Are you detail-oriented and driven by efficiency? We’re looking for an Operations Specialist to process routine transactions, generate reports, and provide top-tier support to internal and external clients. In this role, you will: ✅ Handle key operational functions such as account openings, trade processing, payment processing, and data entry ✅ Ensure accuracy and compliance by following established procedures ✅ Deliver quality service while supporti
Are you detail-oriented and driven by efficiency? We’re looking for an Operations Specialist to process routine transactions, generate reports, and provide top-tier support to internal and external clients. In this role, you will: ✅ Handle key operational functions such as account openings, trade processing, payment processing, and data entry ✅ Ensure accuracy and compliance by following established procedures ✅ Deliver quality service while supporti
Are you detail-oriented and passionate about financial data accuracy? Join our Cost Basis Team as a Financial Analyst, where you’ll play a key role in processing transactions, researching cost basis discrepancies, and ensuring accurate tax reporting for our clients. In this role, you’ll handle branch inquiries, update client records, and resolve transactional breaks to maintain compliance with IRS regulations. Your expertise in financial statem
Are you detail-oriented and passionate about financial data accuracy? Join our Cost Basis Team as a Financial Analyst, where you’ll play a key role in processing transactions, researching cost basis discrepancies, and ensuring accurate tax reporting for our clients. In this role, you’ll handle branch inquiries, update client records, and resolve transactional breaks to maintain compliance with IRS regulations. Your expertise in financial statem
Are you passionate about financial markets and thrive in a fast-paced environment? We’re looking for a Trade Support Specialist to provide post-trade support for Fixed Income, Equities, and Options across Wealth Management branches, Edge, and the Investment Solutions Group. As the key link between trading desks in New York & Chicago and North American advisory branches, you’ll handle trade inquiries, reconciliation, booking, and exception manag
Are you passionate about financial markets and thrive in a fast-paced environment? We’re looking for a Trade Support Specialist to provide post-trade support for Fixed Income, Equities, and Options across Wealth Management branches, Edge, and the Investment Solutions Group. As the key link between trading desks in New York & Chicago and North American advisory branches, you’ll handle trade inquiries, reconciliation, booking, and exception manag
Are you detail-oriented and passionate about financial performance reporting? We’re looking for a Wealth Management Performance Analyst to ensure the accurate and timely reporting of client performance returns for the Private Bank network. In this role, you’ll validate performance data, support Private Bank inquiries, and collaborate with Portfolio Managers and financial professionals to maintain high-quality reporting. You’ll work with i
Are you detail-oriented and passionate about financial performance reporting? We’re looking for a Wealth Management Performance Analyst to ensure the accurate and timely reporting of client performance returns for the Private Bank network. In this role, you’ll validate performance data, support Private Bank inquiries, and collaborate with Portfolio Managers and financial professionals to maintain high-quality reporting. You’ll work with i
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