- US Bank (Milwaukee, WI)
- …you will: + Be responsible for the analysis and processing of a variety of complex mutual fund transaction requests for mutual fund companies and their ... Day One. **Job Description** **Your journey starts now.** Global Fund Services is seeking a future team member for...seeking a future team member for the role of Mutual Funds Specialist to support our Contact… more
- US Bank (Milwaukee, WI)
- …One. **Job Description** Responsible for the analysis and processing of a variety of complex mutual fund transaction requests for mutual fund companies ... rebooking trades due to pricing errors. Processes conversions, de-conversions and fund liquidations. Researches shareholder requests to ensure compliance with SEC,… more
- KeyBank (Brooklyn, OH)
- … Funds Receipts & Distributions Senior Specialist ** helps manage the movement of mutual fund investments in, out, and between accounts at Key Bank. These ... Key Private Bank and Investment Advisory services. This job includes: + **Receiving mutual fund assets:** Take action when new accounts are opened, making sure … more
- Charles Schwab (Westlake, TX)
- …us "challenge the status quo" and transform the finance industry together. Our goal in Mutual Fund Operations (MFO) is to be the most admired and respected group ... MFO is a cross-functional team that handles multiple functions within Mutual Fund Operations, including, but not limited too: Trading, Dividends, Sub Accounting… more
- US Bank (Cincinnati, OH)
- …and discover what you excel at-all from Day One. **Job Description** The Global Fund Services Onboarding team provides guidance and education to Global Fund ... into the broader US Bank ecosystem. As an onboarding specialist , you will work directly with clients and internal...you will work directly with clients and internal Global Fund Services teams to manage onboarding events and help… more
- US Bank (Cincinnati, OH)
- …and discover what you excel at-all from Day One. **Job Description** The Global Fund Custody Account Opening team performs opening of Global Fund Services ... clients. These accounts are established to hold assets of mutual funds, exchange traded funds, hedge funds, private equity...available to join this team. As a new account specialist , you will perform account opening functions yourself as… more
- Citizens (Johnston, RI)
- …responsible for opening/maintaining brokerage accounts, performing trades for equity/fixed income/ mutual fund clients and assisting clients with money ... Description The role of Wealth Management - Wealth Ops Specialist - Contact Center provides candidates with an introduction into the world of Investments Products via… more
- MD Anderson Cancer Center (Houston, TX)
- …driving successful fundraising initiatives and enhancing donor relations. The Philanthropy Specialist plays a vital role in advancing the division's fundraising ... information, and strong project management skills. Above all, the Philanthropy Specialist must thrive in a fast-paced environment and make impactful contributions… more
- Manulife (Boston, MA)
- **Position Overview** The **Director, Investment Specialist /Head of Co-Manufactured Products** will lead the end-to-end development and product management of ... delivery. Externally, they will be the single point of contact with Fund Partners, Fiduciary partners and third-party trust companies. This individual will also… more
- Charles Schwab (Westlake, TX)
- …relationships + Process service inquiries as well as equity, ETF, option, and mutual fund transactions. + Adhere to all company policies and procedures. ... their investment choices within the plan. The Participant Group Specialist will directly interact with a variety of clients...retirement plans and specialized PCIS information. In addition, the Specialist must be able to multitask and work on… more