- JPMorgan Chase (Boston, MA)
- …the customer journey by turning product insights into meaningful relationships. As a Customer Success Manager in Client Services , you will be a core ... Navigate the organization to to ensure continuous improvement of service delivery **Required qualifications, capabilities, and skills** + 5+...+ 5+ years of experience or equivalent expertise in customer success roles in product or technology.… more
- HP Inc. (Spring, TX)
- …brand. The successful candidate will lead a large team, overseeing Corporate, Securities , Disclosures, and Mergers & Acquisitions. They will support HP Inc.'s ... innovation at every level. They will shepherd the legal services function into its next iteration of client partnership...the team can perform their best. + Governance and Securities : Lead the Corporate Secretary function with direct executive… more
- Coinbase (Des Moines, IA)
- …driving product adoption. * Minimum of 2+ year of relevant experience in a financial services customer service or support role in a fast paced environment. ... primary subject matter expert for Coinbase's products, providing world-class service and support to our most valued customers. You'll...* Advanced knowledge of the financial services industry and securities trading. * Flexible… more
- Truist (Lumberton, NC)
- …Federal Reserve account such as ACH, cash letters, coin and currency, large customer wires, securities activity, mortgage activity and NCSS settlements. + Send ... the following job description:** Mid-level position to contribute to the success of Investment Portfolio Operations, Corporate Funding Operations or Collateral… more
- Wells Fargo (Charlotte, NC)
- … supervisor and escalate non-routine questions **Required Qualifications:** + 2+ years of Customer Service , Financial Services or Contact Center experience, ... role:** Wells Fargo is seeking a Boots to Banking Customer Service Represtative for the Investment Contact...issues from customers with empathy regarding financial products and services through a variety of channels such as phone,… more
- JPMorgan Chase (Boston, MA)
- …exceptional service . You will manage a diverse team, interpret customer needs, and identify trends to generate innovative solutions, making impactful decisions ... fund services organization to promote client focus and drive service quality, while engaging in strategic planning, stakeholder management, and conflict… more
- Comerica (Dallas, TX)
- …banking, with a focus on merger, acquisition and divestiture ("M&A") advisory services and select junior capital raise / private placement assignments. IB Analysts ... work closely with other IB professionals to market the firm's advisory services to prospective investment banking clients, and to execute engaged advisory… more
- Wells Fargo (St. Louis, MO)
- …change based on business needs **Required Qualifications:** + 4+ years of customer contact within a Financial Services environment, Underwriting, Quality ... Qualifications:** + 2+ years of experience in brokerage/banking experience, knowledge of securities /risk operations processing or services + 1+ year of… more
- TD Bank (New York, NY)
- …York, New York, United States of America **Hours:** 40 **Line of Business:** TD Securities **Pay Detail:** $150,000 - $190,000 USD TD is committed to providing fair ... FCRM TDS Business Oversight **Reports to:** AVP, Head of FCRM Oversight, TD Securities , US **Position Summary** The US FCRM TDS Business Oversight team supports TD… more
- JPMorgan Chase (Chicago, IL)
- …This role provides a unique opportunity to contribute to our team's success while developing your skills in sales practice management. **Job Responsibilities** + ... reviews that may have impact to more than one customer , more than one advisor, a region and/or national...+ Possess a competent level of knowledge of relevant securities rules, regulations, guidelines, securities products, and… more