Current jobs related to Trade Services Associate - Charlotte, North Carolina - Wells Fargo
-
Trade Barista
2 weeks ago
Charlotte, North Carolina, United States Omni Hotels Full timeJob SummaryAs a Trade Restaurant and MODBAR Barista at Omni Charlotte Hotel, you will be responsible for delivering exceptional customer service and creating a memorable experience for our guests. You will prepare and serve food and beverage offerings, maintain a clean and comfortable environment, and interact with other departments to ensure guest needs are...
-
Trade or Transaction Specialist
4 weeks ago
Charlotte, North Carolina, United States Pyramid Consulting, Inc Full timeTrade or Transaction Analyst Job DescriptionWe are seeking a skilled Trade or Transaction Analyst to join our team at Pyramid Consulting, Inc. This is a contract opportunity with a potential for long-term engagement.Key Responsibilities:Manage and review all US Futures Exchange Option Expiry & Delivery processing requirements, including in/out of the money...
-
Trade or Transaction Specialist
4 weeks ago
Charlotte, North Carolina, United States Pyramid Consulting, Inc Full timeTrade or Transaction Analyst Job DescriptionWe are seeking a skilled Trade or Transaction Analyst to join our team at Pyramid Consulting, Inc. This is a contract opportunity with long-term potential, located in Charlotte, NC.Job Summary:The successful candidate will be responsible for managing and reviewing all US Futures Exchange Option Expiry & Delivery...
-
OTC Trades Operations Specialist
3 weeks ago
Charlotte, North Carolina, United States Strategic Staffing Solutions Full timeOTC Trades Operations Specialist OpportunityStrategic Staffing Solutions is seeking a highly skilled OTC Trades Operations Specialist to join a leading Financial Services client in Charlotte, NC. This is an on-site position that requires strong knowledge and understanding of derivative products and drafting OTC Confirmation experience.Key...
-
Trade Surveillance Business Analyst
3 weeks ago
Charlotte, North Carolina, United States Synechron Full timeJob Title: Trade Surveillance Business AnalystLocation: Charlotte, NC (Hybrid Model)Work Model: HybridJob Summary: Synechron is seeking a skilled Trade Surveillance Business Analyst to join our compliance team in Charlotte, NC. The ideal candidate will be responsible for monitoring and analyzing trade activities to ensure compliance with regulatory...
-
Elevator Trade Apprentice
2 weeks ago
Charlotte, North Carolina, United States Delaware Elevator Full timeJob OpportunityDelaware Elevator is seeking a motivated and skilled Elevator Trade Apprentice to join our team in the Carolinas region.Job SummaryWe are looking for an individual who is eager to learn and develop their skills in the elevator trade. As an Elevator Trade Apprentice, you will assist a licensed elevator mechanic with all aspects of the job,...
-
Equity Trades Processing Specialist
2 weeks ago
Charlotte, North Carolina, United States Bank of America Full timeJob Title: Equity Trades Processing SpecialistBank of America is seeking a highly skilled Equity Trades Processing Specialist to join our Global Markets team. As a key member of our operations team, you will be responsible for providing research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading, and...
-
High Net Worth Service Associate
2 weeks ago
Charlotte, North Carolina, United States Fidelity Investments Full timeJob OverviewFidelity Investments is seeking a highly skilled and motivated High Net Worth Service Associate to join our team. As a key member of our financial services team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Key ResponsibilitiesEngage with clients through inbound calls, responding to...
-
Compliance and Operational Risk Manager
1 week ago
Charlotte, North Carolina, United States Bank of America Full time**Compliance and Operational Risk Manager Role**At Bank of America, we are committed to helping our clients achieve their financial goals through responsible growth. As a Compliance and Operational Risk Manager, you will play a critical role in ensuring that our organization operates in accordance with applicable laws, rules, and regulations.**Key...
-
Senior Manual QA Tester
1 week ago
Charlotte, North Carolina, United States Synechron Full timeJob Title: Senior Manual QA Tester - FX Trading PlatformsLocation: RemoteJob Type: Full-timeAbout Us: Synechron is a multinational organization with 55 offices in 20 countries, offering a highly competitive compensation and benefits package.Job Description:We are seeking a Senior Manual QA Tester to join our team. The successful candidate will be responsible...
-
Portfolio Management Associate
1 month ago
Charlotte, North Carolina, United States Choreo Full timePortfolio Management AssociateAt Choreo, we are dedicated to delivering exceptional financial planning services to our clients. As a Portfolio Management Associate, you will play a critical role in helping us achieve this goal.Key ResponsibilitiesUpdate and maintain our trading systems, including Centralized Trading Platform models and strategies.Oversee and...
