- US Bank (Cincinnati, OH)
- …The Global Fund Custody Onboarding team provides dedicated support to Global Fund Services custody clients in helping set up and launch their new ... onboarding events and help establish new, less complex investment services accounts of various sizes. These accounts are established...client onboarding calls and partner with other Global Fund Custody teams to ensure smooth … more
- UMB Bank (Kansas City, MO)
- …team is growing and looking for our next teammate! The Client Service Administrator position supports all large institutional custody clients, both global ... The Institutional Custody team provides custody services...needs and wants of our clients and ultimately drives client strategies. The Client Service … more
- US Bank (St. Paul, MN)
- …Support** Responsible for the management and oversight of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes ... of custody operational functions, systems, procedures, various products and/or services , for assigned area(s) + Ability to multitask and meet established… more
- JPMorgan Chase (Boston, MA)
- …great results for clients. As the Financial Reporting Associate within the Global Fund Services team, you will be responsible for building effective ... a team. You will be responsible for identifying complex fund issues and managing the delivery of services...client and external vendors, and consistently demonstrate best-in-class client service ; manage, escalate, and remediate issues… more
- JPMorgan Chase (Boston, MA)
- …ops readiness processes, procedures, and standards to each project + Manage new client on-boardings from a Fund Accounting Operations standpoint, aligning the ... teams and data sources to create/track project tasks required for numerous client on-boardings, migrations, off-boardings, and fund launches. Ability to… more
- JPMorgan Chase (Boston, MA)
- …contributing to the growth of our business. **Position Summary:** As a Client Service Manager (CSM) in Securities Services , you will join the ETF Client ... a highly motivated, solutions-oriented leader to join our ETF Client Service Team. JP Morgan is one...Fund Services knowledge and experience, including fund administration, accounting, global custody operations, and… more
- US Bank (Milwaukee, WI)
- …legal administration, fund accounting, fulfillment, distribution and marketing, custody , securities lending, transfer agent and shareholder services and ... at-all from Day One. **Job Description** US Bank Global Fund Services offers fund administration,...As Transfer Agent, we act as liaison and provide service to over 100 mutual fund companies… more
- Insight Global (Orlando, FL)
- …sits within the Alternative Investment Services space, doing client processing within Fund of Hedge Fund Custody , and is dedicated to processing ... processing support team that handles any/all aspects of Fund of Hedge Fund client ... - Experience working in back office operations and/or client services -Ability to prioritize, think on… more
- Robert Half Finance & Accounting (New York, NY)
- …each morning and acting as a liaison between the clients and their service providers (eg custody banks, clearing brokers, collateral managers) with respect ... Description Robert Half Financial Services are hiring for a Portfolio Administrator role...asset manager located in midtown Manhattan New York. Our client requires 2 to 5+ years Portfolio Operations experience… more
- UMB Bank (Kansas City, MO)
- …such as SEI and Fidelity Wealthscape. **Bonus points if:** + You have demonstrated client service experience within a wealth management institution. + You have ... + Understand overall business needs and help identify value-added services and client /associate experiences that Private Wealth...knowledge of Personal Trust, Custody , and Investment management service offerings and… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …of client -specific investment proposals and analyses; + Complete essential fund documentation regarding custody relationships and ongoing operations of the ... Inc. ("Dunham") is a thought leader in the financial services industry. The way we work is a direct...complete due diligence questionnaires, facilitate important aspects of mutual fund custody , and contribute to the collaborative… more
- UMB Bank (Kansas City, MO)
- …within a wealth management institution. + You have knowledge of Personal Trust, Custody , and Investment Management service offerings and account types. + You ... + Works collaboratively with other functions in Private Wealth to resolve complex client related issues, escalations, and special projects. + Serve as a subject… more
- Ascensus (Las Vegas, NV)
- …Group offers a comprehensive range of trust and fund administration, asset custody , and related services -and we pride ourselves in being responsive, honest, ... and passive custodian that specializes in account administration, asset custody , qualified retirement account establishment including IRAs and Solo...in harm to Ascensus or our clients. + Our I- Client service philosophy and our Core Values… more
- Ascensus (Las Vegas, NV)
- …Group offers a comprehensive range of trust and fund administration, asset custody , and related services -and we pride ourselves in being responsive, honest, ... and passive custodian that specializes in account administration, asset custody , qualified retirement account establishment including IRAs and Solo...in harm to Ascensus or our clients. + Our I- Client service philosophy and our Core Values… more
- Quality Technology Services, LLC (Richmond, VA)
- …of Specifications, bid analysis, PO's, Submittals, FWT, freight/logistics, care/ custody , protection, installation, startup, commissioning. + Establishes a positive ... and construction teams, both internal and external to the client organization. + Establishes a clear line of communications...and Legal Insurance + Q-Rest Sabbatical Program + Q-Anniversary Service Award Program + Parental Leave for primary and… more
- Ascensus (Las Vegas, NV)
- …Group offers a comprehensive range of trust and fund administration, asset custody , and related services -and we pride ourselves in being responsive, honest, ... and passive custodian that specializes in account administration, asset custody , qualified retirement account establishment including IRAs and Solo...in harm to Ascensus or our clients. + Our I- Client service philosophy and our Core Values… more
- UMB Bank (Kansas City, MO)
- …customer service , including anticipating client needs, clear communication, effective client meetings and meeting client service level standards to ... with team members to increase revenue from assigned book of accounts through quality client service , leading to referrals for new business, upgrades in account… more
- UMB Bank (Dallas, TX)
- …sales skills with acumen to close new business. + You have knowledge of client service , advice delivery and operational best practices. + You have knowledge ... the delivery of comprehensive advice and customized wealth management services to lower value clients within the practice. +...You have demonstrated experience with a wide range of client advice and service needs, particularly for… more
- Insight Global (Milwaukee, WI)
- …as required. Establishes and maintains strong working relationships with mutual fund representatives and service providers. -Responsible for the operational ... support and processing of Wealth Management & Investment Services (WMIS) client accounts and products of...custody operational functions, systems, procedures, various products and/or services , for assigned area(s) - Ability to multitask and… more
- City National Bank (Los Angeles, CA)
- …SEI Private Trust Company for such transactions as Corporate Actions, Mutual Fund Trades, Trust Settlements and Asset transfers. Additionally, can support functions ... to. + Resolves problems and discrepancies related to mutual fund transactions, including but not limited to incoming and...vault custodian for the non-officer portion of the dual custody program. + Provides consultative support and acts as… more