- Intrua Financial, LLC (Houston, TX)
- …& ETFs for client portfolios Respond in a timely manner to service requests on the Investment Analysis team queue Participate in portfolio construction, ... wide range of duties related to the administration of client portfolio accounts. Th portfolio administrator will...proactively monitoring portfolios. This position will also respond to service requests from the advisory teams. Duties & Tasks:… more
- Skanska (Los Angeles, CA)
- …organizational and time management skills, as well as have strong communication and client service skills. **Field Administrator Required Qualifications:** + ... Skanska is searching for a dynamic Field Administrator . This is a great opportunity to start a career with a company that builds things that matter and values its… more
- Charles Schwab (Glendale, AZ)
- …work in the United States on a full-time basis without employer sponsorship. As a Client Service Manager (CSM), within Charles Schwab Trust Bank, you will form ... level clients. These clients are either Independent Recordkeepers, Registered Investment Advisors, or Third Party Administrators. As a CSM,...serving clients - this role is for you. The Client Service Manager (CSM) supports a specific… more
- Affinius Capital (Dallas, TX)
- …affiliate companies, Affinius Capital invests across the risk spectrum for a global client base, managing over $61 billion in gross assets under management within a ... perpetual vehicles: (i) quarterly financial results via oversight of the fund administrator and review of accounting results and all required reporting, (ii)… more
- JPMorgan Chase (Plano, TX)
- …a talented Business Enablement Workfront Administrator for the Global Bank (GB) Client Onboarding & Service (COS) team. You'll work daily with our Workfront ... successful candidate will be highly detail-oriented with strong Workfront System Administrator experience and project management skills. They will enjoy end-to-end… more
- Thrivent Financial (Fort Wayne, IN)
- …securities and insurance related tasks and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by ... Group. This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their accounts and… more
- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road, Brooklyn Ohio The Client Administrator (CA) is accountable to assist a Senior Institutional Advisor (SIA)/Relationship Manager ... an IA book of institutional relationships with emphasis on client service and daily administrative duties. The...+ This position reports to Team Lead Manager - Client Administrator + Mobile - Office 3… more
- Thrivent Financial (Worthington, OH)
- …support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to Jonathan Groleau and Hannah Magrum ... practice, including, but not limited to: answering the phones, providing client support, meeting support to advisors, compliance review, utilizing Thrivent Financial… more
- Thrivent Financial (Crete, IL)
- …individual who thrives working not only independently but also with a team. The Client Service Administrator 's main responsibilities will include providing ... in this position will be focused on securities and investment advisory products and services as well as fixed...client service along with advisor support: answering client … more
- PNC (Philadelphia, PA)
- …closely with advisors, fiduciary teams, and investment specialists to ensure seamless client service delivery. Duties include: - client -facing support - ... contribute to the company's success. As a Sales and Service Administrator within PNC's Private Bank organization,...service and execution support for new and ongoing client relationships. May serve as a customer solutions resource.… more
- Oracle (Washington, DC)
- …with the focus on excellence. Oracle's Federal Operations Production Service System Administrators provide system implementation, support, monitoring, and ... You will be responsible for alert and event response operations, service account management, certificate management, change control and implementation operations,… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …to internal department procedures and deadlines tonsure regulatory compliance and exemplary client service . Exceed established departmental service levels. ... risks of all types. ESSENTIAL DUTIES & RESPONSIBILITIES: + Fully understand client expectations and operating requirements to ensure service level standards… more
- CBRE (Palm Desert, CA)
- Property Administrator Job ID 250519 Posted 03-Dec-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Property Management ... are responsible for operating buildings on behalf of a client or group. **What You'll Do:** + Assist management...regular but moderate supervision and guidance. + Strong customer service skills and mindset. The property administrator … more
- CBRE (Seattle, WA)
- Property Administrator Job ID 251310 Posted 10-Dec-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Property Management ... of America **About The Role:** As a CBRE Property Administrator , you will be responsible for providing advanced customer..., you will be responsible for providing advanced customer service support to tenants and vendors. This job is… more
- Coldstream Wealth Management (Portland, OR)
- …was known for investing with vision, passion, and purpose, with a focus on both client service and community commitment. In July of 2024 Arnerich Massena merged ... opportunity to advance your career in wealth management and increase your investment knowledge? Coldstream Wealth Management is looking for a Portfolio … more
- Comerica (New York, NY)
- Job Description Trust Administrator II- Special Needs SolutionsThe Trust Administrator II role will be dedicated to the Special Needs Solution Team. The position ... serving as a relationship manager to most routine and standard client relationships for special needs trusts, settlement preservation trusts, conservatorships and… more
- HUB International (Santa Fe, NM)
- … is responsible for ensuring efficient daily office operations, supporting client service teams, and maintaining a polished, professional environment ... needs, including video conferencing systems and connectivity, to support internal and client meetings. + Assist service staff with administrative requests, print… more
- CBRE (Pittsburgh, PA)
- Property Administrator Job ID 240200 Posted 30-Sep-2025 Service line Advisory Segment Role type Full-time Areas of Interest Property Management Location(s) ... of America **About the Role:** As a CBRE Property Administrator , you will oversee the coordination of a variety...are responsible for operating buildings on behalf of a client or group. **What You'll Do:** + Work with… more
- Robert Half Finance & Accounting (Englewood, CO)
- …+ Support portfolio managers and advisors in daily operational tasks related to client investment portfolios + Monitor cash and security positions to ensure ... Robert Half is partnering with a small financial services client in the Denver on a Portfolio Administrator...custodians, brokers, and internal teams to resolve discrepancies or service issues + Maintain accurate records of client… more
- Oracle (Topeka, KS)
- **Job Description** Principal Production Service Systems Administrator to join our team and support the deployment, automation, and monitoring of SaaS ... CI/CD pipelines using GitHub. Disclaimer: **Certain US customer or client -facing roles may be required to comply with applicable...Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off:… more
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