6 financial planner jobs found in owings mills, maryland

Are you ready to work in a fast-paced, high-impact role supporting institutional clients across global markets? Our Fixed Income Cash Client Service Group (CSG) is seeking detail-oriented professionals to manage post-trade processes and deliver exceptional client service. As a CSG Representative, you’ll be responsible for trade allocation, confirmation processing, and settlement while minimizing risk for both the firm and our clients. You’ll bu

Are you a detail-oriented multitasker with a passion for providing exceptional customer service? Our Account Transfer (ACATS) team is looking for a dedicated professional to support high-volume asset transfers between financial institutions. In this role, you’ll handle service-related phone calls, process client paperwork, and ensure seamless asset transfers for our branch offices. You’ll work closely with internal teams and external firms, mak

Are you looking for a dynamic, client-facing role in global financial operations? Our Fixed Income Cash Client Service Group (CSG) supports institutional clients across markets, ensuring seamless trade processing from execution to settlement. As part of the wider Global Securities Operations team, CSG professionals deliver top-tier client service while navigating a fast-paced, evolving industry. This role offers a challenging yet rewarding environment wher

Are you passionate about financial markets and trade operations? We are seeking a detail-oriented professional to join our Futures & Options Trade Support team, providing critical support across North American and European markets. In this role, you'll be responsible for resolving trade breaks, managing allocations, investigating clearing exceptions, and developing trade flow solutions. You’ll work closely with clients, exchanges, risk teams, and int

Are you a detail-oriented financial professional with a knack for cash application, billing, and revenue operations? We’re looking for a Cash Application & Revenue Analyst to ensure accurate cash receipt identification, journal entry preparation, and financial reconciliation across multiple business lines and legal entities. In this role, you’ll play a key part in maintaining financial accuracy, resolving billing and cash-related issues, and im

Are you a detail-oriented problem solver with a passion for financial services? We’re seeking a skilled professional to support our Trade Settlement Operations team. In this role, you'll play a critical part in ensuring seamless trade execution by identifying and resolving potential settlement blockers, coordinating with internal teams, and managing post-settlement adjustments. Success in this position requires excellent communication skills, profici