THE LARGEST COLLECTION OF FINANCIAL SERVICES JOBS ON EARTH
Supports PDF, DOC, DOCX, TXT, XLS, WPD, HTM, HTML files up to 5 MB
Mutual Fund Account Services Support Associate','1702580','!*!Job Summary:
Under general supervision, will apply comprehensive knowledge of mutual fund position maintenance by processing networking requests received through various department portals from financial advisors ..
Sr Tax Reporting Associate','1702615','!*!Job Summary:
Interpret and apply Internal Revenue Service (IRS) tax regulations to client accounts to reflect the proper application of the law. Assist Financial Advisors, branch, and operation ..
Senior Trading Support Associate','1703095','!*!Job Summary:
Under limited supervision, uses intermediate knowledge and skills obtained through experience and/or training to provide support to branches, advisors and other trading groups in specific trading ..
Retirement Plan Service Associate','1703156','!*!Job Summary: Under general supervision, associate uses skills gained through experience ... in a call center environment. Associate will provide a high degree ... through education to..
Trading Support Associate III','1703171','!*!Job Summary:
Under limited supervision, uses advanced knowledge and skills obtained through experience and/or training to lead others in providing support in specific trading activities within an assigned ..
Customer Account Associate','1703121','!*!Job Summary:
Serves as the agent between Branches and the Home Office in call center environment. Reviews, updates, maintains, and services accounts. Protects the Firm, Financial Advisor (FA’s), and ..