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The Execution Services Operations team is responsible for identifying and resolving trade breaks, proactively monitoring order flow, identifying, and escalating trade discrepancies, resolving trading and exchange-related disputes, and providing key external client support.
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Execute on onboarding and ramp-up plans that drives growth 35% Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Comerica client experience.
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In addition, the role also requires candidates to build positive relationships with business partners in the following groups: Fidelity Digital Assets (FDA), Fidelity Personal Investments (FPI), Workplace Participant Services (WPS), National Financial (NF), IWS (Fidelity Institutional Wealth Services), Fidelity Family Office Services (FFOS), FMR Legal, Financial Crimes Compliance Program Office, Investigations, Credit/Market Risk, and others.
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Comply fully with all Bank and CNS Operational policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Code of Conduct, FINRA, etc.
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General Description: Responsible for the service, sales and retention of client accounts assigned to the Customer Care Center. Activities include, but not limited to new and renewal marketing, handling client questions and requests, policy checking and coverage review.
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Experience with Financial Services Investment Management, Trading or related systems highly preferable ( e.g. Charles River IMS) A client-facing, business and technical staff position responsible for all aspects of managing production Charles River IMS systems for multiple Clients as part of the Charles River Software as a Service (Saas) offerings which includes Application Management for hosted and non-hosted clients.
$142,500 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Under the direction of the AVP and VP of Claims and Claims Team Leader you will review coverage, investigates facts of third-party claims, secure evidence, assesses, addresses subrogation/recovery/tenders, and apportions liability and settles claims at the best outcome within established claim best practices guidelines and client instructions.
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Learn more about what makes us different and how you can thrive as a Private Client Advisor at Marsh McLennan Agency Private Client Services National team. Reviews client exposures, loss experience and current coverages and recommends appropriate products and services.
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Global Financing and Credit Trading (GFCT) is a key business of the Deutsche Bank Investment Bank. We are a leading market maker of Credit products on major Dealer to Client platforms and Credit technology plays a vital part in this role.
$142,250 a yearFull-timeExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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As a Commercial Lines Client Advisor within the Business Insurance team, you'll utilize your exceptional client servicing skills to maintain and expand client relationships within your own assigned book of accounts and also provide professional insurance services to our clients by coordinating with Producers, Underwriters, Service Team members and other departments too.
$120,500 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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The Trust Officer – Charitable Services (TO-CS) is responsible for meeting the trust needs of Bank clients and administering charitable trust accounts for Citizens Private Wealth (CPW). Proactively perform daily trust officer administration responsibilities and consistently deliver a quality CPW client experience.
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Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Our products and services are designed to reduce financial stress and empower all constituents to plan, prepare for, and reach their financial goals through digital and human engagement.
$105,000 a yearFull-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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As our Loss Control Consultant on the Client Management team, you'll identify and evaluate client exposures and potential risks, developing recommendations to achieve mutually agreed upon targeted outcomes such as controlling costs related to excessive and/or unnecessary claims, and advocating for clients with carrier loss control representatives.
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The TO-CS is responsible for the day-to-day management and administration of charitable trust accounts and for working with CPW partners to introduce trust clients and beneficiaries to CPW’s comprehensive suite of trust, investment, financial planning, insurance, and tax services.
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Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
$85,000 a yearFull-timeExpandApply NowActive JobUpdated 24 days ago
client services jobs Company: Jobs Via Efinancialcareers in Wailuku, Hawaii
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