- Wilmington Savings Fund Society (Wilmington, DE)
- …to individual, corporate, and institutional clients through multiple integrated businesses. The Client Service Associate is responsible for providing high ... exceptional client service support. Coordinate client meetings for Custody Officers, and assist in meeting preparation.Manage account cash balances… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …and Custody Solutions (FCCS) business group supports relationship management teams, client service teams, pricing and sales teams, and various product teams. ... position acts as an overseer, a consultant and key business partner to our Custody Business partners and Billing team and liaisons with the Risk and Compliance… more
- Fidelity TalentSource LLC (Westlake, TX)
- …growing organization where people make the difference? Do you thrive on providing exceptional client service ? Join us as a Transaction Service Representative ... will assist in servicing and processing transactions for our Custody clients. The Role The Transaction Service ...Movement, TOA, and New Account/Maintenance associates, as well as Client Service Representatives (CSR) and Client… more
- Fidelity TalentSource LLC (Westlake, TX)
- …from start to finish, while managing multiple work items.The Brokerage Operations Associate will interact with our client s, corporate securities' counsel, ... Job Description:The RoleThe Brokerage Operations Associate is a member of the Restricted Stock...advisors) in selling restricted / control securities for their client s pursuant to Securities and Exchange Commission guidelines… more
- JPMorgan Chase (Brooklyn, NY)
- …interactions leaves a lasting positive impression. As a Client Service Associate in our Security Services Custody Client Operations team, you will ... Being apart of our Security Services Custody Client Operations team, you're part...a diverse global markets. Job Responsibilities: + Provide excellent client service and support to internal and… more
- UMB Bank (Kansas City, MO)
- …team is growing and looking for our next teammate! The Client Service Administrator position supports all large institutional custody clients, both global ... The Institutional Custody team provides custody services to...needs and wants of our clients and ultimately drives client strategies. The Client Service … more
- Raymond James Financial, Inc. (Memphis, TN)
- …legal documents from branch personnel. * Answers questions regarding various Custody processes. * Researches and provides resolution on complex business issues. ... a variety of confidential data files and records. * Prepares client correspondence, instructional letters and various documents. * Monitors incoming electronic… more
- US Bank (St. Paul, MN)
- …The role requires meticulous attention to detail, strong organizational skills, strong client service abilities, excellent communication and writing skills and ... management with production management, work allocation, risk management, escalations, and client service deliverables; may also contribute to strategic planning… more
- US Bank (Earth City, MO)
- …**Take your skills to the next level** **U.S. Bank** is hiring for a ** Custody Operations Analyst** within our Trade Services Team. This individual will be working ... directly through email and phone as it is heavily client facing role. Some **_responsibilities_** include: + Delivers a...**_responsibilities_** include: + Delivers a high level of customer service + Identification of and minimization of risk in… more
- JPMorgan Chase (Brooklyn, NY)
- Custody Client Operations professional at JP Morgan Chase, are responsible for the forefront of managing and safeguarding our clients assets with precision and ... services and operational excellence. As a Corporate Action Associate within the Custody Middle Office team,...in various global markets. **Job Responsibilities:** + Provide excellent client service and support to internal and… more
