Analyst - Brokerage Operations (Charlotte, NC) job at Tiaa-cref in Denver, CO

• Analyst - Brokerage Operations (Charlotte, NC)

  Tiaa-cref - Denver, CO

  Analyst - Brokerage Operations (Charlotte, NC)-1685261Description: Analyst, Brokerage Operations (Charlotte, NC)The Brokerage Operations Analyst will be responsible for a variety of tasks associated with the opening, funding and on-going maintenance of discretionary managed, fee-based accounts as well as the self directed accounts. Qualified candidates will quickly acclimate to a fast-paced environment. ResponsibilitiesNew account enrollments Transfer of assets (ACAT and non-ACAT) Deposit of client funds Various account maintenance processing/updates Review client initiated trades for approval Monthly/Quarterly advisory fees. Responsible for clearly communicating requirements to open, fund and maintain a TIAA-CREF brokerage/managed account Ability to follow-up on items requiring additionalinformation...

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Analyst - Brokerage jobs in Denver, CO

• Financial Advisor - Denver

  Edward Jones - Englewood, CO

  for individuals who are self-managers, sales-oriented and highly driven. What leads to ... the communities they serve, making face-to-face contacts in neighborhoods and with...

  30+ days ago from eFinancialCareers - Save - More Tools...
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• Sr. Sales Executives and Sr.Sales Managers - 125K + Nationwide Openings

  Merchant Card International - Denver, CO

  for reference and account information Toll-Free Agent Support and Fax-In Numbers Rapid ... stream for lifetime Call Today! 888-343-9993 ext 303 or visit us at our website...

  7 days ago from Sales Gravy - Save - More Tools...
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• BUSINESS ANALYSTS - Brokerage Industry Experience Required

  Comprehensive Software Systems - Golden, CO

  The CSS product offers the securities industry a state-of-the-art, ... technology, CSS delivers a front-to-back-office system that can match the...

  30+ days ago from Dice - Save - More Tools...
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• Buisness Testing Analyst

  Comprehensive Software Systems - Golden, CO

  Positive, enthusiastic, energetic, and self-motivated. Innovative and solution-driven ... Golden, CO 80401 e-mail to humanresources@csssoftware.com or fax to (303) 526-9362 We...

  7 days ago from Dice - Save - More Tools...
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Tiaa-Cref jobs

• Compliance Associate

  Tiaa-cref - Charlotte, NC

  Advisor Registration process for all TIAA-CREF affiliates and their associated persons. Responsibilities: Maintain strong, current knowledge of Insurance, NASD, SEC, State...

  4 days ago from Accounting Jobs Today - Save - More Tools...
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• Senior RFP Coordinator, Acquisition Marketing

  Tiaa-cref - Charlotte, NC

  Position Summary: This position is responsible for coordinating and writing Proposals - responses to Requests for Proposal (RFPs) - under strict deadlines and often with very...

  7 days ago from Climber.com - Save - More Tools...
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• Mgr, Accounting

  Tiaa-cref - Charlotte, NC

  Mgr, Accounting-1685829 Description : This position will manage the G/L monthly processing and maintenance of all G/L activities, including the chart of accounts, general journal...

  4 days ago from Accounting Jobs Today - Save - More Tools...
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• Accounts Payable Manager

  Tiaa-cref - Charlotte, NC

  Accounts Payable Manager-1685824 Description : This position will manage the AP processing and maintenance of all AP activities, including the vendor master, PS security tables,...

  5 days ago from Accounting Jobs Today - Save - More Tools...
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