Trading Services Specialist, SMA/UMA
Apex Systems
Everforth Apex in Berwyn, PA seeks a Senior Specialist, Trading Services to support execution and oversight of SMA and UMA trading programs. You will implement portfolios, manage models, monitor trades, and provide operational support across the managed account lifecycle. Collaborate with investment managers, sponsors, financial advisors, and partners to ensure accurate trading, robust controls, and a seamless client experience. A Bachelor’s degree and 3+ years in trading operations are required. #J-18808-Ljbffr Apex Systems
- ...middle of the ocean would mean going without simple joys like favorite snacks and coffee runs, but you’d be wrong. As a Retail Services Specialist, you’ll learn very quickly just how important the comforts of home are for keeping ship morale high. So, whether you’re...SuggestedPart timeOverseas
- JPMorgan Chase & Co. is seeking a Trading Services Associate II in New York. This role involves executing daily trading operations, collaborating with traders to ensure accuracy, and delivering exceptional service to clients. The ideal candidate should have extensive experience...SuggestedWork at office
$120 per hour
...Client Services Specialist, FX Trading TechnologyNew York (Hybrid) | Capital Markets | Up to $120KRole details:FX & Capital Markets Technology | New York City | Hybrid | Permanent | Up to $120,000 baseRole overviewOur client provides technology used by participants in...SuggestedPermanent employment- ...around the world get to answers they can trust. Learn about the Danaher Business System which makes everything possible. Service Sales Specialist is responsible for the sale of SCIEX Services, Consumables and Software Upgrades, driving revenue and order growth in an assigned...SuggestedRemote workWork from homeFlexible hoursNight shift
- ...customers and colleagues. Those stories are part of what makes this such a special place to work. Job Overview As an At Your Service Center Colleague, you are at the heart of delivering a seamless and personalized shopping experience. You’ll support all At Your Service...SuggestedFull timePart timeSeasonal workAll shiftsFlexible hoursShift workNight shiftAfternoon shift
$58.5k
...advice on this job and more exclusive features. Job Description : Located at our Mid-town Manhattan Fifth Avenue location, the Customer Service Associate ensures that watch owners receive exceptional After Sales Service . The After Sales Counter team works collaboratively...Full timeWork at officeRelocation- Next Job Abroad in Malta is seeking a German-speaking Bank Customer Service Representative. You will engage with clients to provide banking solutions while leveraging your sales experience to promote financial products. This role requires fluent German and strong English...Relocation
- Ridgewood Savings Bank in New York is seeking a Bank Teller to support customers with deposits, withdrawals, and routine account services. You will help customers understand banking products and service options while maintaining accurate cash handling and reconciliation...
- Openkrill is seeking a Sales and Service Administration professional for our Benelux subsidiary (Remote Position). You will prepare quotations, process orders, and maintain CRM data, serving as the central contact for Sales and Service. The role involves coordinating back...Remote job
- ...and brand partners will help identify opportunities, resolve challenges, and elevate the overall customer experience. In addition to service and selling, you’ll support operational excellence through floor readiness, event execution, merchandise setup, and opening/closing...Full timePart timeAll shiftsFlexible hoursAfternoon shift
$80k - $140k
...separately managed account (SMA) platform — the managers on... ...TAMPs, acting as a product specialist for advisors, contributing to... ...coordinating with the operations, trading, and service functions that keep the... ...DevelopmentContribute to the SMA/UMA roadmap — new manager and...Full timeTemporary workPart time- The Leavitt Group is seeking a Commercial Lines Customer Service Agent to partner with the Account Manager in delivering timely, professional service to clients. The CSA will develop knowledge of assigned accounts and uphold the department’s standards of excellence in client...
- acofel in the United States is seeking dedicated Customer Service Representatives who act as the direct link between our brand and users, delivering clear, helpful, high-quality assistance. You will handle inquiries, guide customers through offerings, and ensure a positive...
