- US Bank (Milwaukee, WI)
- … fund industry and their client's expectations and strategic goals. US Bancorp Fund Services (USBFS) Relationship Managers are viewed as trusted advisors ... regulatory documents and tax forms. Manage challenging client relationships and/or fund structures. Participate and represent the Relationship Management… more
- US Bank (St. Paul, MN)
- …Description** The Global Fund Custody Onboarding team provides dedicated support to Global Fund Services custody clients in helping set up and launch ... for new accounts * Effectively communicate efforts, status updates, and challenges to Relationship Managers and Global Fund Custody Management team, ensuring… more
- Comerica (Dallas, TX)
- Relationship Manager, Equity Fund Services The Relationship Manager role will be responsible for new business development, portfolio management and ... Volunteer Opportunities * "Top 50 Diversity Company" by Diversity Inc. * Global 100 for Most Sustainable Corporations Position Competencies Successful incumbents are… more
- JPMorgan Chase (Boston, MA)
- …to achieve great results for clients. As a Financial Reporting Associate within the Global Fund Services team, you will build effective relationships with ... Bank is a global leader across banking, markets and investor services . The world's most important corporations, governments and institutions entrust us with… more
- Morgan Stanley (NY)
- …personal lifestyles, perspectives and needs is an important part of our culture. * Fund Services * This wholly owned subsidiary of Morgan Stanley administers over ... Morgan Stanley is a leading global financial services firm providing a...and back-office support; and integrated portfolio analytics. Morgan Stanley Fund Services is supported by 1,350 professionals… more
- Morgan Stanley (Alpharetta, GA)
- ABOUT*Morgan Stanley* * Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management ... and investment management services . With offices in more than 41 countries, the...the week. ABOUT*The Role** The Institutional Client Investment and Fund Accounting team provides accurate and timely portfolio accounting… more
- K1 (Manhattan Beach, CA)
- …functions for the firm located in Manhattan Beach, CA. The ideal Fund Accountant possesses the competence and expertise necessary to skillfully navigate client, ... effectively with consultants and clients. Key Responsibilities: + Assist in relationship management with internal and external resources such as internal deal… more
- Robert Half Finance & Accounting (Chicago, IL)
- …* Implements processes to ensure compliance with reporting requirements. * Manages client relationship in the Americas region for a global investment management ... to work in 2024. Job Summary: * Manages multiple fund accounting teams to provide accurate and timely client...requests are handled timely, accurately, and focused on customer service . Creates a positive customer experience by opening and… more
- Vanguard (Scottsdale, AZ)
- Vanguard's Investment Operations (IOPS) & Global Investment Data Management (GIDM) Service Organizations provide a global 24/6 real time support, issue ... business needs and portfolio events. Develops tools to streamline and improve service delivery. + Manages cross divisional stakeholders' relationship and sets… more
- Citigroup (New York, NY)
- …and adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services . Appropriately assess risk when business decisions ... On a day-to-day basis, this person will be expected to deliver outstanding client relationship management which includes, but is not be limited to, staying atop of… more
- HUB International (Milwaukee, WI)
- …Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full- service global insurance broker providing property and casualty, life and ... and compliance issues. Must understand all aspects of plan design, customer service and internal reporting. Relationship Manager will be responsible for… more
- HUB International (Northbrook, IL)
- …Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full- service global insurance broker providing property and casualty, life and ... and compliance issues. Must understand all aspects of plan design, customer service and internal reporting. Relationship Manager will be responsible for… more
- US Bank (New York, NY)
- …strong collaboration across all internal resources at US Bank that maintain Corporate Trust, Global Fund Services and Cash Management services for ... positioning with clients to expand business development engagement in global fund services , depository ...services and the market. + Experience in customer service , operations, logistics, and project management. + Knowledge of… more
- Vanguard (Malvern, PA)
- …team focused on the strategic management and governance/oversight of Vanguard's enterprise-wide global Service Providers across the Funds, Corporate and Treasury ... with internal clients, determines and implements short and long-term strategies for global Service Provider relationships. Negotiates new contract terms and… more
- BioBridge Global (San Antonio, TX)
- … Global . Working with the Foundation Senior Director, coordinates with BioBridge Global business units and support services to plan and execute Foundation ... to the attention of the Executive Director or Financial Services . Maintain close working relationship with BBG...of Development to manage, reconcile and update all customer relationship management systems, fund tracking systems, and… more
- JPMorgan Chase (Brooklyn, NY)
- JPMorgan Chase is a leading financial services firm with a history spanning over 200 years and a culture that values innovation, creativity and excellence. The ... JPMorgan Global Equities business is a global leader...across a spectrum of products including equity derivatives, hedge fund products, Variable Funding Notes, Exchange Traded Funds, structured… more
- S&P Global (New York, NY)
- …implementations for SP Global 's Securities Processing & Corporate Actions solutions. KYC Services is a core component of the overall SP Global 's due ... The implementation consulting - project management team is a global team working with product solutions and engineering teams...diligence workflow process for brokers, custodians, corporates, fund admins, managers and service providers. Our… more
- ASM Global (Las Vegas, NV)
- ASM Global ASM Global is the world's leading venue management and services company. The company was formed by the combination of AEG Facilities and SMG, ... Image Now and Concur is preferred + Experience in fund accounting support + Experience in general ledger accounting...or in writing, at any time during the employment relationship . ASM Global may require an employee… more
- JPMorgan Chase (Boston, MA)
- …+ Strong Fund Services knowledge and experience, including fund administration, accounting, global custody operations, and asset servicing + Ability ... Team. JP Morgan is one of the largest global Exchange Traded Fund (ETF) service...Services + Provide oversight and governance over the relationship , incorporating appropriate measurement and service level… more
- MUFG (New York, NY)
- …with the client to brief on the services CSD provides and support the relationship manager to market JCB's full service and dedicated client service ... more details. **Job Summary:** The Japanese Corporate Banking (JCB) Client Services Analyst's primary responsibility is to assist JCB corporate banking clients… more