- Novo Nordisk Inc. (Plainsboro, NJ)
- …and technologies Applies knowledge of common enterprise IT architectures, platforms, and services such as client /server, SaaS, PaaS, and IaaS Applies knowledge ... works closely across the organization to guide enterprise-wide resource allocations, investment choices, drive core operations and develop insights to drive growth… more
- HarbourVest Partners, LLC (Boston, MA)
- …3-5+ years of Client Service or Operations experience Investment management, financial services , or private equity experience preferred #LIHybrid ... is an equal opportunity employer. HarbourVest is seeking a proactive and relationship-focused Client Service Associate to join our Client Experience team.… more
- SEI Investments (New York, NY)
- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Private Equity & Hedge Fund Accounting Teams. Our ... primary goal is to provide exceptional customer service , accounting and administration services to our...servicing planning and reporting of funds and financial statements. Client engagement and a dedication to quality service… more
- The Cape Cod Five Cents Savings Bank (Hyannis, MA)
- …Osaic Investment Executives in the operation and development of the Investment Services program in conformance with established Bank and Osaic objectives, ... policies and procedures. This individual provides excellent client service to promote long term ...compliance files to meet regulatory exams. Maintain knowledge on investment and bank products and services . Participate… more
- Ares Management Corporation (New York, NY)
- …client service or product management role. Must have a blend of client service , investment capabilities and commercial sense. Experience with investor ... relationships with institutional investors globally as part of fundraising, LP co- investment and broader client servicing efforts. Qualifications Bachelor's… more
- Franklin Templeton (Broomall, PA)
- …Our culture is built on our commitment to delivering dynamic, proactive, and excellent client service and outcomes at all levels of the relationship. Key ... a diverse client base. Manage assigned accounts according to specific client investment objectives and constraints including idea generation; the execution… more
- Capital Investment Advisors (Atlanta, GA)
- …and objectives. Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, ... At Capital Investment Advisors (CIA), we strive to help clients...certified or willing to work toward certification upon joining Client first attitude Proven ability to work collaboratively with… more
- Raymond James Financial, Inc. (Duluth, MN)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... you! Responsibilities: Serves as first point of contact to service a high volume of daily interactions, including basic...advisors and branch office. Onboards new clients, opens new client accounts and researches client and security… more
- Morgan Stanley (Jacksonville, FL)
- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ ... *Executing money movement transactions at the request of the client and/or FA/PWA/team *Answering general non- investment related...PWAs/ teams in delivering against their business plan and client service model *Remaining current on all… more
- Mizuho Bank, Ltd. (New York, NY)
- …the development of cash flow models. Origination and execution of transactions and client service are of greatest importance. Specific duties include: Develop ... greenfield and acquisition financing. The team is integrated within Investment Banking and supported by a full ecosystem across...by a full ecosystem across Mizuho to provide full service to our clients and retain top 10 status.… more
- Morgan, Lewis & Bockius LLP (Boston, MA)
- …with guidance to the assigned Practice Group in an environment where superior client service is emphasized and practiced. Maintaining an in-office presence is ... seeking a Legal Administrative Coordinator (LAC) to support the Investment Management Practice Group. Reporting to the Administrative Support...important to delivering our services through an integrated and collaborative work culture. Firm… more
- Omnicom Media Group US (New York, NY)
- …with all internal and external stakeholders. Be a trusted advisor for the investment process for internal client teams and the wider OMnet division. ... Omnicom Media Group (OMG), the media services division of Omnicom Group Inc. (NYSE: OMC)...orchestration system, OMG connects best-in-class capabilities that enable our full- service media agencies OMD, PHD, and Hearts & Science… more
- USAA (Phoenix, AZ)
- …product management, marketing, finance, IT) to coordinate all sales and support services for client accounts. Ensures general management of competing priorities ... to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the… more
- Bridges Trust Company (Omaha, NE)
- … client investment , trust & estate administration, fiduciary, and advisory services . This is a client -focused role requiring attention to detail, strong ... performance. About the role We are seeking an experienced Client Service Manager to support our relationship...years of experience in financial services or client servicing preferred. Prior experience with investment ,… more
- Jordan Park Group (New York, NY)
- …You Have at least 2-3 years of experience in professional client service or operations work in financial services ; preferably within private wealth ... mission is to enhance lives and legacies. Senior Analyst, Client Service New York, New York Your...all aspects of client relationships Supporting complex client onboarding and investment account opening processes… more
- Morgan Stanley (Torrance, CA)
- POSITION SUMMARY: POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ ... Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non- investment related...PWAs/ teams in delivering against their business plan and client service model Remaining current on all… more
- Howden Group Holdings (New York, NY)
- …& strategic advisor focused on relentless innovation & superior analytics for top client service . About Role Primary Responsibilities: An analyst will play an ... private capital offerings, insurance-linked security (ILS) offerings and other financial advisory services for our clients. Senior analysts on the HCMA team will be… more
- Cerity Partners (Chicago, IL)
- …to detail, and a commitment to providing friendly and professional client service . The role also involves learning about investment products and improving ... The Client Service Associate role focuses on...The Client Service Associate role focuses on supporting clients and...client and the advisory team. Develop knowledge of investment accounts, products and the forms required to transact… more
- Guidepoint (New York, NY)
- Overview: The Client Service team connects Guidepoint's clients with subject-matter experts to better inform their business decisions. They take the time to ... role in Guidepoint's success. As an Associate on the Client Service team, you will understand your...experts for our clients to get their strategic or investment questions answered Identify the best leads and invite… more
- Citigroup, Inc. (Chicago, IL)
- …of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. ... S7) Education: Bachelor's/University degree, Master's degree preferred Job Family Group: Private Client Product Services Job Family: Investment Counselor… more
