- Are you a detail-oriented problem solver with organizational skills and a passion for finance? We’re looking for a skilled professional to join our team! In this role, you will navigate web-based applications, interpret a wide range of reference materials, and utilize third-party information platforms like Xcitek, Bloomberg, and SWIFT. Your ability to quickly adapt, take initiative, and collaborate with a team will be essential in ensuring accurate aAre you a detail-oriented problem solver with organizational skills and a passion for finance? We’re looking for a skilled professional to join our team! In this role, you will navigate web-based applications, interpret a wide range of reference materials, and utilize third-party information platforms like Xcitek, Bloomberg, and SWIFT. Your ability to quickly adapt, take initiative, and collaborate with a team will be essential in ensuring accurate a
- 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, makAre 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
