Bill Pay/Asset Delivery Operations Associate

About Equity Trust Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold. With an Equity Trust account, clients have the opportunity to invest in...

*This position is located in our Westlake, OH office and is eligible for a hybrid schedule after 90 days (2 days remote)JOB OVERVIEW:The Dedicated Operations Associate handles all applicable client requests including, but not limited to, new accounts, incoming and outgoing transfers, purchases, sales, distributions, and file maintenance requests accurately,...

*This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after probationary period.JOB SUMMARY:The Operations Associate II for the Account Services and Transfers department processes new accounts, incoming and outgoing transfers and file maintenance requests accurately, efficiently and in accordance with documented...

Brokerage Operations RepresentativeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Brokerage Operations Associate to work in Westlake, Texas!The RoleThis function specifically focuses on analyzing and processing transfer of assets delivery requests of mutual fund and...

Brokerage Operations Representative Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Brokerage Operations Associate to work in Westlake, Texas! The Role This function specifically focuses on analyzing and processing transfer of assets delivery requests of mutual fund...

*This position is located in our Westlake, OH office full-time. JOB SUMMARY:The Data Entry/Mailroom Operations Associate I process client requests accurately, efficiently, and in accordance with documented processes and procedures; provides exceptional service to our clients via phone and email; maintains documentation. Processes and reviews high volumes of...

Job SummaryThe Investment Operations Specialist plays a critical role in ensuring the smooth processing of non-traditional investment requests. This position is responsible for reviewing submissions to verify that all necessary documentation is included and that ownership is properly established through the client's self-directed IRA.Key...

Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. The Director, Product Owner will be a part of Schwab Asset Management (SAM). The overall SAM team is passionately committed...

Job Description:The Role As a Principal Software Engineer for Digital Assets APIs, you will be responsible for building and maintaining a new API platform for accessing Fidelity Digital Assets? Services. This is a hands-on role where you will work across engineering, architecture, and product teams to deliver a complete API offering that is reliable,...

Job Description:The Role As a Senior Software Engineer for Digital Assets APIs, you will be responsible for building and maintaining a new API platform for accessing Fidelity Digital Assets? Services. This is a hands-on role where you will work across engineering, architecture, and product teams to deliver a complete API offering that is reliable, resilient,...

You must apply through our internal portal: ** Store Associate Part-Time** DATE: Apr 20, 2021 CITY: Westlake BRAND: DSW REQ #: 115223 LOCATION NAME: Crocker Park, Westlake DEPARTMENT: Stores **General Summary** Store Associates provide friendly service to customers shopping in-store and those engaging through omni-channel services. They assess the...

About Equity Trust Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold. With an Equity Trust account, clients have the opportunity to invest in...

*This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after probationary period.JOB SUMMARY:The Supervisor, Operations of Investments provides guidance and oversees the Investment Operations. Works closely with Team Leads to ensure the team members are meeting both team and individual expectations. Cultivates positivity...

Job ID: 254451Store Name/Number: OH-Crocker Park (0126)Address: 160 Crocker Park Blvd, Westlake, OH 44145, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: FlexPosition Type: RegularYour role at Sephora: As an Operations Associate, you'll thrive in a dynamic, fast-paced environment. This role is about ensuring a smooth operation...

Job ID: 254451Store Name/Number: OH-Crocker Park (0126)Address: 160 Crocker Park Blvd, Westlake, OH 44145, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: FlexPosition Type: RegularYour role at Sephora: As an Operations Associate, you'll thrive in a dynamic, fast-paced environment. This role is about ensuring a smooth operation...

*This position is eligible for a hybrid schedule after the probationary period.JOB SUMMARY:The Client Account Operations Specialist within the Account Services and Transfers division is responsible for accurately and efficiently processing new client accounts, managing incoming and outgoing transfers, and handling file maintenance requests in accordance with...

Job SummaryThe Investment Operations Specialist plays a critical role in ensuring the smooth processing of non-traditional investment requests. This position is responsible for reviewing submissions to verify that all necessary documentation is included and that ownership is properly established through the client's self-directed IRA.Key...

Job Description: Director, Investment Oversight The Role In this role you will lead the Investment Oversight Team, which helps ensure that the assets of Fidelity Charitable are invested in a prudent manner and in line with investment policies and guidelines. This is accomplished through detailed measurement, analysis and reporting on a large institutional...

Equity Trust is seeking a detail-oriented and customer-focused Operations Associate II to join our growing team in the Account Services and Transfers department. In this role, you will play a vital part in ensuring seamless account management and client satisfaction. As an Operations Associate II, you will be responsible for processing new accounts,...

Job Summary:Director, Investment OversightThe RoleIn this leadership position, you will oversee the Investment Oversight Team, ensuring that the assets of Fidelity Charitable are invested prudently and in line with investment policies and guidelines. This involves detailed measurement, analysis, and reporting on a large institutional multi-asset class...