- 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
- JPMorgan Chase (Brooklyn, 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
- 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
- The Cigna Group (Wilson, NC)
- …Choice Fund , PMHS, Dental** **How you'll make a difference:** As the Dedicated Client Service Partner, you will be an extension of the Cigna Account ... management skills to develop a partnership with a key client as a Dedicated Client Service...or health engagement, or claims related area preferred. + Client facing experience highly preferred. + 2+… 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 (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
- BlackRock (Boston, MA)
- …organized across 4 key pillars: 1. Client Experience Delivery, client - facing teams orchestrating all aspects of service delivery, and onboarding teams ... marketing, business and change management **Team Overview** The Retail Service Center provides client service ... operations, and information on BlackRock products such as service options, fund performance, pricing, yields, portfolio… more
- UMB Bank (Milwaukee, WI)
- The **Registered Funds Team** provides accounting, pricing, and reconciliation services for our mutual fund and collective trust clients. This group is a growing ... grow our knowledge base and expand our technological capabilities. The **Investor Services team** provides telephone support to mutual fund shareholders,… 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
- JPMorgan Chase (Boston, MA)
- …and extends liquidity in markets around the world.** **As an Associate within the Global Fund Services Client Operations Asset Owner team, you will partner ... and skills** + **Strong communication (verbal and written), interpersonal and client service skills with attention to detail; executive presentation… 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 operations or support.** ... data, communicates results to clients, pension consultants, and management. Verifies fund result accuracy, monitors trends, and reviews and recommends benchmarks… more
- Citigroup (New York, NY)
- …Services provides global institutional clients a wide range of solutions, including custody, fund services , execution services and issuer services . ... Capital optimization is a critical area for Citigroup and represents a significant challenge facing the financial services industry. As a firm, our ability to… 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
- 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
- HSBC (Beverly Hills, CA)
- …for clients, and updating CRM systems with changes + Coordinate and ownership of client service and sales support for HSBC AM's Liquidity Investors + Provide ... and the liquidity sales teams. This is a critical client - facing role, established to ensure we are...and maintain the overall client experience through appropriate client … more