- Thrivent Financial (Crete, IL)
- …who thrives working not only independently but also with a team. The Securities Client Service Administrator's main responsibilities will include providing ... client service along with advisor support: answering client ...securities trade orders from customers; contacting clients for service related matters; and, participating in occasional marketing events… more
- JPMorgan Chase (New York, NY)
- As a Client Service Manager (CSM) in Securities Services , you will join the client service team and have an assigned book of clients. You will ... As a CSM, you will lead in-person meetings, manage client relationships, and coordinate service delivery to...+ Ability to learn and discuss the products and services offered by Securities Services … more
- JPMorgan Chase (New York, NY)
- As a Client Service Manager (CSM) in Securities Services , you will join the client service team and support a book of clients. You will work ... client ongoing satisfaction with JPM. + Maintain client profiles and service level documents. +...+ Ability to learn and discuss the products and services offered by Securities Services .… more
- Citigroup (Tampa, FL)
- …of client securities transactions while simultaneously providing excellent client service . **Responsibilities:** + Support client activity across ... between Client Teams and Citi Operations & Transactions Teams providing superior client service and operational excellence + Build and foster client … more
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, ... and mutual fund transactions for clients of City National Securities . Assist CNS brokerage clients and Retirement Services... market. * Minimum of 5 years of direct client services experience required * FINRA Series… more
- JPMorgan Chase (New York, NY)
- … client requirements gathering and proposing target solutions in the Securities Services industry. Your expertise will ensure seamless project execution ... forums. **Required qualifications, capabilities, and skills** + Working knowledge of multiple Securities Services products such as Custody, Fund Accounting, Fund… more
- JPMorgan Chase (New York, NY)
- …Entities, and Insurance Companies. Manage the implementation of new and incremental client business into the Securities Services organization within ... Services , Securities Lending, Margin Services , and Tri-Party Services . **Job responsibilities:** + Drive client requirements gathering and propose &… more
- Wells Fargo (St. Louis, MO)
- …processes including client account onboarding, cash payments, customer service , funding operations, custodial operations, securities settlement services ... **About this role:** Wells Fargo is seeking a Securities Operations Associate to join the Client Mailing Team within Wealth & Investment Management. Learn more… more
- Comerica (Dallas, TX)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- Citigroup (Tampa, FL)
- …this role is to facilitate the clearance, settlement and investigation of client securities and derivatives transactions. **Responsibilities:** + Resolve complex ... process problems which require an in-depth evaluation of basic securities processing procedures and industry standards + Offer advanced solutions for assigned … more
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