$18.35 - $21.57 per hour
...all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions. This customer service focused team member is knowledgeable in all areas of the Store’s business, including print, signs & graphics, and shipping. They...Work at officeLocal areaShift work$109.25k - $171k
...part of the in-business risk management team supporting a global leader in Securities Services. You will develop your knowledge of financial markets and risk management of the trading book while supporting a safe and efficient risk balance of the business for its institutional...- Commercial Loan Services Specialist 2### Commercial Loan Services Specialist 2Apply: Office: Columbus, OH: Midland, MI: Tupelo, MS: Dallas, TX: Akron, OH: Full time: Posted Yesterday: R0076640# **Description*****This position is available to be filled at any Huntington...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- MilliporeSigma is seeking a Commercial Service Representative in the United States to join a high-energy team focused on delivering best-in-class customer support. You will process transactions within MilliporeSigma guidelines and assist customers across multiple sales...
- Solenis is a leading global producer of specialty chemicals focused on delivering sustainable solutions for water-intensive industries, including consumer, industrial, institutional, food and beverage, and pool and spa water markets. The company is headquartered in Wilmington...
$19.7 - $23.17 per hour
...all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions. This customer service focused team member is knowledgeable in all areas of the Store’s business, including print, signs & graphics, and shipping. They...Hourly payMinimum wageWork at officeLocal areaShift work- Financial Sales and Service Specialist - Malvern, PA Regular Full Time Malvern, PA, US A great experience starts with a great team! Mid Penn Bank is actively seeking a Financial Sales & Service Specialist (Universal Banker) to support our continued growth. This position...Full timeWork experience placementWork at officeWork visaFlexible hours
- Philadelphia Insurance Companies is seeking a client-focused professional to deliver responsive service to customers and brokers while building trusted relationships. You will process and close new business, clearly communicating coverage options and value, and also service...
- Huntington Bank is seeking a Commercial Loan Services Specialist 2 to support the Participated and Syndicated loan portfolio. You will process payments, manage wires, reconcile balances with Agent banks, and prepare detailed transaction communications. The role requires...
$25 - $30 per hour
...of direct experience in the credit card processing / merchant services industry. Candidates with 5+ years of experience are strongly... ...We are seeking an experienced *Merchant Services Onboarding Specialist* who understands the credit card processing industry and can independently...Hourly payPrice workFull timeWork at officeMonday to Friday- ...Our company is looking to add multiple customer service positions to our growing team of remote representatives. This is a full time position with upwards mobility and the ability to work from home! We service union and association members by matching clients to the products...Weekly payFull timeLocal areaRemote workWork from home
$265k - $305k
...experienced Account Manager to help expand our Separately Managed Account (SMA) business and deepen relationships with leading advisory clients. Mission: Deliver exceptional sales, service and investment support to PIMCO's largest advisory clients while helping accelerate...Flexible hours- Looking to enhance your resumé this fall? Vector Marketing is filling part-time sales positions for this fall. Students have the opportunity to work part-time around classes in a role that can improve presentation skills, time management skills, and networking. Sales representatives...Weekly payExtra incomeTemporary workPart timeWork from homeFlexible hours
- ...Trader Assistant Are you ready to make an impact in a fast-paced trading support environment? You will partner closely with trading and... ...mindset. As a Trader Assistant in Prime brokerage services operations, you will support trading teams by helping manage trade...
$18 - $25 per hour
...Description Sun Sun Trading is seeking a Customer Support Specialist to join our team as a full-time, remote position based in Dallas. In this role, you will... ...ensure a positive experience with our products and services in the construction industry. As a Customer Support Specialist...Hourly payFull timeWork at officeRemote workHome office- ...grow the business. As a Rescue Solutions Specialist, you'll become the technical expert for... ...operate Background in equipment service, automotive, diesel, heavy equipment, industrial... ...opportunities Represent Firematic at trade shows, department events, and industry functions...
- ...growing client base in a supportive team environment. The role offers licensing assistance in Property & Casualty and Life, Accident & Sickness, with training to become an expert in insurance and financial services and the potential for #J-18808-Ljbffr MydowntownagencyFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Trading Services Specialist, SMA/UMA. Be the first to apply!
- community services specialist New York, NY
- staff services manager New York, NY
- honda service advisor New York, NY
- part time service advisor New York, NY
- court services officer New York, NY
- guest services associate New York, NY
- loan servicing specialist New York, NY
- salesforce service cloud consultant New York, NY
- human services specialist New York, NY
- experienced service advisor New York, NY




