- JPMorgan Chase (New York, NY)
- …will work closely with a Senior Product Manager within the team, as well as Sales, Client Service , and Operations teams to define and drive the strategy for each ... Job Responsibilities + Supporting the end-to-end ownership of Global Custody client segments from point of prospecting...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- JPMorgan Chase (Brooklyn, NY)
- …Corporate Actions related Projects with senior management and stakeholders. + Collaborate with Client Service Teams and manage client expectations and ... Morgan Chase, we are committed to excellence, innovation, and client satisfaction. As a leader in global custody...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- Amalgamated Bank (New York, NY)
- …and has accountability for Business Development for Investment Management and Institutional Custody . Primary responsibilities include driving new business with ... and Taft-Hartley. The candidate will also have existing relationships with institutional investment consultants, and other service providers within the… more
- JPMorgan Chase (New York, NY)
- JP Morgan Platform Sales - Securities Services combines Custody , Accounting, Middle Office, Data & Analytics, Collateral Management, Liquidity and Agency Lending ... Platform Sales, you will serve as a Sales & Client Executive for the Securities Services businesses focused on...+ Identifying, prospecting, leading and winning new business with institutional clients in the Endowments & Foundations, Public and… more
- PNC (Minneapolis, MN)
- …the company's success. As a Senior Business Development Officer within PNC's Institutional Asset Management organization, you will be based in Minneapolis, MN. This ... identify their needs and provide solutions including PNC's OCIO, 401(k), Custody , and proprietary fixed income solutions. Prospects include nonprofits, corporations… more
- JPMorgan Chase (Brooklyn, NY)
- …procedures are complied with + Contribute to strategy for delivering excellent client implementation service + Identify potential tactical and strategic ... **Position Description:** Client Solutions Managers are responsible for the project...Services products including - but not limited to - Custody , Fund Accounting, Fund Services, Hedge Fund Servicing, Transfer… more
- MetLife (Whippany, NJ)
- …the company's liabilities and produce a consistent stream of operating earnings. The successful Client Service Analyst is a member of the Insurance Client ... Operations team within MetLife Investment Management (MIM), MetLife Inc.'s institutional investment management business. MIM provides investment services to… more
- JPMorgan Chase (Brooklyn, NY)
- …Services and Prime Custody . + Contribute to strategy for delivering excellent client implementation service . + Experience working with Sales and RFP teams in ... Services organization is responsible for the management of new and incremental client business covering across the firm. Position Summary: As a Vice President… more
- JPMorgan Chase (New York, NY)
- …exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to ... way that's best for them. As a Platform Solutions Client Advisor within JP Morgan Asset Management's RIA channel,...+ Navigate across internal and external constituencies, such as custody platforms, TAMPs and technology vendors, by bringing a… more
- Santander US (New York, NY)
- …complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and accounting ... Lifecycle Management-1 New York, United States of America The Associate, Client Service is responsible for the day-to-day operations of the company's business… more
- HSBC (New York, NY)
- …develop relationships with clients and internal stakeholders across both corporate and institutional client space and diverse geographies + Multilingual skill ... within Global Banking and Markets, providing comprehensive physical delivery, custody , bullion banking, financing, and hedging/trading services to Corporate, banking… more
- JPMorgan Chase (New York, NY)
- …roadmap through the full project life cycle, including analysis, design of the client /user experience, service model and testing / migration of the components ... The Securities Services business provides middle office services, custody , accounting and administration for investment managers and asset owners, including mutual… more
- JPMorgan Chase (Newark, DE)
- …Establish and maintain relationships with operations & middle office contacts. + Partner with client service teams & Tech to streamline processes and look for ... a bespoke range of products tailored to suit the client 's needs. The range of services typically available to...typically available to our Prime Brokerage clients are Global Custody (including Clearing, Custody and Asset Servicing),… more
- JPMorgan Chase (New York, NY)
- …Identify and implement process improvements + Collaborate with key stakeholder groups including Client Service , Operations and Custody product Required ... track record of business delivery within in the US Custody space + Broad business understanding, with ability to...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- M&T Bank (New York, NY)
- …role provides guidance on complex compliance risk management activities within the Institutional Client Services department of Wilmington Trust. Execute the 2nd ... Capital Markets Agency Services, Capital Markets Structured Finance (ABS, MBS), Institutional Custody and Collateral Management Services, Loan Market Solutions… more
- HSBC (New York, NY)
- …develop relationships with clients and internal stakeholders across both corporate and institutional client space and diverse geographies + Multilingual skill ... within Global Banking and Markets, providing comprehensive physical delivery, custody , bullion banking, financing, and hedging/trading services to Corporate, banking… more
- JPMorgan Chase (Boston, MA)
- …liaison between client and external vendors, and consistently demonstrate best-in-class client service ; manage, escalate, and remediate issues + Manage tasks ... and assignments to meet client Service Level Agreement, Key Performance Indicators,...plus years of Financial Reporting, Fund Administration, Accounting and/or Custody experience, preferred + Bachelor's Degree (Accounting or Finance… more
- JPMorgan Chase (Boston, MA)
- …product and service delivery. You may also independently oversee existing client portfolios with existing revenue & new business targets and/or prospecting new ... Platform Sales - Securities Services combines Custody , Fund Services, Middle Office, Data & Analytics,...The team works closely with partners in Markets, Investor Client Management and Global Corporate Banking, providing holistic … more
- Wellington (Boston, MA)
- …markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of ... 1933. Wellington Management serves an extremely diverse mix of institutional investors located in over 61 countries. Our clients...Our mission is to exceed the investment objectives and service expectations of our clients worldwide, and by doing… more
- Truist (Charlotte, NC)
- …Sterling; from portfolio management and trading, to compliance, to marketing and client service . Portfolio Administrators oversee portfolio accounting for an ... accounts. This requires daily reconciliation of Sterling's portfolio accounting system to the client 's book of record at custody , with the active resolution of… more