role will be to facilitate...operations are processed in a timely manner, which includes trade monitoring, workflow control, and trade validation… more
- Citigroup (Miami, FL)
- Job Description A Service Officer provides service support to the Citi Private Latin America businesses. Their focus is to ensure that effective client ... service is provided to our ultra high net worth...investments/mutual funds subscriptions, redemptions, structured notes, capital markets or securities purchases and sales. + Follow-up on the resolution… more
- Truist (Charlotte, NC)
- …shift (United States of America) **Please review the following job description:** Provide trade facilitation service to internal and external clients in a call ... within a call center. + Provide order entry and trade facilitation services in general securities . +...verbal communication skills. + Background and understanding in order processing of equities, options, UITs & mutual funds. +… more
- Bank of America (Dallas, TX)
- …into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations ... experienced team members. **Responsibilities:** + Performs moderately complex transaction processing and reconciliation with medium to large monetary impact… more
- TIAA (Charlotte, NC)
- …close supervision, this job assists with various operational processes pertinent to trade processing , settlements, securities transfer and record ... and Duties** + Performs basic asset management operational processes including trade processing , settlements, and securities transfers, ensuring… more
- JPMorgan Chase (Brooklyn, NY)
- The Corporate Investment Banking - Client Service Analyst is a part of the broader Security Services Custody Client Operations team responsible for ensuring all ... our clients. Custody Operations is a cross product team covering trade instruction capture, settlement; fail management, cash instruction capture, projections,… more
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