- Locations: California, Massachusetts, Pennsylvania, Connecticut, New York
- Related Keywords: Customer, Customer Service, Funds, Mutual, Mutual Funds, Service
- Analyst/Assistant Portfolio Manager
- Prominent Israeli Banking Group (Tea, SD)
- ...foreign exchange, financial derivatives, international trade, mortgages, pension consulting, mutual funds , portfolio management, underwriting, leasing and international...its activities, leading to an overall focus on excellent customer service and a high level of expertise....
- Web Information Analyst
- Well-Diversified Investment Management Firm (Irvine, CA)
- ...companies manage the investments of individuals and large institutions through mutual funds , separately managed accounts and pooled investment...in statistical methods/tools to leverage statistics in analysis * Strong customer service orientation * Ability to work both...
- Regional Marketing Associate - Mutual Funds /Financial Services
- Volt Information Sciences (New York, NY)
- Click here Regional Marketing Associate - Mutual Funds /Financial Services Posted on:10/02/09 Job Number: 300270-7460-10-249965 Add...new leads for the external wholesalers. * Responds to inbound customer calls. * Answers product questions. * Provides performance data in...
- Regional Marketing Associate - Mutual Funds /Financial
- Volt Information Sciences, Inc. (New York, NY)
- Regional Marketing Associate Series 7/Series 63, Mutual Funds /Financial Services, Sales SALARY RANGE: $50K-60K UP TO $50K...qualifies new leads for the external wholesalers. * Responds to inbound customer calls. * Answers product questions. * Provides performance data in...
- Mutual Funds Specialist 2 - Account Svcs, Document Distribution and Correspondence
- US Bank (Milwaukee, WI)
- Title: Mutual Funds Specialist 2 - Account Svcs, Document Distribution and Correspondence Location:...* Minimum two years of experience in accounting/financial transactions and customer service . Preferred Skills/Experience * Excellent analytical and reading...
- Mutual Funds Specialist 2 - Investor Services
- US Bank (Milwaukee, WI)
- ... Funds Specialist 2 - Investor Services Location: Wisconsin-Milwaukee Mutual Funds Shareholder Service Representative II...* Minimum two years of experience in accounting/financial transactions or customer service skills. Preferred Skills/Experience * Ability to...
- Mutual Funds Registered CSR 1 - Financial Control
- US Bank (Milwaukee, WI)
- Title: Mutual Funds Registered CSR 1 - Financial Control Location: Wisconsin-Milwaukee Responsible for the accurate and...systems and processes - Ability to plan and prioritize multiple processes effectively - Well-developed customer service skills - Good 10 key skills
- Mutual Funds & Annuities Assoc
- Prudential Financial, Inc. (Dresher, PA)
- ...to understand procedures and apply them when reviewing various types of paperwork.Is self-motivated and driven to provide exceptional customer service to both internal and external customers.Takes ownership for their work and drives cases to resolution and closure.Proactively...
- Mutual Fund Call Center Leader
- GE (Stamford, CT)
- ...Team) and Service Center * Manage issue resolution for Mutual Funds Operational processes (in house & service...* Drive process improvements within shareholder services to help deliver exceptional service to customer . Extensive testing required throughout any change...
- Mutual Fund Trader
- LPL Financial (Charlotte, NC)
- ...More information about this job: Responsibilities: To provide superior customer service to Financial Advisors and their clients...and explaining trading procedures, policies and regulations pertaining to Mutual Funds when applicable. * UAT Testing BranchNet...
- Mutual Fund Operations Specialist
- Charles Schwab (Phoenix, AZ)
- ...needed. Individual will be responsible to perform functions related to Mutual Funds Dividend processing. This includes, but is...& programs, word processing, spreadsheet applications.. Basic problem solving and customer service skills and a working knowledge of...
- Variable Pricing Specialist
- CUNA Mutual (Waverly, PA)
- ...rules which regulate accounting, pricing, and reporting for SEC-registered mutual funds and variable insurance products; * Ability...to transfer knowledge through problem-solving experiences; Strong interpersonal and customer service skills, creating alliances and a high...
- Business Development Specialist
- Diversified Investment Management Group (Chicago, IL)
- ...financial advisors regarding separately managed accounts and mutual funds . ESSENTIAL FUNCTIONS: * Provides superior service and...of the Investment Management Industry preferred. * Demonstrated excellence in customer service and client support. * Demonstrated excellence...
- Administrative Assistant - Investment Group
- Well-Diversified Investment Management Firm (San Francisco, CA)
- ...Our companies manage the investments of individuals and large institutions through mutual funds , separately managed accounts and pooled investment ...multi-task and meet business needs while remaining flexible with a strong customer - service focus # A great team player who is...