At the center of all things client-centric.
Service and Operations are two of our largest divisions – and for good reason. The work we do here touches on every aspect of the client account life cycle.
From client onboarding, trading and portfolio balancing to custody of accounts and producing client statements. Between our Service and Operations divisions, we have the most direct and frequent contact with our branch teams – supporting them so they can fully support our clients. Everyday we interact with our branch teams and clients upwards of 30,000 times. Making it easy for our clients to do business with us. And supporting our branch teams in providing a best-in-class client experience.
Collaboration is our modus operandi.
We support systems and processes that impact every aspect of our business.
While the Technology division is rolling out the latest digital client experience, for example, we are working alongside them – designing, testing and implementing it together. Tackling the complex situations head-on, and together, to ensure efficiencies, accuracy and the best client experience. This makes collaborating across divisions imperative to our ability to develop solutions. It also makes our work meaningful to the entire firm – and to our clients.
A great place to start – and stay.
Welcome to many opportunities just waiting for you to learn and advance in your career.
Producing endless occasions to grow and stretch your skills. Backed by an unmatched culture that values your professional development. Want to grow your current skills as a launchpad for your dream job? You can do that. Want to test out a number of specialty areas until you find your niche? See yourself as a leader? The sheer size and scope of our divisions create multiple opportunities to lead projects and people. We are relentless in our pursuit of the best external talent and equally as committed to promoting from within. Because we know that people who are passionate about what they do – and given opportunities and support to pursue that passion – are the best people to deliver on our client-first promise.