- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist . This role is critical for the setup, ongoing support, and expansion of ... Some of the key responsibilities include: + The Senior Securities Operations Specialist will own...regression testing for accuracy. + Lead, execute and Operationalize Service Chat across the ICC, both for Client and… more
- Wells Fargo (St. Louis, MO)
- …onboarding, cash payments, customer service , funding operations , custodial operations , securities settlement services , structured loan operations ... **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist as part of the Trade Support Team within Wealth and Investment… more
- Wells Fargo (Charlotte, NC)
- …onboarding, cash payments, customer service , funding operations , custodial operations , securities settlement services , structured loan operations ... **About this role:** Wells Fargo is seeking a Lead Securities Operations Specialist as a...Strong attention to detail and accuracy skills + Brokerage operations experience + Customer service experience +… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Securities Operations Specialist as part of Specialized Asset Support Services within Wealth and Investment ... assets, as well as maintaining insurance on the bank's master trust policy. The Securities Operations Specialist will support leadership by being the point… more
- Principal Financial Group (Minneapolis, MN)
- **What You'll Do** Principal is seeking a ** Securities Operations Specialist I** to join our Principal Custody Solutions (PCS) team. If you enjoy working in ... this may be the position for you! As a ** Securities Operations Specialist I** ,...+ 1+ years of relevant experience (experience in customer service , operations , financial services , or… more
- System One (Tulsa, OK)
- The Securities Services Operations Specialist I is primarily responsible for all transactional processing supporting Wealth Management accounts on the ... years of directly related experience in a high volume securities operations environment or equivalent combination of...System One, and its subsidiaries including Joule, ALTA IT Services , CM Access, TPGS, and MOUNTAIN, LTD., are leaders… more
- Truist (Jupiter, FL)
- …review the following job description:** This position performs assigned duties within Securities Operations unit for the Wealth Management business. This ... and written communication skills to interact with members of Securities Operations . + Good problem solving ability....equivalent work experience + Two or more years of Securities Operation experience with an investment service … more
- Charles Schwab (Indianapolis, IN)
- …matters including Schwab client tax reporting, cost basis, corporate actions, securities operations , distributions, and client reporting products. Charles ... **Your opportunity** Client Reporting and Security Service (CRSS) is part of our Client ...Cost Basis, Corporate Actions, Distributions, Proxy, Class Action, and Securities Operations . + Anticipate client issues and… more
- Citigroup (Tampa, FL)
- **Job purpose:** Securities Service is a key business within the Citi Institutional Clients Group. The business covers Custody, Funds Services and Direct ... with broad end to end understanding of Global Custody and other Securities Services products including Direct Custody, Fund Accounting/Administration and Middle… more
- TD Bank (New York, NY)
- …can provide you more specific details for this role **Job Description:** At TD Securities , the Investment Banking Credit function is an integral part of the full ... suite of services we offer under Investment Banking. Our Investment Banking...markets and banking advice and transaction executions worldwide. TD Securities offers its US based employees the advantage of… more