- Fidelity TalentSource LLC (Smithfield, RI)
- … third-party RIAs that use National Financial Services LLC (\u201CNFS\u201D) to custody their client brokerage accounts. The Expertise and Skills You BringJD ... investment advisers \u00A0The Value You DeliverProviding day-to-day support to the Custody segment sales, relationship management, and client experience teams,… more
- Fidelity TalentSource LLC (Charlotte, NC)
- …investment tools and research, a coordinated brokerage and trust platform, and dedicated client service professionals all designed to help our clients thrive. ... objectives. Fidelity Institutional, is a leading provider of trading, custody and brokerage services to Registered Investment...and Skills You Bring Bachelor s degree10+ years direct client and/or financial services experience in Sales… more
- Dexian - DISYS (Atlanta, GA)
- …and development of a team. He/she will be responsible for identifying complex fund issues and managing the delivery of services to clients, including ... client SLAs and delivery of KPIsProactively communicate with client regarding potential service issuesRepresent Financial Reporting operations internally… more
- 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 (Milwaukee, WI)
- …**_Department: Wealth, Corporate, Commercial and Institutional Banking (WCIB) Operations - Custody Operations - Mutual Fund Processing_** Responsible for the ... operational support and processing of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes established by… more
- Morgan Stanley (NY)
- * Fund Services * This wholly owned subsidiary...above should be carried out in compliance with the Service Level Agreements agreed with each client ... and back-office support; and integrated portfolio analytics. Morgan Stanley Fund Services is supported by more than...funding and moves it as directed by clients to custody , prime brokerage and trading accounts, processes the distribution… 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 (Brooklyn, NY)
- …skills + Excellent client -facing skills + Working knowledge of multiple Securities Services products such as Custody , Fund Accounting & Admin, Securities ... - but not limited to - Custody , Fund Accounting, Fund Services , Hedge...Custody . + Contribute to strategy for delivering excellent client implementation service . + Experience working with… more
- JPMorgan Chase (Brooklyn, NY)
- …skills + Excellent client -facing skills + Working knowledge of multiple Securities Services products such as Custody , Fund Accounting & Admin, Securities ... complied with + Contribute to strategy for delivering excellent client implementation service + Identify potential tactical...Lending, Hedge Fund Services and Prime Custody + Effectively prioritize,… 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
- JPMorgan Chase (Boston, MA)
- …with all JPMorgan's services and initiatives/programs + Lead and coordinate client service reviews, MI meetings/ client workshops and represent JPMorgan ... Fund Launches and Migrations for all JPMorgan FSO services + Successful delivery of all client ...relationships both internally and with external clients + Strong client service skills, executive presentation skills, and… more
- UMB Bank (Kansas City, MO)
- …responsible for proactively seeking out information to provide the highest level of service possible for our clients. The Securities Services Operations Analyst ... The Securities Services Operations Analyst is a part of the...is flexible with unpredictable scenarios and rapidly adapts to client and team needs. The team is motivated to… more
- UMB Bank (Kansas City, MO)
- …including probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody , agency, IRA, and other assigned accounts. This role is hybrid ... (Tues/Wed/Thur on site). Travel to functions, businesses and client homes in assigned territory. **How you'll spend your...+ You will design and implement strategies to improve service delivery to clients. + You will provide solution-oriented… 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
- 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)
- …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
- UMB Bank (Leawood, KS)
- …customer service , including anticipating client needs, clear communication, effective client meetings and meeting client service level standards. You ... 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
