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- The Junior Financial Analyst will join our client's US Tax Operations team, responsible for handling all reporting obligations for the Firm's Wealth Management and Institutional clients. This role is pivotal in ensuring compliance with IRS regulations and maintaining accurate cost basis records for client assets. Key Responsibilities: Operational Support: Collaborate with cross-organizational operations teams to handle queries, reconcile discrepanciesThe Junior Financial Analyst will join our client's US Tax Operations team, responsible for handling all reporting obligations for the Firm's Wealth Management and Institutional clients. This role is pivotal in ensuring compliance with IRS regulations and maintaining accurate cost basis records for client assets. Key Responsibilities: Operational Support: Collaborate with cross-organizational operations teams to handle queries, reconcile discrepancies
- Are you interested in advancing your career with one of the Big Four Banks in the United States? Our client is a Fortune 500 Financial Services Company and they are hiring a Customer Service Specialist to work in their Salt lake City location. If you are interested in becoming part of a team where you can contribute to drive both personal and organizational goals, this may be the right fit for you! As aCustomer Service Specialist, you will bring at leastAre you interested in advancing your career with one of the Big Four Banks in the United States? Our client is a Fortune 500 Financial Services Company and they are hiring a Customer Service Specialist to work in their Salt lake City location. If you are interested in becoming part of a team where you can contribute to drive both personal and organizational goals, this may be the right fit for you! As aCustomer Service Specialist, you will bring at least
- A top finance/banking company is looking for a Customer Service IT Representative. This role will be staggered 8 hour shifts starting at the earliest 6am and ending at the latest 10pm with no OT expected. This is sonsite in this South Jordan, UT office. If you have call center experience and are local to South Jordan, UT please apply!Duties:The Service Desk Agent is the first point of contact for the users who call our IT Service Desk. While providing theA top finance/banking company is looking for a Customer Service IT Representative. This role will be staggered 8 hour shifts starting at the earliest 6am and ending at the latest 10pm with no OT expected. This is sonsite in this South Jordan, UT office. If you have call center experience and are local to South Jordan, UT please apply!Duties:The Service Desk Agent is the first point of contact for the users who call our IT Service Desk. While providing the
- As a Business Analyst in Account Services Operations, you'll play a vital role in supporting the new account opening process, stock plan activation, and account maintenance. Your responsibilities will include: Reviewing paper and electronic applications to ensure they meet good order criteria. Processing applications manually when necessary with speed and accuracy. Handling exception and reconciliation reports, and assisting in executing risk controls. RAs a Business Analyst in Account Services Operations, you'll play a vital role in supporting the new account opening process, stock plan activation, and account maintenance. Your responsibilities will include: Reviewing paper and electronic applications to ensure they meet good order criteria. Processing applications manually when necessary with speed and accuracy. Handling exception and reconciliation reports, and assisting in executing risk controls. R
- As a Junior Financial Analyst, you will play a crucial role in ensuring the accuracy and integrity of our cost basis and tax reporting processes. Your responsibilities will include: Conducting data analysis and reconciliation of cost basis data from various sources. Producing accurate and actionable status reports. Reviewing and approving tax documents such as W-8s. Assisting in the review of year-end tax forms and related checkouts. Performing income reAs a Junior Financial Analyst, you will play a crucial role in ensuring the accuracy and integrity of our cost basis and tax reporting processes. Your responsibilities will include: Conducting data analysis and reconciliation of cost basis data from various sources. Producing accurate and actionable status reports. Reviewing and approving tax documents such as W-8s. Assisting in the review of year-end tax forms and related checkouts. Performing income re
- Our client, a Global Leader in Wealth Management and investment, has a great opportunity for a National New Accounts Service Professional who will serve as a subject matter expert and point of contact via inbound calls for Mbranch personnel in regards to client onboarding and account maintenance. This is an excellent opportunity to grow within a prestigious organization!.salary: $20.89 - $20.9 per hourshift: Firstwork hours: 8 AM - 5 PMeducationOur client, a Global Leader in Wealth Management and investment, has a great opportunity for a National New Accounts Service Professional who will serve as a subject matter expert and point of contact via inbound calls for Mbranch personnel in regards to client onboarding and account maintenance. This is an excellent opportunity to grow within a prestigious organization!.salary: $20.89 - $20.9 per hourshift: Firstwork hours: 8 AM - 5 PMeducation
