- US Bank (Milwaukee, WI)
- …firm's assets. Job duties include maximizing client retention and expanding US Bancorp Fund Services ' product development and services . Monitor client asset ... clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. USBFS' Relationship… more
- US Bank (Milwaukee, WI)
- …Description** The Global Fund Custody Onboarding team provides dedicated support to Global Fund Services custody clients in helping set up and launch ... for new accounts * Effectively communicate efforts, status updates, and challenges to Relationship Managers and Global Fund Custody Management team, ensuring… more
- US Bank (Milwaukee, WI)
- …shared success. + Working knowledge of US Bank business lines, including GCTC, IT&C, Global Fund Services , and Wealth Management. + Well-developed analytic ... investment grade fixed income. + Working knowledge of company's products and services . + Demonstrated relationship management and business development acumen,… more
- HUB International (Milwaukee, WI)
- …Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full- service global insurance broker providing property and casualty, life and ... and compliance issues. Must understand all aspects of plan design, customer service and internal reporting. Relationship Manager will be responsible for… more
- US Bank (Milwaukee, WI)
- …information to the investment advisor and their investors. Acting as primary fund accountant on multiple relationships, ensures all fund accounting functions ... investor contributions and withdrawals in the partnership accounting system. Allocates fund level profits to individual investors for preparation and distribution of… more
- US Bank (Milwaukee, WI)
- …from Day One. **Job Description** Partners with their assigned Line of Business ( Global Fund Services ), other Risk/Compliance/Audit (RCA) professionals, and ... Skills/Experience** - Considerable knowledge of applicable laws, regulations, financial services , and regulatory trends that impact their assigned line of… more
- Deloitte (Milwaukee, WI)
- …and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client. Responsibilities ... + Involvement in marketplace eminence building and pursuits The team As the global leader in providing professional services to the Investment Management… more
- Deloitte (Milwaukee, WI)
- …and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client. Responsibilities ... tax implications of various transactions to the organization. The Team As the global leader in providing professional services to the Investment Management… more