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The Manager, Institutional Sales is responsible for leading the Institutional sales team, achieving business goals, developing sales strategies, and managing departmental workflow.

The Customer Support Specialist handles customer inquiries regarding card fraud, processes disputes, monitors account activities, and ensures compliance with regulations while providing excellent service.

Monitor and process Mandatory and Voluntary Corporate Action events, perform complex calculations, ensure accuracy, and support client account activities.

The Income Specialist monitors and posts securities dividends and interest to client accounts, ensuring accuracy and timely processing of transactions.

The Accounting Manager oversees corporate accounting functions, ensuring GAAP compliance, preparing regulatory reports, and conducting financial analyses. They manage team projects, monthly closing, and support special initiatives while demonstrating strong analytical skills and attention to detail.

Support Private Client Advisors in delivering wealth management services. Tasks include client communication, account administration, and operational issue resolution.

The Account Executive will sell accounts payable solutions to C-level associates, conduct sales calls, and manage customer relationships. Essential tasks include negotiating contracts, preparing proposals, and providing technical support.

The role involves soliciting equipment finance opportunities, managing commercial relationships, cross-selling products, analyzing portfolios, and ensuring compliance with bank policies.

This role involves reviewing SEC filings and financial statements, ensuring compliance with accounting standards, mentoring team members, and leading disclosure comparisons and documentation research.

Manage income tax compliance and provision reporting, oversee tax return preparations, support audits, lead a team, and ensure regulatory compliance.