- JPMorgan Chase (Boston, MA)
- …achieve great results for clients. As an Operations Service Delivery Associate within the Global Fund Services team, you will be a key member of a fund ... and migrations for all JP Morgan fund services + Ensure successful delivery of client ...areas and/or functions to deliver results + Experience in fund operations, preferably in client - facing … more
- JPMorgan Chase (Boston, MA)
- …services companies in the world. As an Operations Service Delivery Analyst within the Global Fund Services team, you will be a key member of a fund ... service team responsible for high quality service delivery across all institutional and/or mutual ...launches and migrations for all JPMorgan fund services + Ensure successful delivery of client … more
- PNC (Cleveland, OH)
- …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
- 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 (New York, NY)
- …with a career path within the group, or into other operating teams or client - facing business areas across BlackRock. Our suite of services provided ... our employees and actively engage their involvement in our success. Our technology and services empower investors to save for retirement, pay for college, buy a home… more
- BlackRock (Princeton, NJ)
- …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
- JPMorgan Chase (Boston, MA)
- …and operational readiness for our clients. As a project manager on the Securities Services Complex Assets Client Onboarding team, you will work closely with ... Client communications experience. + Experience working on Middle/Back Office client - facing projects. **Preferred qualifications, capabilities, and skills:** +… 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
- Robert Half Accountemps (San Mateo, CA)
- …Requirements Qualifications: + 2+ years of experience in a client service role within the financial services industry, preferably in capital management, ... Management Firm in San Mateo is looking for a Client Service Associate! As a Client...procedures, and regulatory requirements. + Provide administrative support to client - facing team members as needed. + Participate… more
- Thrivent Financial (Crystal Lake, IL)
- …to the Christian community and nonprofit organizations. Position summary: The Licensed Client Service Administrator (CSA) position is critical for achieving ... of the practice including providing licensed support, responding to client service requests, completing post meeting work,...various programs, and processing functions as needed + Drive client facing activity in the practice by… more
- Thrivent Financial (Charlotte, NC)
- …and insurance related tasks and other administrative tasks as assigned. The Licensed Client Services Administrator reports to and is employed by Five Oaks ... responds to requests for information + Researches inquiries regarding client accounts + Provides fund values and...various programs, and processing functions as needed + Drives client /member facing activity in the practice by… 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 ... and Equity products within Global Markets. This requisite requires someone with Client facing experience, markets product knowledge and has KYC background.… 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
- JPMorgan Chase (Brooklyn, NY)
- …Excellent client - facing skills + Working knowledge of multiple Securities Services products such as Custody, Fund Accounting & Admin, Securities Lending, ... particularly Securities Servicing Industry + 3+ years in a client facing implementation role or commensurate experience...Hedge Fund Services and Prime Custody + Effectively prioritize, track and… more
- BMO Financial Group (Chicago, IL)
- …documentation (electronic and other) for the team + Perform various client service activities for client facing professionals + Coordinate investment ... implementation with internal and external business partners and fund companies, as needed + Process trades, wires, capital...years financial services experience, preferably in a client service and/or investment operations role +… more
- Neuberger Berman (New York, NY)
- …analytics, and review materials. The role requires collaboration with Portfolio Management, Client Service , Marketing, RFP, Technology, and Legal teams to ... You will be compiling strategy-specific portfolio data and producing client - facing materials such as detailed reports, market...onboarding new clients and support strategic initiatives such as fund launches, RFPs, and client due diligence… 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
- Cognizant (New York, NY)
- …If you have experience with the above, are selfless leaders, and are committed to a client - facing environment; if you want to grow your career with a team that ... a highly performing organization that is continually expanding our client base and increasingly being recommended by analysts such... . Preferred experience in Portal to provide reporting services to Fund Managers and/or Investors **Work… more
- Eurofins (Evesham, NJ)
- …across the entire network of Eurofins companies. The Sales Account Executive is a client facing outside sales role operating within an assigned region. This ... Service agreements and provide budgetary information. + Develops client profiles and determines potential and ability to ...client profiles and determines potential and ability to fund work. + Develops, qualifies, tracks, and closes leads… more