- HSBC (New York, NY)
- …on best execution and minimal market impact. + Close cooperation with the Sales Trading and Product teams across the Execution Services group will be required ... and detail-oriented professional to join our US Cash Equities Trading team. The role involves executing equity orders on...maintaining the highest standards of risk management and client service . The candidate must already hold active Series 7,… more
- Coinbase (Santa Fe, NM)
- …experience in software engineering. * You've designed, built, scaled and maintained production services , and know how to compose a service oriented architecture. ... architecture, engineering and runtime of the data warehouse to service numerous critical solutions for both internal and external...our position as a global leader in digital asset trading . *What you'll be doing (ie. job duties):* *… more
- Neuberger Berman (New York, NY)
- …+ SIE, Series 7, and Series 66 required + 2-4 years of client service or support experience in the financial services industry preferred + Proficiency ... market values, stock quotes, and online access + Provide trading and administrative support to portfolio managers and team...and FactSet, is a plus + Strong interpersonal, client service , and communication skills (written and verbal) + Ability… more
- NYSERDA (Albany, NY)
- …experience to join the team as an Assistant Director in the Shared Services and Strategic Initiatives group. The successful candidate will lead a team focused ... and yearly petitions to the New York State Public Service Commission for administrative funding. Not only will this...new role reporting to the LSR Director of Shared Services and Strategic Initiatives and represents an exciting opportunity… more
- Motion Recruitment Partners (New York, NY)
- Client Service Associate New York, New York **Hybrid** Contract $25/hr - $30/hr **Title:** Client Service Associate **Description:** Job Description Summary The ... team partners with the portfolio management team, operations, trading and distribution to provide a best in class... and distribution to provide a best in class service experience for all of our clients. We are… more
- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service Delivery ... will play a pivotal role in delivering exceptional customer service and operational support to our clients. Your role...and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You will leverage your… more
- Charles Schwab (Westlake, TX)
- …helping us "challenge the status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients ... In this role, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be… more
- Raymond James Financial, Inc. (Green Bay, WI)
- …Duties and Responsibilities** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes ... securities industry. + Financial markets, products and industry regulations. + Trading terminology. **Skill in** + Client Relationship Management (CRM) software, or… more
- Principal Financial Group (Minneapolis, MN)
- **What You'll Do** As a **Client Service Associate** in our Trust & Custody Department in Minneapolis, MN, you'll put your communication skills and attention to ... help make a positive impact on the clients we service . You will excel in this role by having...projects as required. Operating at the intersection of financial services and technology, Principal builds financial tools that help… more
- Insight Global (New York, NY)
- …Macro Front Office Technology group will lead the development of services , applications, and workflows supporting the convertible bond business. Responsibilities ... the broader Macro ecosystem, and addressing the needs of convertible bond trading desks. The role involves implementing critical workflows across trade booking, P&L,… more