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) 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. Responsibilities * New 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 additional information in a timely manner * Complete responsiblities...

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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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• 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...

  9 days ago from Dice - 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...

  8 days ago from Sales Gravy - Save - More Tools...
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• Management Liablity Broker

  Aon - Denver, CO

  utilizing companys financial statements, analyst reports, stock performance and ... any time. Expertise Brokerage/Insurance-BI Degree Bachelors Job Type Full...

  14 days ago from Aon Corporation - Save - More Tools...
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Tiaa-Cref jobs

• Oracle DBA

  Tiaa-cref - Charlotte, NC

  Provides Oracle database support for the Fixed Income, Equities Trading Systems, Portfolio Accounting Management Systems, Real Estate Portfolio Management Systems and Investment...

  9 days ago from Dice - Save - More Tools...
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• Director, Utility Services Management - Application Hosting

  Tiaa-cref - Charlotte, NC

  for providing world class service to TIAA-CREF customers by developing business solutions in conjunction with the Engineering, Stack Management and Application Development Teams.

  11 days ago from Dice - Save - More Tools...
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• Manager, Contract Administration

  Tiaa-cref - Charlotte, NC

  Manager, Contract Administration Primary Responsibilities: Implement and monitor processes for resource management ensuring the company demand can be met by the vendor contract...

  11 days ago from Dice - Save - More Tools...
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• Sr. System Administrator

  Tiaa-cref - Charlotte, NC

  Handle the overall administration and technical support of distributed server systems, ensuring acceptable and consistent levels of performance through optimization; Oversee...

  11 days ago from Dice - Save - More Tools...
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