- Blackstone (Miami, FL)
- …position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending ... payments, oversight of expense budgeting, hedging and cash reconciliations, certain client reporting functions, and fund structuring and restructuring.… more
- JPMorgan Chase & Co. (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 strategic… more
- HarbourVest Partners, LLC (Boston, MA)
- …internal & external teams - Investor Relations, Wealth Distribution, Investor Services , Marketing, Compliance, IT, external fund administrators, and data ... implementing data models, tools, and technologies at a financial services firm with sophisticated distribution & fund ...Client and Investor Reporting & Analytics - Enhance client insights for client - facing teams… more
- Sedgwick (Brea, 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 | CA… more
- Sedgwick (Long Beach, 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 | Long… more
- Rippling (New York, NY)
- …you will need A minimum 3 years of experience scaling and managing a client - facing sales or account management team in a fast-paced environment Previous ... has raised $1.4B+ from the world's top investors-including Kleiner Perkins, Founders Fund , Sequoia, Greenoaks, and Bedrock-and was named one of America's best… more
- BNP Paribas (Jersey City, NJ)
- …support to BNP Paribas' Global Markets and Corporate Banking businesses in service of revenue and growth objectives. oElevate brand awareness and visibility of ... global banking leader providing holistic solutions across clients' financial services needs oDevelop integrated marketing & communications strategy that supports… more
- Bellwether (Dallas, TX)
- …Development, or Acquisitions across major asset classes experience preferred; client - facing experience preferred Asset management experience, including ... overseeing investments as the primary point of contact for the client , evaluating property performance and presenting well-reasoned, decisive recommendations to… more
- The Citco Group Limited (Dublin, CA)
- …of real assets industry experience. Professional Certificate, Bachelor, Master level degree. Client facing experience in financial service industry ... Your Role: Work closely with clients and business to assess client fund servicing needs, design target operating models and identify technology solutions… more
- Emerald Resource Group (Cleveland, OH)
- …on the lookout for individuals with an entrepreneurial spirit and a commitment to client service to join our dynamic team. Responsibilities: Oversee hedge ... fund tax compliance engagements, considering risk, operational, and tax...Strong external and internal communication skills required for the client - facing role and building strong partnerships with… more
- Innocap (New York, NY)
- …is to revolutionize the asset management industry and to provide customized expert services and an exceptional client experience. We are seeking forward-thinking ... (risk, due diligence, investor relations, accounting, operations, and compliance). This client - facing position demands strong relationship management skills and… 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
