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Jobs (13 Matches)
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1. Licensed Senior Specialist Trade Capture   (Fulltime)1 day ago
PNC - United States, PA, Pittsburgh - Not rated - (view employer jobs)
Categories: BankingJob DescriptionFor over 150 years, PNC has grown into one of America's most respected banks, because we're committed to helping customers and employees reach their goals. You can depend on PNC to provide the training you need, along with an inclusive culture that recognizes your talent, values diversity and ...
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2. Processing Mutual Fund Representative   (Fulltime)1 day ago
DST - United States, KS, Kansas City - Not rated - (view employer jobs)
Categories: FinanceJob DescriptionOur Processing Mutual Fund Representatives work under direct supervision and follow standard procedures and detailed instructions in assisting and/or performing tasks. They evaluate, verify, and process routine service requests for purchases, redemptions, transfers, new account set ups, maintenance, etc., from shareholders, broker/dealers, third-party entities, institutions, and client fund ...
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3. Team Leader-Equity & Fixed Income Service   (Fulltime)2 days ago
Edward Jones HQ - United States, MO, Saint Louis - Not rated - (view employer jobs)
Categories: FinanceJob DescriptionIf you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client.We believe that building long-term ...
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4. Securities Settlement Processor   (Temporary)2 days ago
Kforce Finance and Accounting - United States, DE, Newark - Not rated - (view employer jobs)
Categories: FinanceJob DescriptionRESPONSIBILITIES:Kforce has a client seeking a Securities Settlement Processor in Newark, Delaware (DE). As a Securities Settlement Specialist, the candidate will monitor, analyze, and process transactions via numerous proprietary and vendor systems. This candidate will be responsible to facilitate the accurate and timely settlement of securities transactions across ...
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5. Lead MF/Corp. Securities Rep.   (Fulltime)2 days ago
DST - United States, KS, Kansas City - Not rated - (view employer jobs)
Categories: OtherJob DescriptionLead Mutual Fund/Corporate Securities Representatives evaluate, verify, and process service requests from shareholders, third-party entities, institutions, broker/dealer operations, or client Fund/Stock groups. This may include researching, resolving, and/or responding to complex inquires in written or verbal format. Lead Mutual Fund/Corporate Securities Representatives may also perform other complex operational ...
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6. Licensed Invest Support Specialist II   (Fulltime)2 days ago
Fifth Third Bank - United States, FL, Largo - Not rated - (view employer jobs)
Categories: OtherJob DescriptionDivision: Investment Advisors FlsaStatus: Non-Exempt EmploymentType: Regular The Licensed Investment Support Specialist II provides office management support for registered securities representatives (e.g., Investment Executives, or Wealth Management Advisors).ESSENTIAL DUTIES AND RESPONSIBILITIES:. Provide daily administrative support to designated registered representatives, and existing and potential clients.. Provide guidance to the banking center partners ...
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7. Licensed Invest Support Specialist II   (Fulltime)2 days ago
Fifth Third Bank - United States, FL, Naples - Not rated - (view employer jobs)
Categories: OtherJob DescriptionDivision: Investment Advisors FlsaStatus: Non-Exempt EmploymentType: Regular The Licensed Investment Support Specialist II provides office management support for registered securities representatives (e.g., Investment Executives, or Wealth Management Advisors). ESSENTIAL DUTIES AND RESPONSIBILITIES: . Provide daily administrative support to designated registered representatives, and existing and potential clients. . Provide guidance to the ...
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8. Corporate Bonds Salesperson   (Fulltime)4 days ago
William Blair & Company, L.L.C. - United States, IL, West Chicago - Not rated - (view employer jobs)
Categories: SalesJob DescriptionOrganization Overview  William Blair & Company is a global investment banking and asset management firm. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is based in Chicago, with ...
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9. Financial and Operations Principal - Equities (Broker Dealer)   (Fulltime)4 days ago
PhillipCapital - United States, IL, West Chicago - Not rated - (view employer jobs)
Categories: FinanceJob Description PhillipCapital is looking for an experienced series 27 licensed Financial and Operations Principal to join the firm as we add a self-clearing broker dealer license to the multi-asset class firm. Responsibilities will include developing the equities daily process and periodic regulatory reporting as well as broader responsibilities ...
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10. Trading Specialist   (Fulltime)5 days ago
RBS Citizens Financial Group, Inc - United States, RI, Riverside - Not rated - (view employer jobs)
Categories: FinanceJob Description Provide the delivery of world class customer service and trading experience to our equity, fixed income, and mutual fund clients.  Work closely with internal departments to ensure prompt and accurate resolution to all customer requests and inquiries.  With emphasis on teamwork, assist account managers, FC's and department ...
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11. Mutual Funds Service Prof   (Fulltime)6 days ago
Thrivent Financial - United States, WI, Appleton - Not rated - (view employer jobs)
Categories: FinanceJob DescriptionJob SummaryProvides superior customer service to members, shareholders, the field and internal staff. Answers incoming calls regarding all aspects of mutual fund accounts; executes mutual fund transactions. This position focuses on acquiring and using job, industry and technical knowledge and skills to serve customers effectively.Job Duties ...
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12. Mutual Funds Service Prof   (Fulltime)6 days ago
Thrivent Financial - United States, MN, Minneapolis - Not rated - (view employer jobs)
Categories: FinanceJob DescriptionJob SummaryProvides superior customer service to members, shareholders, the field and internal staff. Answers incoming calls regarding all aspects of mutual fund accounts; executes mutual fund transactions. This position focuses on acquiring and using job, industry and technical knowledge and skills to serve customers effectively.Job Duties ...
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