- Emprise Bank (Wichita, KS)
- …to help our customers achieve their goals. We are looking for a Client Service Associate to join our Investor Services Team in Wichita, Kansas. The ... Client Service Associate is responsible for providing support to the Financial Advisor through administrative tasks and client relationships. A… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- … Relations Associate . This dynamic role involves both delivering top-tier client service for investor deliverables and supporting our marketing ... Assisting with the production and execution of an annual investor meeting - Contributing to quarterly investor ...annual investor meeting - Contributing to quarterly investor letters with expert knowledge and portfolio analytics -… more
- BlackRock (New York, NY)
- …leadership, and leading client diligence for a global set of clients. + ** Client Engagement / Client Service :** Facilitate client reporting and ... **About this role** BlackRock is hiring a Private Equity Investor Relations Professional, also known as a Product Strategist....act as the link between investment teams and our client business, playing a central role in facilitating connectivity… more
- BlackRock (Seattle, WA)
- **About this role** **GAAPS Alternatives | Associate Client Services | Seattle** **About BlackRock** Elevate your career by joining the world's largest asset ... for this position will involve a heavy concentration in operations and client service . This includes communication with internal and external stakeholders,… more
- UMB Bank (Columbus, OH)
- …trust clients. This group is a growing team that continues to add to our client portfolio. With additional clients and the evolution of client needs comes the ... grow our knowledge base and expand our technological capabilities. The ** Investor Services team** provides telephone support to mutual fund shareholders, prospective… more
- Regions Bank (Atlanta, GA)
- …Understands the client 's needs and identifies opportunities to improve and resolve client service issues related to the extension of commercial credit + ... section of the system. **Job Description:** At Regions, the Investor Real Estate Closing Coordinator will orchestrate the closing...Serves in a problem-solving capacity by providing client service for loan products + Addresses… more
- BlackRock (San Francisco, CA)
- …future for our clients. We have a responsibility to be the voice of the investor , and we represent each client fairly and equally. Constant communication with a ... client team, the comprehensive oversight and delivery of service for clients of the Aladdin (https://www.youtube.com/watch?v=Lzn2Av6QHK4) (R) business, connecting… more
- BlackRock (Atlanta, GA)
- …future for our clients. We have a responsibility to be the voice of the investor , and we represent each client fairly and equally. Constant communication with a ... client team, the comprehensive oversight and delivery of service for clients of the Aladdin (https://www.youtube.com/watch?v=Lzn2Av6QHK4) (R) business, connecting… more
- BlackRock (San Francisco, CA)
- …future for our clients. We have a responsibility to be the voice of the investor , and we represent each client fairly and equally. Constant communication with a ... advantage of Aladdin. Key responsibilities include: . Own relationships with client teams including senior management to understand their business objectives and… more
- BlackRock (Greenwich, CT)
- …business unit in BlackRock's Alternatives Business offering primarily institutional client 's access to equity and debt infrastructure investments. Today, BlackRock ... dedicated team of infrastructure experts managing over $15 billion in investor capital commitments. Today, BlackRock Infrastructure comprises more than 200… more
- JPMorgan Chase (Brooklyn, NY)
- …front line, ensuring that every interactions leaves a lasting positive impression. As a Client Service Associate in our Security Services Custody Client ... maximize opportunities in a diverse global markets. Job Responsibilities: + Provide excellent client service and support to internal and external clients daily +… more
- JPMorgan Chase (Jersey City, NJ)
- …a hands-on management style + Team player with excellent problem solving, communication and client service skills as well as the ability to take ownership and ... As a Private Equity Fund Admin VP within our client administration team, you will manage all facets of...capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports,… more
- JPMorgan Chase (Boston, MA)
- …class team to achieve great results for clients. As a Fund Services Operations Service Delivery Associate within the Global Fund Services team, you will play ... Bank is a global leader across banking, markets and investor services. The world's most important corporations, governments and...a crucial role in delivering top-notch service across all institutional and/or mutual fund product offerings.… more
- JPMorgan Chase (Brooklyn, NY)
- …of the fund to a live environment. Job Responsibilities: + Provide a premier client service by building a strong relationship with the investment manager and ... with the wider AIS line of business (Fund Accounting, Investor Relations, Compliance, Internal Audit, Operations, Private Equity and...fund to a live environment. Position Summary: As an Associate in the global onboarding team, you will play… more
- Morgan Stanley (Alpharetta, GA)
- …Focus on improving client satisfaction by emphasizing world-class individualized client service , 100% accuracy, responsiveness, and follow-through * Focus on ... to obtain licenses within company policy guidelines * Excellent communicator with strong client service skills *Why Morgan Stanley*: Morgan Stanley is a leading… more
- OTC Markets Group Inc (New York, NY)
- …What you'll do: + This is a hybrid role supporting both business development and client service . + Time will be split with responsibility for building new ... markets for over 12,000 domestic and global companies, is seeking an Associate , Americas Business Development. This role will engage directly with business leaders… more
- Charles Schwab (Sacramento, CA)
- …Account Solutions (OSAS) is the primary operations arm for Advisor Services and Investor Services New Accounts. OSAS provides service to our retail clients ... flexibility and work collaboratively with team members to deliver high quality service , meet client expectations, and support business partners. + Manage… more
- TD Bank (New York, NY)
- …TD Cowen, a division of TD Securities, is looking for an Equity Research Associate to join its Healthcare, Biotechnology team in New York. Equity research analysts ... of public biotechnology companies and make stock recommendations to institutional investor clients. Job tasks include financial modeling, interviews with physician… more
- JPMorgan Chase (Boston, MA)
- …liaison between client and external vendors, and consistently demonstrate best-in-class client service ; manage, escalate, and remediate issues + Manage tasks ... achieve great results for clients. As a Financial Reporting Associate within our client services team, you...and assignments to meet client Service Level Agreement, Key Performance Indicators,… more
- JPMorgan Chase (Boston, MA)
- …meet their strategic objectives. The team works closely with partners in Markets, Investor Client Management and Global Corporate Banking, providing holistic ... client coverage. As an associate in platform sales, you will quickly become an...service delivery. You may also independently oversee existing client portfolios with existing revenue & new business targets… more