- Huntington National Bank (Fairlawn, OH)
- Description Summary:The Wealth and Investment Service Specialist II is responsible for the day-to-day activities and interaction between the client and ... terms of establishment of documentation, maintenance, and servicing of the relationship. The Service Specialist II is also responsible for maintaining a high… more
- T. Rowe Price (Baltimore, MD)
- … Operations and Global Client Investment Reporting. + The Client Service Specialist exercises proven judgment and discretion in analyzing, evaluating, and ... employees to feel challenged, engaged and valued. Role Summary + The Client Service Specialist is responsible for servicing our institutional clients holding… more
- Charles Schwab (Richfield, OH)
- …Sponsors, Participants, Third-Party Administrators (TPAs) and Investment Advisors. As a Service and Operations Specialist , you will provide a wide range of ... in response to inquiries and/or service issues. Responsibilities for the Service and Operations Specialist include, but not limited to: + Responsible… more
- Randstad US (St. Paul, MN)
- investment operations specialist . + st paul , minnesota + posted 7 days ago **job details** summary + $23.10 - $23.11 per hour + temporary + bachelor degree + ... management occupations + referenceAB_4544786 job details Our client is seeking an Investment Operations Specialist to provide quality support to investment… more
- Equitable (Charlotte, NC)
- Investment Product Sales Specialist (Remote Possible) ( 230000Z3 ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED STATES-Remote ... help unlock your potential? The key objectives of the Investment Product Sales Specialist are to build...participation in conferences and other events + Products and service support (advisory and brokerage accounts - including mutual… more
- Morgan Stanley (Seattle, WA)
- …each other to process all tasks throughout the day. ABOUT THE ROLE The Investment Operations Specialist works closely with the team on ensure all sponsors ... workforce (M/F/Disability/Vet). **Job:** **Asset/ Investment Management* **Title:** * Investment Operations Specialist - Parametric* **Location:** *Washington-Seattle*… more
- Mirador (Stamford, CT)
- …visit our website (https://miradorllc.com/career-opportunities). Summary of Position The Private Investment Operations Specialist will partner with wealth ... deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that… more
- PNC (Louisville, KY)
- …be performed remotely, at the manager's discretion. This position works as part of an investment service team in the AMG Investment Office reporting to the ... valued and have an opportunity to contribute to the company's success. As an Investment Management Solutions Specialist within the PNC Asset Management Group … more
- PNC (Philadelphia, PA)
- …and have an opportunity to contribute to the company's success. As an Investment Manager/Portfolio Research Specialist - Operational Due Diligence within PNC's ... Asset Management Group Investment Office organization, you will be based in Philadelphia, PA. The position is primarily based in a PNC location. Responsibilities… more
- Cyprus Credit Union (West Jordan, UT)
- …the Investment Services Program Manager and Field Advisors, processing members' investment service needs, and performing tasks such as new account ... reducing our carbon footprint. Compensation and Benefits As an Investment Services Operations Specialist , you will receive...+ Follow up with branches + Fulfill weekly member service needs and follow-up requests + Ensure compliance with… more
- Bank of America (Modesto, CA)
- Investment Management Specialist Modesto, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products… more
- JPMorgan Chase (Los Angeles, CA)
- …role works collaboratively with Field Leadership, Managed Solutions and Product/Asset Class Specialist teams to implement the JP Morgan Wealth Management strategy to ... individual will accomplish this by having a broad understanding of the investment product offering (advisory, alternatives, and brokerage), market insights and key … more
- Truist (Dallas, TX)
- … Support Specialist /Fiduciary Support Specialist , trust experience, investment , banking or financial planning-related client service experience, or ... centers of influence. Provide essential fiduciary support in the daily investment portfolio administration for the Wealth Management regional office. Provide… more
- Bank of America (Scranton, PA)
- Financial Service Representative- Retirement and Benefits Investment Specialist Pennington, New Jersey;Tampa, Florida; Scranton, Pennsylvania **Job ... contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client care,… more
- Wells Fargo (Charlotte, NC)
- …with you. **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist Military Apprentice for our Corporate and ... and obtained the required experience of a fully functioning Senior Institutional Investment Operations Specialist **Required Qualifications, US:** + 2+ years of… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist to join our Asset Services team as part of Corporate and ... Investment (CIB) Operations. This team is responsible for managing...procedures. + Lead complex initiatives in operational and customer service for lifecycle support for institutional trade flow functions… more
- Santander US (New York, NY)
- CRM Data Analytics & Models Specialist - Corporate & Investment Banking New York, United States of America **SCIB is looking for a CRM DATA ANALYTICS & MODELS ... SPECIALIST , based in our NEW YORK CITY office.** **WHY...Do you want to join us? **Santander Corporate & Investment Banking (SCIB)** is Santander's global division that supports… more
- Bank of America (Lincoln, RI)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Lincoln, Rhode Island **Job Description:** At Bank of America, we are guided by a ... central entry point into a fully licensed financial services career. **An Investment Specialist Trainee (responsibilities):** * Identifies clients' needs and… more
- Bank of America (Pennington, NJ)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66). Pennington, New Jersey;Rolling Meadows, Illinois **Job Description:** At Bank of ... a central entry point into a fully licensed financial services career. An Investment Specialist Trainee (responsibilities): * Identifies clients' needs and find… more
- Randstad US (St. Paul, MN)
- investment operations specialist . + st paul , minnesota + posted 3 days ago **job details** summary + $22.29 - $22.30 per hour + temporary + bachelor degree + ... is a Fortune 500 Financial Services Company and they are hiring for an Investment Operations Specialist ! Please review the above job description and let us… more