- Morgan Stanley (South Jordan, UT)
- We're seeking someone to join our team as an Equity Client Service Group Associate to manage a selection of client accounts dealing with Global ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).#LI-JO1 **Job:** **Other* **Title:** * Equity Client Service Group -… more
- Neuberger Berman (New York, NY)
- …about investing and the financial service industry to join our Institutional Client Group ("ICG") for an 8-week internship focused on developing client ... facing professionals. Our interns will partner with members of ICG on client service , business development and consultant relationship management initiatives in… more
- AON (New York, NY)
- …Deliver revenue growth from target clients through leading the delivery of high-quality client service and deliverables. + Act as an Infrastructure subject ... Coverage Leader for our M&A and Transaction Solutions Group in the US Aon's M&A and Transaction Solutions...client opportunities and facilitate the delivery of outstanding client service . Skills that lead to success:… more
- HUB International (Midlothian, VA)
- …analysis, based on availability from carrier. + Responsible for implementation of Client Service Plan calls/quarterly meetings, mid-year reports, as deemed ... office. The selected individual will be responsible for assisting the Producer with client relations and service , sales, and administrative activities of new and… more
- The Hartford (Carlsbad, CA)
- …re-direct requests to the Customer Solutions Center (CSC) and delegate follow-up to Client or Service Consultants ( service matters not handled by ... Client Advisor Priority Business - SA08DE We're determined...our team as we help shape the future. Customer Service (Priority Account ~ 40%): Manages more complex PA… more
- BMO Financial Group (Tempe, AZ)
- …the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance ... ongoing contact with their broader referral network. + Delivers exceptional customer service that builds trust through expertise, responsive service , and… more
- BMO Financial Group (Brookfield, WI)
- …manner. Ensures all required policies, guidelines and standards are met as they provide service to BMO customers. Includes a mix of customer service and customer ... and recommends opportunities to improve operational efficiencies while still meeting service level standards. + Supports the development of tools and delivery… more
- Citigroup (Tampa, FL)
- …Cash Equity and Equity Swap product knowledge preferable + Client Service experience preferred, preferably within Prime Brokerage + Energetic, flexible, ... We have a Client relationship group dedicated to overseeing the group service performance and strategic partnership for our top tier client … more
- Citigroup (Jersey City, NJ)
- …all aspects of Equity and Fixed Income Prime Brokerage operational client service - covering trade handling, free cash movements, fails management ... relationship group dedicated to overseeing the group service performance and strategic partnership for...As Usual) tasks. + Main point of contact for client /administrator operational queries + Trade handling across equity… more
- Wells Fargo (Orlando, FL)
- …transactions and perform extensive research to resolve complex customer issues + Strong client service skills + Strong attention to detail and accuracy skills ... applicants.** **We Value Diversity** At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for… more
- Wells Fargo (San Francisco, CA)
- …transactions and perform extensive research to resolve complex customer issues + Strong client service skills + Strong attention to detail and accuracy skills ... applicants.** **We Value Diversity** At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for… more
- T. Rowe Price (Baltimore, MD)
- …our employees to feel challenged, engaged and valued. Role Summary + The Client Service Specialist is responsible for servicing our institutional clients holding ... and grow your career with us. Team Summary The Client Account Services (CAS) group is responsible...separate accounts, sub-advised and proprietary TRP products. The Client Service Specialist is accountable for owning… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Service Analyst will work directly with the Head of North America Client Service . The Analyst will support carrying out their ... individual with a perspective on the Neuberger Berman Institutional Client Group business and well as the...**Responsibilities** + Partner with the Head of North America Client Service on client servicing… more
- JPMorgan Chase (Brooklyn, NY)
- …a hands-on management style + Team player with excellent problem solving, communication and client service skills as well as the ability to take ownership and ... Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is...all alternative asset classes. **Job Summary:** As a Private Equity Fund Admin VP within our client … more
- BlueCross BlueShield of North Carolina (NC)
- …and organized individual to join our growing Employer Benefits Solutions team! The Sr. Client Service Advisor role is critical for support with our New and ... **Job Description** The Blue Cross NC Diversified Business Group (DBG) is focused on driving improvements in health care, affordability, access and equity … more
- Morgan Stanley (Chicago, IL)
- …an Equity Analyst to assist the team in equity research. Applied Equity Advisors is a boutique investment group of MSIM located in Chicago. AEA manages ... business relationships and global network ofresources afford our private equity and credit teams as well as our portfolio...strategies. . Assist in producing regular and ad hoc client reporting deliverables. . Gain and maintain knowledge of… more
- Citigroup (Getzville, NY)
- …We have a Client relationship group dedicated to overseeing the group service performance and strategic partnership for our top tier client ... consistently a dominant top 3 player in the market, Equity (Cash, Derivatives, Prime Brokerage, Futures, Listed Derivs, FXPB)...and HR; alongside having significant interaction with our external client base, playing a key role in the overall… more
- Neuberger Berman (New York, NY)
- …Finance Group acts as an intermediary between the private equity portfolio managers and external vendors including the fund administrators, audit, and ... of operations of the Fund reporting for various private equity funds across the Neuberger Berman platform as well...preparation of LP specific reporting and responses to prospective client RFP + Work with investor relations to answer… more
- Morgan Stanley (Boston, MA)
- …Vance Equity strive to provide outstanding long-term investment performance, service , and a comprehensive suite of investment management solutions to a diverse ... client base, which includes governments, institutions, corporations, and individuals...institutions, corporations, and individuals worldwide. Team Profile The Value Equity Team manages approximately $9B billion in assets under… more
- AECOM (Franklin, TN)
- …**Sr. Water/Wastewater Project Manager** , who will also serve as a Client Services Manager, with a focus on water/wastewater infrastructure design, with in-depth ... an exciting opportunity to focus on a mix of client business growth, project delivery leadership, and mentoring of...and strong initiative will integrate well with our existing group of outstanding professionals + Experience in preparation of… more