- JPMorgan Chase (Brooklyn, NY)
- Join JPMorganChase as a Fund Services Associate I and become an integral part of our dynamic team. This role offers a unique opportunity to enhance your career ... will play a pivotal role in enhancing our operational services related to fund accounting and administration....and skills** + Experience in bank debt operations or client facing onboarding / implementation roles +… more
- PNC (Pittsburgh, PA)
- …others. Preferred experience/skills: * Investment due diligence * Attribution analysis and writing client - facing fund commentary * Leadership & training of ... discretion. This position works as part of an investment service team in the AMG Investment Office reporting to...create reports and other information that support Fiduciary Investment Services to Defined Contribution Plan clients. You will be… more
- BMO Financial Group (New York, NY)
- …and seek to expand our offering to a broader client base. This role is client facing with primary sales focus on the marketing of Interest Rate ("IR") and/or ... BMO Capital Markets is a leading, full- service financial services provider. We offer...of FX and/or IR solutions to BMO's Private Equity Fund client base + Track and analyze… more
- RGP (Dallas, TX)
- RGP is seeking a seasoned Consultant with hands-on expertise in the Federal Universal Service Fund (USF) and related telecommunications tax structures. This is a ... high-impact, client - facing role that requires deep analytical capabilities,...of solutions across on-demand talent, next-generation consulting, and outsourced services to support organizations at every stage of their… 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
- BlackRock (Seattle, WA)
- …related to investment products and services . + Proven experience in a client - facing role, with the ability to handle inquiries and build trusted ... a home and improve their financial well-being. **Team Overview:** The Alternatives Client Services (ACS) team provides comprehensive support for BlackRock's… more
- Citigroup (Jersey City, NJ)
- …of the entire Investment Lifecycle. The key responsibilities of this role are to: ** Client Facing Solutions** : Engage directly with clients in the financial ... Investment Banking or Asset Management industries, preferably in Custody, Fund Services , ETF Servicing, Transfer Agency, FX,...to detail. + Demonstrated ability to manage multiple, strategic client relationships in a client facing… more
- Thrivent Financial (Belmond, IA)
- …inquiries regarding their accounts and supports the daily operations of the practice. Client Service Administrator (licensed) role reports to and is employed by ... annually. 401K plan and match provided. Position Roles/Responsibilities/Accountabilities + Manages client service calls, conduct necessary research and respond… more
- Sedgwick (Roseville, CA)
- …of claims within service expectations, industry best practices and specific client service requirements; and to identify subrogation of claims and negotiate ... every day for people around the world who are facing the unexpected. We invite you to grow your...Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Workers Compensation Claims Examiner | Dedicated… more
- JPMorgan Chase (New York, NY)
- …**Job Responsibilities** + Lead and influence cross-functional teams across Institutional Client Service , Product teams, Operations, Product Development, Global ... will work across stakeholders to lead the implementation of client / fund lifecycle changes and grow your skills...delivering against complex business strategies + Prior experience in Client Service , Operations, or Business Management +… 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)
- …brokerage services , which include leveraged financing and securities lending. In this client - facing role, you will have the opportunity to work directly with ... quantitative systematic hedge fund clients. You will be responsible to deliver customized...service outages and resolve issues with minimal adverse client impact. + Contribute to defining product strategy and… more
- Citigroup (Jersey City, NJ)
- …Technology development of Citi's Investor Services functions, which include Custody, Fund Services and Execution Services businesses. The Investor ... proposition for all their banking needs: the Custody, Fund Services and Execution Services ...and delivery, and experience maintaining stability across operating and client facing platforms. **Additionally:** + Proven ability… more
- BMO Financial Group (Palo Alto, CA)
- **Looking for candidates that have prior Banking / Financial Service Industry experience. Preferably 2-3 years within Wealth Management, Family Office, RIA Firms ... data, communicates results to clients, pension consultants, and management. Verifies fund result accuracy, monitors trends, and reviews and recommends benchmarks… more
- Robert Half Finance & Accounting (Amherst, NY)
- …with growth potential and an interest in working in a client - facing , detail-oriented environment. As a Financial Services Administrative Assistant, you will ... prepare meeting folders as required. + Download daily transactions from our mutual fund custodian and update client mailing spreadsheets and Outlook contacts. +… more
- University of Colorado (Boulder, CO)
- …and office's mission. + Responsible for office cases and caseload; operating, COLTAF client trust and gift fund accounts; credit card payment system; conflict ... manage competing priorities, and meet deadlines; + Outstanding interpersonal and customer service skills; + Strong client management skills; + Strong leadership… 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 Director ... employees in our collective success. Team Overview The Alternative Fund Controllers team is a vital component of the...incorporating best-in-class processes and innovative technology. + Partner with client - facing teams to support client … more
- TEKsystems (Fort Worth, TX)
- …incoming call center, 100% service , work with field office/financial advisors and client facing + Taking calls from customers about trading, moving money, ... who are looking for growth opportunities in the financial services industry to join our team! Schedule - Hybrid...management, multitasking abilities, and a commitment to superior customer service . + Ability to work in a fast-paced environment… more
- JPMorgan Chase (Boston, MA)
- …+ Present product offering to clients alongside Fund Accounting, Middle Office, and Margin Services . + Partner with Client Service on Regional Client ... and collateral management. The team supports Middle Office, Margin Services , and Fund Accounting businesses to deliver...queries. + Develop and manage sales literature and design client service education programs to ensure sales… more
- City National Bank (Jersey City, NJ)
- …inter-affiliate services agreements, and custody agreements. * Review marketing and client facing material, disclosures such as Forms ADV and fund ... Bank and its registered investment adviser, broker-dealer, and registered investment fund subsidiaries and affiliates with respect to wealth management products and… more