- TradeStation (Chicago, IL)
- …years of Institutional financial services sales and trading experience Prior client facing experience in sales and account management preferably covering ... new business with Institutional clients primarily in the Hedge Fund and Family Office space to meet quota via...setup, funding, and set up in partnership with the client experience teams Develop and maintain industry and market… more
- Morgan Stanley (NY)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** ** Fund Services * **Title:** * Fund Services - Client Facing Account Manager* **Location:** ... and needs is an important part of our culture. * Fund Services * This wholly owned subsidiary of...Dublin, Glasgow, Bangalore and Mumbai. We are seeking a client facing Account Manager for our NY… more
- JPMorgan Chase (Boston, MA)
- …for all funds and clients. **Job Summary** As an Associate I, within the Fund Services Operations Accounting Control Group, you will be responsible for two ... and client specific requirements + Have knowledge of end-to-end fund accounting such as trades and corporate action processing, pricing, income accruals,… more
- JPMorgan Chase (Chicago, IL)
- …that supports multiple geographic segments, ultra-high and high net worth client distribution channels and lending products, our internal document preparation team ... and customer- facing Lending Specialists, Credit Risk executives and underwriters, and...manages legal and other risks, advises on products and services , interprets laws and regulations that impact the firm,… more
- Citigroup (New York, NY)
- … organization . Broad client relationships preferred . Experience in a client facing role working with the buy-side community . Self-Motivated, excellent ... basis, this person will be expected to deliver outstanding client relationship management which includes, but is not be...the Plan of Supervision for Global Markets and Securities Services . Appropriately assess risk when business decisions are… 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 + 5+ years in a client facing implementation role or commensurate experience...Hedge Fund Services and Prime Custody. + Contribute to strategy for… more
- DLA Piper (Washington, DC)
- …Piper attorneys to drive new client acquisition and expansion of existing investment fund client relationships for DLA Piper in the US; + Advising and ... we can achieve. Together. If you are a talented Client Development Executive - Investment Funds Lead we want...Strong understanding of the institutional limited partner and investment fund ecosystem and market participants + Excellent oral and… more
- Morgan Stanley (New York, NY)
- …providing world class service through the support and suggestion of firm services , processing and escalation of client requests, resolving client ... and the Graystone business. IIS supports clients in partnership with Morgan Stanley's Fund Services infrastructure, an outsourced Wealth Management OCIO, the … more
- Thrivent Financial (Westbury, NY)
- …securities and insurance related tasks and other administrative tasks as assigned. The Client Services Administrator reports to and is employed by Jason Rogoff. ... 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 (Little Rock, AR)
- The Licensed Client Service Administrator (CSA) position is critical for achieving leverage of the advisor's time. Role supports daily operations of the practice ... including 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
- BMO Financial Group (Palo Alto, CA)
- …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
- DLA Piper (New York, NY)
- …your career. Let's see what we can achieve. Together. If you are a talented Client Development Executive - Corporate, we want to hear from you! This position can sit ... + Hardworking and diligent with a keen understanding of client demands + Demonstrated composure when dealing with difficult...or MBA + Knowledge of the legal and professional services sectors within the venture capital and capital markets… more
- BlackRock (New York, NY)
- …organized across 4 key pillars: ** Client Experience Delivery-** client - facing teams orchestrating all aspects of service delivery, and onboarding teams ... easier for clients to do business with BlackRock, making service so simple it becomes a source of alpha....within timeframes + Knowledge of the asset management industry ( fund types, client base and strategies, operational… more
- BlackRock (Boston, MA)
- …organized across 4 key pillars: ** Client Experience Delivery-** client - facing teams orchestrating all aspects of service delivery, and onboarding teams ... Center sits within the CX Wealth team** and provides client service support for BlackRock-affiliated US Financial... operations, and information on BlackRock products such as service options, fund performance, pricing, yields, portfolio… more
- BlackRock (Princeton, NJ)
- …protected by law. **Team Overview:** The successful candidate will join the Alternatives Client Services team in providing timely and accurate information to our ... Transfer Agency oversight on our third-party providers. The Alternatives Client Services (ACS) team support all of...product platform. **Your daily tasks will include:** + Coordinating client on-boarding, trade activity, fund launches, and… more
- Deloitte (New York, NY)
- Financial Services Investment Operations Risk Management Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of ... structural change management, technology and process transformations, or risk management services . The industry knowledge and experience which candidates bring will… more
- HCA Healthcare (Nashville, TN)
- …delivery, innovation, and optimization of all client facing and internal services for the Service Desk Support Services organization. The Director ... with custom IT service needs + Meets with internal and external client leadership teams to align strategy, services , and delivery activities + Responsible… more
- The Salvation Army (West Nyack, NY)
- …source of knowledge and analysis of current trends, policies and strategic issues facing social service programs. Communicate regularly with the Secretary for ... in collaboration with the Territorial IT Department, of comprehensive and integrated client data systems for social services programs (ie, material assistance,… more
- Citigroup (Norfolk, VA)
- …and select public sector markets. This person must have strong leadership skills, client facing and service delivery experience. Applicant must demonstrate ... Global Transaction Services offers integrated cash management, fund services , securities services , and...and business partners. Applicant must have significant experience in client facing activities with large corporate clients.… more
- HCA Healthcare (Nashville, TN)
- …and system functions through the assessment process with the ability to document and present client facing materials. + Provide oversite to teams on a wide array ... hours volunteering in our communities. As a Manager Consulting Service WFH with CereCore you can be a part...include: + Comprehensive medical coverage that covers many common services at no cost or for a low copay.… more
