- Thrivent Financial (Eldora, IA)
- The Licensed Client Service Administrator (CSA) position is critical for achieving leverage of the advisor's time. Role supports daily operations of the ... information, and other administrative tasks as assigned. Licensed Client Service Administrator reports to...responds to requests for information + Researches inquiries regarding client accounts + Provides fund values and… more
- Thrivent Financial (Coopersburg, PA)
- …supports securities and insurance related tasks and other administrative tasks as assigned. The Client Services Administrator reports to and is employed by ... Consultants and responds to requests for information + Researches inquiries regarding client accounts + Provides fund values and answers other securities… more
- Thrivent Financial (Las Vegas, NV)
- Summary The Client Service Administrator (CSA) position is critical for achieving leverage of the advisor's time. Role supports daily operations of the ... practice including responding to client service requests, completing post meeting work,...+ May fill out and sign Variable Life/Variable Annuity/Mutual Fund /Brokerage applications + Show clients how to access their… more
- Thrivent Financial (White Bear Lake, MN)
- …securities and insurance related tasks and other misc. tasks as assigned. The Licensed Client Service Administrator reports to Lindsay Rasmussen and is ... financial advisors that own the business. They have combined service of 33 years of direct financial services...process from start to finish + Support advisor and client questions and transactions with brokerage, mutual fund… more
- UMB Bank (Kansas City, MO)
- …as well. Our team is growing and looking for our next teammate! The Client Service Administrator position supports all large institutional custody clients, ... The Institutional Custody team provides custody services to large global and domestic institutional clients....needs and wants of our clients and ultimately drives client strategies. The Client Service … more
- Thrivent Financial (Napoleon, OH)
- …securities and insurance related tasks and other administrative tasks as assigned. The Licensed Client Services Administrator reports to and is employed by ... Financial Group and responds to requests for information + Researches inquiries regarding client accounts + Provides fund values and answers other securities… more
- Thrivent Financial (Eldora, IA)
- Summary The Client Service Administrator (CSA) position is critical for achieving leverage of the advisor's time. Role supports daily operations of the ... practice including responding to client service requests, completing post meeting work,...+ May fill out and sign Variable Life/Variable Annuity/Mutual Fund /Brokerage applications to the point of signature + Show… more
- M&T Bank (New York, NY)
- …experience, including a minimum of 1 years' relevant work experience with direct client contact Strong focus on customer service and satisfaction Excellent ... Division, the CLO & Loan Administration team provides trustee & custodian services to sophisticated loan asset managers. Wilmington is responsible for tracking and… more
- Thrivent Financial (Fort Wayne, IN)
- …telephone calls and responds to requests for information + Researches inquiries regarding client accounts + Provides fund values and answers other securities ... Weber. This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their accounts and… more
- Thrivent Financial (Neenah, WI)
- …insurance related tasks, and other administrative tasks as assigned. The Insurance Licensed Client Services Representative reports to and is employed by Psalm ... This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their customer accounts… more
- UMB Bank (Milwaukee, WI)
- … services for mutual funds and collective trusts. The ** Fund Administrator team** works both independently and a team-oriented environment to ... The **Registered Funds team** of UMB works with clients to...collectively service clients. As the ** Fund ...you will spend your time:** + Coordinate with Lead Administrator and client 's external auditor to audit… more
- MyFlorida (Lakeland, FL)
- …and other required services with Community Rehabilitation Programs (CRPs) and other service providers. + Assist the District Administrator in the review of ... ASSISTANT DISTRICT ADMINISTRATOR - 48007179 (BLIND SERVICES ) Date:...or required by the State Office and/or the District Administrator . + Travel is required. Client -Focused Duties… more
- UMB Bank (Milwaukee, WI)
- …administrative services for mutual funds and collective trusts. As the **Lead Fund Administrator ** , you will work with a group of Fund ... that are compliant with reporting regulations + Coordinate with client 's internal and external auditors + Assist in the...Finance + Assisted clients with regulatory filings and administrative services for registered funds for a minimum… more
- JPMorgan Chase (Brooklyn, NY)
- …experience in the Financial Services industry with prior experience in alternative funds + Strong working knowledge of fund administration systems and NAV ... The Hedge fund services (HFS) business is a...a live environment. Job Responsibilities: + Provide a premier client service by building a strong relationship… more
- Dana-Farber Cancer Institute (Boston, MA)
- …and communicates them effectively, both in writing and verbally. + Expert client - service and project management skills. At Dana-Farber Cancer Institute, we ... and Cellular Oncology and Solid Tumor Oncology are seeking a Lead Research Administrator to be responsible for the management of complex research portfolios of… more
- Morgan Stanley (New York, NY)
- …perspectives and needs is an important part of our culture. *Morgan Stanley Fund Services (MSFS)This wholly owned subsidiary of Morgan Stanley administers over ... and back-office support; and integrated portfolio analytics. Morgan Stanley Fund Services is supported by more than...and product knowledge in order to provide first class client service . * Liaise with global stakeholders… more
- CBRE (New York, NY)
- …for a Senior Fund Controller for CBRE Investment Accounting & Reporting Solutions ( fund administrator ) to work on an open-ended unitized real estate funds ... Fund Accounting Controller Job ID 182146 Posted 06-Sep-2024 Service line Advisory Segment Role type Full-time Areas of...handled timely, accurately and with a focus on customer service . Participate in recurring meetings with the client… more
- JPMorgan Chase (New York, NY)
- …the month-end and quarterly pricing, financial reporting and accounting of real estate Funds . Oversight of fund administrator to produce quarterly/annual ... for Fund . + Interact heavily with third-party fund administrator , independent external auditors, tax practitioners,...'s Portfolio Manager and Controller. + Coordinate with the client service and marketing team regarding responses… more
- JPMorgan Chase (New York, NY)
- …Portfolio and Risk Management, Legal, Compliance, Product Development, Sales/Distribution, and Client Service . This role provides an excellent opportunity to ... JPMPI provides investment advice and/or administrative functions for private investment funds and provides discretionary investment management services in… more
- Healthcare Services Group, Inc. (Bensalem, PA)
- Overview Healthcare Services Group (HCSG) is currently seeking to fill the position of Accounts Receivable Administrator to join our growing Corporate Team in ... PA! As a member of our Accounts Receivable team, the Accounts Receivable Administrator is responsible for: + Timely and accurate processing of all documentation… more