- Morgan Stanley (Purchase, NY)
- …workforce (M/F/Disability/Vet). **Job:** ** Fund Services * **Title:** * Fund Services - Client Facing Account Manager * **Location:** *New ... 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
- Thrivent Financial (Westbury, NY)
- …securities and insurance related tasks and other administrative tasks as assigned. The Client Services Administrator reports to and is employed by Jason Rogoff. ... 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
- Deloitte (Stamford, CT)
- Financial Services Investment Operations Risk Management Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of ... structural change management, technology and process transformations, or risk management services . The industry knowledge and experience which candidates bring will… more
- Citigroup (New York, NY)
- …as required. + Set the standards and instill a culture of exceptional client service across the operational teams servicing assigned clients + Establish ... and be the accountable owner of complex cross function service issues + Lead client service...to end understanding of Global Custody and other Securities Services products including Direct Custody, Fund Accounting/Administration… more
- City National Bank (New York, NY)
- … fund financial results and related management reports. + Provide best-in-class client service through timely, thoughtful, and thorough responses to client ... THE OPPORTUNITY?** As a member of the Donor Advised Fund (DAF) team, this position supports the DAF offering....as Trustee and provides certain investment management and administrative services pursuant to a service agreement. RBCT… more
- The Cigna Group (New York, NY)
- …able to be performed remotely._** + 2 or more years preferred experience in client facing , corporate health promotion program design + Proficient oral and ... + Manage assigned book of business; in addition, manage client wellness fund (if applicable). This may...travel in and around this geographic area to attend client - facing engagements (30-35%). This position is not… more
- Akin Gump Strauss Hauer & Feld LLP (New York, NY)
- …of Akin practices, including, but not limited to, Generative AI, client collaboration portals, transactional management, Investment Fund formation, precedent ... vendors to implement solutions to increase the efficiency of client work. Engaging with lawyers and legal professionals to...and tools. + Exercise strict discipline in on boarding services through service intake into service… more
- BMO Financial Group (New York, NY)
- BMO Capital Markets is a leading, full- service financial services provider. We offer corporate and investment banking, treasury management, as well as research ... and advisory services to clients around the world. #bmocapitalmarkets **Position Description**...and passion for working in a market making, direct client - facing role **Transaction Modelling & Financial Analysis:**… more