- Hamilton Lane (Conshohocken, PA)
- … client requests Leading cross-selling and up-selling of HL products and services with existing clients Partnering with Sales/ Client Solutions to support ... looking to hire a Vice President to join our Fund Investment/ Relationship Management Team. In this role, you...years of work experience in a financial industry/private markets client - facing setting A Master's degree and/or CFA… more
- Blue Owl (Short Hills, NJ)
- …materials to better service investors. Maintain a knowledge database tool whereby client facing teams can rely on the information housed within the tool ... client experience, which includes oversight of the outbound- facing IR & servicing email mailboxes and service...across various mediums, identifying ways technology can improve the client experience, etc. Manage relationships with fund … more
- SageView Advisory Group (Richmond, VA)
- …to join our national consulting team, with a primary focus on delivering investment consulting services in a client - facing capacity . In this role, you'll ... one of America's Top RIA Firms , highlighting our commitment to exceptional client service and long-term financial stewardship. If you're seeking an environment… 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 | Roseville… more
- Carta (Seattle, WA)
- …for everyone in venture capital, private equity and private credit. Carta's fund administration platform supports nearly 7,000 funds and SPVs, representing $150B in ... comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta's software for the Office of the... providers. Carta's software for the Office of the Fund CFO does just that - it's a new… more
- Stellar Promotions Inc. (Bonita Springs, FL)
- …product knowledge and service insight Execute hands-on promotions of client services Marketing Sales Representative Requirements: Bachelor's degree in ... brand awareness of the clients we represent Maintain a sound knowledge of client products, promotions, and service offerings Attend mandatory training sessions… more
- Sedgwick (Tennyson, TX)
- …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 Claims Examiner - Bodily Injury -… more
- 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 (Philadelphia, 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
- JPMorgan Chase (New York, NY)
- …multiple locations. Your role will be crucial in delivering excellent client implementation service and driving strategic improvements. **Job responsibilities** ... stakeholders. Related Responsibilities + Contribute to strategy for delivering excellent client implementation service . + Identify potential tactical and… 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
- Bank of America (New York, NY)
- …is responsible for working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities ... working closely with sales, product, credit, legal, AML, compliance, client service and other operations teams to...internal teams to drive results. + Presentable, confident and client focused. Client facing experience… 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
