Investment Services Representative

About the RoleAs a key member of our team, you will provide exceptional support to our clients by resolving their issues in a timely and professional manner. You will be responsible for responding to incoming calls, assisting with inquiries, and providing account information. Your excellent communication skills and ability to analyze and resolve complex...

About the RoleThe Registered Funds Team at UMB Financial Corporation provides critical accounting, pricing, and reconciliation services for our mutual fund and collective trust clients. As a key member of this team, you will play a vital role in supporting our clients' needs and contributing to the growth of our client portfolio.Key ResponsibilitiesRespond...

Job Title: Investment Operations SpecialistBCforward is seeking a highly motivated Investment Operations Specialist to join our team in Chicago, IL.Job Summary:We are looking for a detail-oriented and effective communicator to place and confirm open-ended mutual fund and money market trades on behalf of supported business lines and their respective...

Job DescriptionBCforward is seeking a highly motivated Investment Operations Specialist for a challenging opportunity in the financial services industry.Position Title: Investment Operations SpecialistLocation: Milwaukee, WIJob Type: Full-timeExpected Duration: 12 monthsPay Range: $19-$21 per hourPlease note that actual compensation may vary within this...

Job Title: Investment Operations SpecialistBCforward is seeking a highly motivated Investment Operations Specialist to join our team in Milwaukee, WI.About the Role:We are looking for a detail-oriented and effective communicator to support our business lines and clients. The successful candidate will be responsible for placing and confirming open-ended...

Job SummaryWe are seeking a highly skilled Investment Operations Specialist to join our team at Randstad. As a key member of our operations team, you will be responsible for performing a variety of operational duties within the Investment Operations department.Key ResponsibilitiesResearch and resolve operational and/or accounting exceptions, including...

Job DescriptionPNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team. As a key member of our Private Bank organization, you will be responsible for delivering exceptional investment experiences to our clients, providing actionable advice, market insight, and reporting on investment results.Key...

Job DescriptionPNC Financial Services Group is seeking a highly skilled and experienced Senior Investment Advisor to join our team. As a key member of our organization, you will be responsible for delivering exceptional investment experiences to our clients, providing actionable advice, market insights, and reporting on investment results.Key...

Job Title: Investment Operations SpecialistBCforward is seeking a highly motivated Investment Operations Specialist to join our team in Milwaukee, WI.Job SummaryWe are looking for a detail-oriented and effective communicator to support our business lines and clients with open-ended mutual fund and money market trades.Key ResponsibilitiesPlace and confirm...

About the ProgramThe Robert W. Baird & Company, Inc. Financial Advisor Foundations Program is a comprehensive rotational program designed for individuals passionate about a career in financial advising.Key Program ComponentsWork Experience: Gain hands-on experience in various aspects of financial advising, including client relationships, investment analysis,...

Job Title: Investment Operations SpecialistWe are seeking a highly motivated Investment Operations Specialist to join our team at BCforward. As a key member of our operations team, you will be responsible for placing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and their respective clients.Key...

Culver's is seeking a dynamic and enthusiastic individual to join our front-of-house team as a Customer Service Representative. As a key member of our crew, you will be responsible for delivering exceptional guest experiences, ensuring a warm and welcoming atmosphere, and providing top-notch service to our customers. **What We Offer:** * Competitive...

Job SummaryRose International is seeking a highly skilled Investment Operations Specialist to join our team. As a key member of our financial operations team, you will be responsible for placing and confirming open-ended mutual fund and money market trades on behalf of our supported business lines and their respective clients.Key ResponsibilitiesPlace and...

Job Description:Job Title: Client Service AssociateJob Summary:We are seeking a highly skilled and experienced Client Service Associate to join our team at Russell Investments. As a Client Service Associate, you will be the primary point of contact for existing and potential clients, providing exceptional client service and support.Key...

Culver's is seeking a dynamic and enthusiastic individual to join our front-of-house team as a Customer Service Representative. As a key member of our crew, you will be responsible for delivering exceptional guest experiences, ensuring a warm and welcoming atmosphere, and providing top-notch service to our customers. **What We Offer:** * Competitive...

Job SummaryPNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team. As a key member of our Private Bank organization, you will be responsible for managing client relationships and providing expert investment advice to help them achieve their financial goals.Key ResponsibilitiesClient Relationship ManagementDevelop...

Job SummaryRose International is seeking a highly skilled Investment Operations Specialist to join our team. As a key member of our operations team, you will be responsible for placing and confirming open-ended mutual fund and money market trades on behalf of our supported business lines and their respective clients.Key ResponsibilitiesResponsible for...

Job DescriptionJob ProfilePNC Financial Services Group is a leading financial institution that values its employees as its greatest differentiator and competitive advantage. We strive to create an inclusive workplace culture where all employees feel respected, valued, and have the opportunity to contribute to the company's success.As a Senior Investment...

Job Title: Mutual Fund and Money Market TraderJob Summary:Responsible for executing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and their respective clients.Develops and maintains strong working relationships with financial services representatives and service providers.Key Responsibilities:Communicates...

Job DescriptionJob Title: Financial Services RepresentativeJob Summary:We are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at North Star Resource Group. As a Financial Services Representative, you will be responsible for providing exceptional client service, building strong relationships with clients, and...