- 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
- Banco Popular Puerto Rico (San Juan, PR)
- Date: Jul 28, 2025 Location: San Juan, PR Company: Popular Workplace Type: On-site Client Service Associate | Popular Securities Job Type Full Time- Non ... trust and loyalty with the entire portfolio of Popular Securities clients. Provide an excellent service through...areas. Address the investment and financial needs of the client , monitor transactions and claims, always complying with the… more
- 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
- 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
- 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)
- **Job Summary:** Manage the implementation of new and incremental client business into the Securities Services organization within JP Morgan's Corporate ... , Securities Lending, Margin Services , and Tri-Party Services . **Job Responsibilities:** Core Responsibilities: + Drive client requirements gathering… 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
- 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
- UMB Bank (Kansas City, MO)
- …environment with unpredictable scenarios while maintaining flexibility and adaptability to client needs. Our Securities Services Operations Associates ... The Securities Services Operations Associate is a...and issues they may face while creating an unparalleled client experience. You will respond to various queries regarding… more
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