- Charles Schwab (Westlake, TX)
- …team that handles multiple functions within Mutual Fund Operations , including, but not limited too: Trading , Dividends, Sub Accounting and ... and transform the finance industry together. Our goal in Mutual Fund Operations (MFO) is...Experience with vendor relations or sub accounting relative to Mutual Funds + Complex problem-solving skills +… more
- Bank of America (Dallas, TX)
- …and sub-accounting services for over 30,497 securities representing domestic and offshore Mutual Fund , Alternative Investment and Money Market positions + ... in over 600 Settlement and Custody ledger accounts for Mutual Funds and Alternative Investments + Mitigates...of cash settlement, custody oversight, and dividend distributions for Mutual Fund , Alternative Investment and Money Market… more
- Kestra Financial (San Antonio, TX)
- …of broker-dealer operations and investment products (equities, bonds, options, mutual funds , annuities, insurance, managed accounts). + Experience within an ... directly to the Financial Planner and manages the firm's client service operations , overseeing support staff and enhancing the client experience through proactive… more
- Kestra Financial (Fort Worth, TX)
- …financial services products, including but not limited to: equities, bonds, options, mutual funds , annuities, insurance, and managed accounts * Previous ... will need high attention to detail as they execute on portfolio trading , data gathering, modeling, case design, scenario building, and plan and presentation… more
- TEKsystems (Fort Worth, TX)
- Description MUST HAVE SERIES 7, 63 &/OR 66 Trade Desk, Mutual Fund Trader, incoming call center, 100% service, work with field office/financial advisors and ... client facing Taking calls from customers about trading , moving money, etc. Average 30 calls per day...our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions.… more
- TEKsystems (Fort Worth, TX)
- …(Monday/Friday) and 3 days in office (Tuesday-Thursday) Job Description + Trade Desk, Mutual Fund Trader, incoming call center, 100% service, work with field ... and client facing + Taking calls from customers about trading , moving money, etc. + Average 30 + calls...our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions.… more