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Remote Secure Collateral Management Jobs in Wisconsin

EnerSys

Application Security Engineer (REMOTE)

Adell, WI · Remote

$117K - $146K/yr

Define, maintain, and enforce secure coding standards, patterns, and best practices. Integrate and manage security tooling within CI/CD pipelines, including SAST, DAST, SCA, IaC scanning, and ...

Wisconsin

Data Governance Program Manager

Madison, WI · On-site +1

Partner with investigators to develop and implement data management and sharing plans for grant ... Lead the design and implementation of data integration, linkage and secure release methodologies ...

Huntington

Commercial Loan Closing Specialist

Milwaukee, WI · On-site +1

$57K - $113K/yr

... collateral acceptability, and final closing conditions. The Commercial Loan Closer is responsible ... Risk Management: Assess and mitigate potential risks associated with commercial loan transactions ...

Headway

LMHT (Remote)

Milwaukee, WI · On-site +1

$119/hr

Manage your practice in one place with real-time scheduling, secure client messaging, end-to-end documentation templates, built-in assessments, and more. - Free continuing education : Nurture your ...

Headway

LMHT (Remote)

Green Bay, WI · On-site +1

$119/hr

Manage your practice in one place with real-time scheduling, secure client messaging, end-to-end documentation templates, built-in assessments, and more. - Free continuing education : Nurture your ...

Headway

LMHC (Remote)

Madison, WI · On-site +1

$119/hr

Manage your practice in one place with real-time scheduling, secure client messaging, end-to-end documentation templates, built-in assessments, and more. - Free continuing education : Nurture your ...

Headway

LMHC (Remote)

Green Bay, WI · On-site +1

$119/hr

Manage your practice in one place with real-time scheduling, secure client messaging, end-to-end documentation templates, built-in assessments, and more. - Free continuing education : Nurture your ...

Headway

LMHT (Remote)

Madison, WI · On-site +1

$119/hr

Manage your practice in one place with real-time scheduling, secure client messaging, end-to-end documentation templates, built-in assessments, and more. - Free continuing education : Nurture your ...

Headway

LMHC (Remote)

Milwaukee, WI · On-site +1

$119/hr

Manage your practice in one place with real-time scheduling, secure client messaging, end-to-end documentation templates, built-in assessments, and more. - Free continuing education : Nurture your ...

Sprocket Security

Customer Success Manager

Madison, WI · Remote

Madison Office Preferable or Remote within USA Company Mission - Our mission is to help secure as ... Basic risk management principles. * Awareness of industry regulations and frameworks such as PCI ...

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Remote Secure Collateral Management information

What is the difference between Remote Secure Collateral Management vs Remote Collateral Analyst?

AspectRemote Secure Collateral ManagementRemote Collateral Analyst
CredentialsCertifications in finance, risk management, or collateral managementSimilar certifications, often in finance or risk analysis
Work EnvironmentRemote or hybrid, working with legal, financial, and risk teamsRemote, focusing on data analysis and reporting
Industry UsageFinancial institutions, banks, asset managersFinancial services, lending, and banking sectors
Job FocusManaging and securing collateral assets, risk mitigationAnalyzing collateral data, assessing risk, reporting

Remote Secure Collateral Management involves overseeing collateral assets and mitigating risks, often requiring legal and financial expertise. Remote Collateral Analysts focus on analyzing collateral data and assessing risks. While both roles operate remotely within financial sectors and share similar credentials, their core responsibilities differ: one manages assets and risk, the other analyzes data and reports.

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Remote Secure Collateral Management jobs near you

Client Support Specialist - Greater Milwaukee, WI Area (REMOTE)

Fidelity Investments

Milwaukee, WI • On-site, Remote

$17.75 - $24/hr

Full-time

Re-posted 14 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description


To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Mequon, Milwaukee
Note: Fidelity will not provide immigration sponsorship for this position.
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
  • Series 7 required
  • Series 63 or ability to obtain within 90 days
  • 2-3 years of previous financial services experience

The Skills You Bring
  • Broad based knowledge and understanding of general financial planning concepts
  • Proven customer service, client support and problem resolution skills
  • Strong verbal and written communication skills
  • Ability to effectively influence others
  • Robust time management and organizational skills

The Value You Deliver
  • Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
  • Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
  • Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client
  • Collaborate with internal business partners to research and resolve complex client requests
  • Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Customer Service
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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