Social Capital Resources

Assist with loan and credit operations, build client relationships, and support reconciliation functions. | Requires a bachelor's degree in finance or business, 0-2 years of financial services experience, and fluency in Mandarin or Cantonese. | Bank in Midtown is seeking an Entry-Level candidate for a Loan Operations position! This person must be fluent in Mandarin or Cantonese. Description: • Loan & Credit Operations • Build relationships with the firm's clients • Working with various operations and reconciliations functions Qualifications: • Bachelor's Degree is required (Finance or business is highly preferred) • 0-2 years experience working in a Financial Services position • Fluency in Mandarin or Cantonese is a MUST

Assist relationship managers in promoting banking products and evaluating transactions for financial institution clients. | Bachelor's degree, 3+ years of experience in banking or financial services, with language skills in Mandarin or Cantonese as a plus. | Responsibilities: • Supports the Relationship Managers and other team members to promote banking products and services to Financial Institutions clients. • Assist RM to establish business relationships and promote bank products and services to prospective clients based on the client’s needs and potential business opportunities; • Assist RM to evaluate transactions and negotiate transaction terms with banking partners and/or prospective clients. Qualifications: • Bachelor’s degree • 3+ years of related experience preferred, and experience in credit analysis or client- facing in banking or non-banking financial institutions is a plus. • Mandarin or Cantonese fluency is a plus

Oversee daily broker-dealer operations, manage large-scale projects, and ensure compliance with trading and clearing processes. | 10+ years managing broker-dealer operations teams, hands-on operational knowledge, Bachelor's degree, and Series 7 & 24 licenses required. | Top-Tier Financial Services Firm in Tampa, Florida is seeking a Director of Brokerage Operations! Responsibilities: • Overseeing a team that is responsible for the day-to-day operations of a broker-dealer • Large scale and change and enhancement projects • Responsible for Options clearing (OCC) • Trading and Purchase & Sales • Stock Record, Segregation, and Security Movements • Account transfers, Cost Basis, Trade Reporting • Cash (customer-facing) and Treasury (firm needs) • Corporate Actions and Security Master Qualifications: • 10+ years experience managing an operations team within a broker-dealer • Must be a hands-on manager that knows the operations • Bachelor's Degree • Strong managerial and strategy skills • Series 7 & 24 are a must • Series 4 is a plus