- UMB Bank (Kansas City, MO)
- …Our team is growing and looking for our next teammate! The Client Service Administrator position supports all large institutional custody clients, both ... The Institutional Custody team provides custody...The Institutional Custody team provides custody services to...needs and wants of our clients and ultimately drives client strategies. The Client Service … more
- UMB Bank (Kansas City, MO)
- …analyzing data for regulatory reporting, client invoicing, and more. As the ** Institutional Custody Intern** , you will handle processing wire payments for ... department is responsible for supporting the Corporate Trust and Institutional Custody lines of business. The TCO...the delivery of the highest possible level of customer service . + Oversee all activity pertinent to client… more
- Wellington (Needham, AL)
- …on projects and inquiries with other Wellington teams including Product Management, Client Service , Trading, Portfolio Management, Portfolio Services, Legal & ... Excel, etc.) + Very strong attention to detail and organizational skills + A client service mindset and strong communication skills + High degree of integrity… more
- UMB Bank (Kansas City, MO)
- …Services Regulatory team which provides operational support to UMB's fast growing Institutional Custody department. Within the Shared Services environment, this ... high level of service to our internal & external partners. The Custody Documentation Administrator is integral to the successful completion of client … more
- US Bank (St. Paul, MN)
- …in routine client onboarding calls and partner with other Global Fund Custody teams to ensure smooth client transitions from onboarding to ongoing account ... at-all from Day One. **Job Description** The Global Fund Custody Onboarding team provides dedicated support to Global Fund...completed in line with understanding of product details and client intent prior to instructing the opening and setup… more
- US Bank (St. Paul, MN)
- …2 responsible for the management and oversight of Wealth, Corporate, Commercial and Institutional Banking client accounts and products of various types and sizes ... for the completion of daily processing activities. Delivers a high level of customer service and is responsible for the identification of and minimization of risk in… more
- US Bank (St. Paul, MN)
- …The role requires meticulous attention to detail, strong organizational skills, strong client service abilities, excellent communication and writing skills and ... management with production management, work allocation, risk management, escalations, and client service deliverables; may also contribute to strategic planning… more
- M&T Bank (New York, NY)
- …role provides guidance on complex compliance risk management activities within the Institutional Client Services department of Wilmington Trust. Depending upon ... 2) the Custody & Collateral Services (CCS) department; which performs Institutional Custody , Collateral Management, and Trust & Pension (Retirement Plan)… more
- M&T Bank (New York, NY)
- …role provides guidance on complex compliance risk management activities within the Institutional Client Services department of Wilmington Trust. Depending upon ... 2) the Custody & Collateral Services (CCS) department; which performs Institutional Custody , Collateral Management, and Trust & Pension (Retirement Plan)… more
- PNC (Pittsburgh, PA)
- …diverse book of business with varying account types. + Delivers the full breadth of Institutional client services in order to grow the Institutional Asset ... products and services as sales opportunities. Cultivates a referral network through client relationships. + Works with Institutional Asset Management partners in… more
- Regions Bank (Nashville, TN)
- …strategic client needs including future opportunities and risks + Coordinates client service activities with other areas of the organization + Administers ... Non-Interest Revenue. **Primary Responsibilities** + Oversees and provides exceptional service for client relationships, including following issues through… more
- PNC (Baltimore, MD)
- …the company's success. As a Senior Business Development Officer within the PNC Institutional Asset Management organization, you will be based in Baltimore, MD. This ... identify their needs and provide solutions including PNC's OCIO, 401(k), Custody , and proprietary fixed income solutions. Prospects include nonprofits, corporations… more
- Comerica (Farmington Hills, MI)
- … client issues * Ensure support staff provides the highest quality client service by achieving key performance goals Equal Opportunity Employer ... Institutional Trust Team Leader The principle accountability of...responsible for the delivery of services such as trustee, custody , pension services, and cash management. In this role… more
- PNC (Indianapolis, IN)
- …retention. You will actively participate in the market's new business development and & client service /retention activities. You will serve as the face of PNC ... to the company's success. As a Market Managing Director within PNC's Institutional Asset Management organization, you will be based in Indianapolis. In this… more
- JPMorgan Chase (Brooklyn, NY)
- …that every interactions leaves a lasting positive impression. As a Client Service Associate in our Security Services Custody Client Operations team, ... Being apart of our Security Services Custody Client Operations team, you're part...a diverse global markets. Job Responsibilities: + Provide excellent client service and support to internal and… more
- KeyBank (Brooklyn, OH)
- …specifically corporate escrow and stable value fund offerings, with emphasis on client service and daily administrative duties. The CA must develop ... auditors, outside RIA's, etc. **JOB PURPOSE:** * Read and understand standard institutional client agreements and documents for administrative and fiduciary… more
- JPMorgan Chase (Jersey City, NJ)
- …within Escrow and Paying Agency, Trust or Custody + 7+ years of client service experience, managing accounts with customer contact + Familiarity with legal ... and optimization of working capital. **Job Responsibilities:** + Provide strong customer service by responding quickly and accurately to client requests,… more
- Amalgamated Bank (New York, NY)
- …management and custody and introducing banking services to existing institutional trust and investment customers + Attend client /prospect meetings as ... accountable for Relationship Management and Business Development for Investment Management and Institutional Custody . This role will be responsible for managing… more
- JPMorgan Chase (New York, NY)
- JP Morgan Securities Services Sales combines Custody , Accounting, Middle Office, Data & Analytics, Collateral Management, Liquidity, and Agency Lending under a ... organic growth for existing business in the region. The team liaises with Institutional Clients such as Central Banks, Public and Private Pensions, Banks and Broker… more
- JPMorgan Chase (Brooklyn, NY)
- …for managing complex queries and issues raised by various teams including Middle office client facing teams, client service and core operational processing ... actions and income events, driving change, and enhancing our service solutions. As a Global Custody Asset...risks associated with Asset Servicing products. + Experience in client service and middle office operations. +… more