- Morgan Stanley (Purchase, NY)
- …Fund Services * **Title:** * Fund Services - Hedge Fund /PE Client Facing Account Manager * **Location:** *New York-Purchase* **Requisition ID:** ... 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 NYC… more
- JPMorgan Chase (Boston, MA)
- …great results for clients. As a Client Service Associate within the Global Fund Services Operations Service Delivery team, you will be a key member ... of a fund service...and migrations for all JP Morgan fund services + Ensure successful delivery of client ...areas and/or functions to deliver results + Experience in fund operations, preferably in client - facing … more
- Cabrera Capital Markets, LLC (Chicago, IL)
- …for successfully prospecting, and managing new institutional management and public pension fund relationships + Exceptional client - facing , written and verbal ... trading platform. The ideal candidate will excel in developing and managing client relationships, while representing Cabrera Capital Market's broker dealer. The role… more
- Citigroup (New York, NY)
- …on platform. + Manage relationships with external investment managers and hedge fund service providers in conjunction with the Hedge Research Analyst. ... Reporting to the Head of Hedge Fund Product Management, the role of the Product...ongoing product management, and serve as a resource for client facing teams for pre- and post-sales… 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
- Citigroup (New Castle, DE)
- …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
- HCA Healthcare (Nashville, TN)
- …+ Three or more years of management experience **Other/Special Qualifications** + Client Facing Professional Services experience is strongly preferred. ... technologies and services to ensure the enterprise infrastructure proactively meets client base requirements and service levels. This position also assists… more
- Morgan Stanley (Tempe, AZ)
- …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 (Cranford, NJ)
- …a wholly owned subsidiary of Thrivent Financial. Position summary: The Licensed Client Service Administrator (CSA) position is critical for achieving leverage ... of the practice including providing licensed support, responding to client service requests, completing post meeting work,...responds to requests for information + Researches inquiries regarding client accounts + Provides fund values and… more
- Thrivent Financial (Las Vegas, NV)
- …and insurance related tasks and other administrative tasks as assigned. The Licensed Client Services Administrator reports to and is employed by David Thiel ... 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 (Las Vegas, NV)
- Summary The 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
- Thrivent Financial (Reynoldsburg, OH)
- …administration of various programs, and processing functions as needed + Drives client /member facing activity in the practice by scheduling meetings with ... products, services , and Thrivent Financial Competencies + Planning/Organizing + Client Focus + Communication + Interpersonal Skills + Teamwork and Collaboration… more
- Thrivent Financial (Helena, MT)
- …a wholly owned subsidiary of Thrivent Financial. Position summary: The Licensed Client Service Administrator (CSA) position is critical for achieving leverage ... of the practice including providing licensed support, 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
- Broadridge Financial Solutions (New York, NY)
- …our dynamic team. In this role, you will lead and develop a team of client - facing professionals who will project manage proxy campaigns and focus on proactive ... for meaningful work-life integration. Responsibilities: + Lead and develop a team of client - facing professionals to manage successful proxy campaigns and act as… more
- Thrivent Financial (Reynoldsburg, OH)
- …projects, administration of various programs, and processing functions as needed + Drives client facing activities in the practice by scheduling meetings with ... incoming telephone calls responds to requests for information + Researches inquiries regarding client accounts + Provides fund values and answers other fixed… more
- JPMorgan Chase (New York, NY)
- …platform. The role requires interaction across internal global partners (ie. product teams, operations, client service ) as well as external client service ... **Job Responsibilities** + Lead and influence cross-functional teams across Institutional Client Service , Product teams, Operations, Product Development, Global… more
- DLA Piper (Washington, DC)
- …see what we can achieve. Together. **Summary ** As a key member of the Client Acquisition Team, this position is responsible for assisting the firm in generating new ... contributing to the overall prosperity and growth of the firm. The Client Development Executive (CDE) helps drive new business opportunities through targeted… more
- JPMorgan Chase (New York, NY)
- …be required to interaction across internal global partners as well as external client service providers. In addition to on-boardings, you will be responsible ... **Job Responsibilities** + Lead and influence cross-functional teams across Institutional Client Service , Product teams, Operations, Product Development, Global… more
- JPMorgan Chase (New York, NY)
- …prospects. + Work with Latin American Institutional investors in need of Private Equity Fund services , Hedge Fund Services , Global Custody, Securities ... competitors regarding a wide set of products, including Hedge Fund Services , Prime Brokerage, Private Equity ...be fluent in written and spoken Spanish. + Strong client - facing skills, able to interact at different… more
- Deloitte (Charlotte, NC)
- Financial Services Compliance Senior Manager Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include the ... structural change management, technology and process transformations, or risk management services . The industry knowledge and experience which candidates bring will… more