-
Senior Manual QA Tester
1 week ago
Charlotte, North Carolina, United States Synechron Full timeJob Title: Senior Manual QA Tester - FX Trading PlatformsJob Summary:We are seeking a highly skilled Senior Manual QA Tester to join our team in Charlotte, NC & Hackensack, NJ. As a Senior Manual QA Tester, you will be responsible for conducting hands-on testing of our FX trading platforms.Key Responsibilities:Develop test plans, test cases, and test scripts...
-
Office Services Associate
3 weeks ago
Charlotte, North Carolina, United States GLC Business Services Full timeJob Title: Office Services AssociateWe are seeking a highly motivated and detail-oriented Office Services Associate to join our team at GLC Business Services. As a key member of our operations team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Perform various administrative tasks,...
-
Portfolio Management Associate
2 weeks ago
Charlotte, North Carolina, United States Choreo Full timePortfolio Management AssociateAt Choreo, we are dedicated to delivering exceptional financial planning services to our clients. As a Portfolio Management Associate, you will play a critical role in helping us achieve this goal.Key Responsibilities:Update and maintain our trading systems, ensuring seamless execution of client trades.Oversee portfolio...
-
Settlements Associate
1 month ago
Charlotte, North Carolina, United States Social Capital Resources Full timeJoin Social Capital Resources as a Settlements AssociateAbout the Role:We are seeking a highly skilled Settlements Associate to join our team at Social Capital Resources. As a key member of our operations team, you will be responsible for ensuring the smooth execution of our domestic settlement processes.Key Responsibilities:Perform daily Domestic Settlement...
-
Charlotte, North Carolina, United States Synechron Full timeAbout SynechronSynechron is a global consulting firm that combines creativity and innovative technology to deliver industry-leading digital solutions. Our progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and Software Engineering, servicing an array of noteworthy financial...
-
Securities Lending Operations Associate
3 weeks ago
Charlotte, North Carolina, United States Social Capital Resources Full time{"title": "Securities Lending Operations Associate", "content": "Job SummaryWe are seeking a highly skilled Securities Lending Operations Associate to join our team at Social Capital Resources. As a key member of our Securities Lending Middle Office, you will be responsible for supporting the Stock Loan trading desk by processing all aspects of Operations...
-
Portfolio Management Associate
1 week ago
Charlotte, North Carolina, United States Choreo Full timePortfolio Management Associate Job DescriptionAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and...
-
Charlotte, North Carolina, United States Synechron Full timeAbout the RoleSynechron is seeking a skilled Java developer with expertise in FX trading and/or payment systems to join our team in Charlotte, NC.Key ResponsibilitiesDevelop, enhance, and maintain Java-based applications for FX trading platforms or payment systems.Collaborate with business analysts and product teams to translate functional requirements into...
-
Charlotte, North Carolina, United States Synechron Full timeAbout SynechronSynechron is a global consulting firm that combines creativity and innovative technology to deliver industry-leading digital solutions. Our progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and Software Engineering, servicing an array of noteworthy financial...
Trade Services Associate
2 months ago
About this Role:
Wells Fargo is seeking a Trade Services Associate to join our US Trade Services Standby Letters of Credit Team within Commercial Banking Operations.
Key Responsibilities:
• Provide support in retaining existing clients and referring international banking issues within trade services
• Issue, advise, and direct collections in accordance with Trade Services standards
• Amend letters of credit and process documentation
• Identify opportunities for growth through client referrals
• Receive direction from leadership while developing an understanding of trade services, policies, and procedures
• Process complex letters of credit documentation
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Requirements:
• 6+ months of Trade Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Desirable Qualifications:
• Standby Letter of Credit and/or Demand Guarantee experience
• CDCS/CSDG certification
• Strong attention to detail and accuracy skills
• Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
• Strong organizational, multi-tasking, and prioritizing skills
• Ability to work independently and in a team environment
• Ability to work in a fast-paced deadline-driven environment
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills
• Fast and accurate keying skills
• Excellent verbal, written, and interpersonal communication skills
• Strong time management skills and ability to meet deadlines
• Strong analytical skills
• Outstanding problem-solving skills
• Knowledge and understanding of technology testing: unit, integration, and system testing
• Client service focus with the ability to listen to customer needs and recommend solutions
At Wells Fargo:
We value diversity, equity, and inclusion in the workplace. We welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran, or any other status protected by applicable law.
We believe in building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture. Our employees are accountable for execution of all applicable risk programs, which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
We are an equal opportunity employer and welcome applications from all qualified candidates.