- Principal Financial Group (New York, NY)
- …risk consultant to business leaders across fund operations, shareholder services , fund accounting, and fund services . + Engage deeply with teams to ... for developing and leading operational risk oversight activities for fund operations, shareholder services , fund ... administration, and enterprise risk management. + Partner with client - facing teams and sales functions to ensure… more
- JPMorgan Chase (Boston, MA)
- Join JPMorganChase as a Fund Service Vice President and become a pivotal part of our dynamic team. This role offers a unique opportunity to leverage your ... fund servicing operations, leveraging your deep knowledge of fund accounting and administration to deliver exceptional service...deliveries and internal issues. + Lead and coach a client - facing team; set goals, develop talent, and… more
- Citigroup (Jersey City, NJ)
- …+ Client Engagement & Representation: Represent the technology team in client - facing discussions, including major RFPs and existing client engagements. ... in production environments is a plus **Domain Expertise:** + Comprehensive understanding of Fund Middle Office and post trade services + Knowledge of regulatory… more
- JPMorgan Chase (Boston, MA)
- **Description** Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a ... enhance client relationships. **Job responsibilities** + Provide comprehensive client service by addressing inquiries, processing transactions, and… more
- Robert Half Finance & Accounting (Dallas, TX)
- …role, you'll be taking on a variety of tasks, including accounting, finance, and client - facing responsibilities. This role is for those who are hungry and ... Description We are seeking a Fund Accounting Supervisor/Manager to join our team in...client relationships from day one, providing excellent customer service . * Continuously seek to improve accounting functions, contributing… more
- JPMorgan Chase (Tampa, FL)
- …and continued premier service delivery + Participate and lead, where required, in client service reviews and other client meetings + Ownership and/or ... Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance &… more
- Thrivent Financial (Fort Wayne, IN)
- …and insurance related tasks and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by Greg Weber ... responds to requests for information + Researches inquiries regarding client accounts + Provides fund values and...various programs, and processing functions as needed + Drives client /member facing activity in the practice by… more
- Thrivent Financial (Champaign, IL)
- …insurance related tasks, and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by East-Central ... This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their customer accounts… more
- Thrivent Financial (Champaign, IL)
- …supporting insurance related tasks, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by East-Central ... This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their customer accounts… more
- Zinier (TX)
- …and bridges, run our manufacturing factories, ensure that we get healthcare service , and provide us reliable phone and internet connectivity. As entrepreneurs, have ... and Bangalore, and leading investors, including Accel, ICONIQ Capital, Founders Fund , Newfund Capital, NGP Capital, Tiger Global Management and Qualcomm Ventures… more
- JPMorgan Chase (Columbus, OH)
- …support of ongoing maintenance of client accounts. In fulfilling these client facing responsibilities, Analysts will be expected to operate independently and ... Chase & Co . is a leading global financial services firm with assets of more than $2.7 trillion,...or 7 & 63 licenses OR Two years Mutual Fund Client Servicing experience required + Strong… more
- Neuberger Berman (New York, NY)
- …client experience across all products and channels. This role requires a keen appreciation for client service and a belief that ease of use is critical to ... RESPONSIBILITIES** **Leadership & Management:** + Identify our most critical client - facing processes, end-to-end enhancements, and implement improvements. +… more
- JPMorgan Chase (New York, NY)
- …with product and control partners. + Anticipate client demand for regulatory service solutions and adapt products/ services to meet client obligations. + ... efforts. + Identify and propose opportunities to monetize regulatory service solutions for bespoke client needs. +...a bonus. + Strong working knowledge of US/global financial services and regulatory landscape. + Client - facing… more
- S&P Global (New York, NY)
- …& Analytics (EDA), and Financial Risk Analytics (FRA). Within Investor Services , Fund Administrators represent a key strategic client segment for the S&P ... Sales Team with responsibility for selling our DVR product suite to Investor Services clients (namely Fund Administrators). This position will be located in… more
- BlackRock (Wilmington, DE)
- …bring to bear BlackRock's extensive resources in risk management, product development, client service , and operational support. **Role Responsibility** As a ... private funds, incorporating best-in-class processes and innovative technology. + Partner with client - facing teams to support client due diligence meetings… more
- Vanguard (Malvern, PA)
- …of financial futures. In this role, you will provide high quality service across Institutional Participant Services by supporting external employers 401(k) ... investors. That starts with you. As a Retirement Plan Services Representative, you'll be our voice and our clients'...the next has never even heard of a mutual fund . You will be assisting with account and plan… more
- CIBC (Boston, MA)
- …internal portfolios and custom separately managed accounts (SMAs) tailored to individual client mandates. + Analyze fund performance, exposure metrics, and cash ... efforts.. + Serve as an internal subject matter expert, helping to educate client - facing teams through presentations, calls, and materials. + Participate in or… more
- Vanguard (Malvern, PA)
- …offering for both our internal partners-such as the Investment Management Group-and our client - facing teams in PRD, FAS, and WS. Responsibilities: + Supports the ... equity and fixed income investment management functional areas. Provides reporting for client - facing business groups and Vanguard senior leaders based on … more
- Quality Technology Services, LLC (Ashburn, VA)
- …with provisioning custom data center, colocation, critical facilities management, and managed services for our customer base within the QTS product portfolio. For ... this customer- facing role, the candidate will be required to implement...**RESPONSIBILITIES,** other duties may be assigned. + Understanding the client 's business objectives and delivering a plan to successfully… more
- Quality Technology Services, LLC (Irving, TX)
- …multiple projects simultaneously while maintaining schedule and scope + Excellent client - facing and internal communication skills + Solid organizational skills ... Institutes and maintains Standard Operating Procedures (SOPs) for the deployment of services according to QTS's product catalog or industry best practices + Ensures… more
