- 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
- Citigroup (New York, NY)
- … organization . Broad client relationships preferred . Experience in a client facing role working with the buy-side community . Self-Motivated, excellent ... basis, this person will be expected to deliver outstanding client relationship management which includes, but is not be...the Plan of Supervision for Global Markets and Securities Services . Appropriately assess risk when business decisions are… more
- JPMorgan Chase (Brooklyn, NY)
- …Excellent client - facing skills + Working knowledge of multiple Securities Services products such as Custody, Fund Accounting & Admin, Securities Lending, ... products including - but not limited to - Custody, Fund Accounting, Fund Services , Hedge...particularly Securities Servicing Industry + 5+ years in a client facing implementation role or commensurate experience… 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
- Bank of America (New York, NY)
- …of strategy through various activities. This requisite requires someone with Client facing experience and markets product knowledge. **Job Description:** ... is responsible for working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities… more
- Deloitte (New York, NY)
- 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
- The Salvation Army (West Nyack, NY)
- …source of knowledge and analysis of current trends, policies and strategic issues facing social service programs. Communicate regularly with the Secretary for ... in collaboration with the Territorial IT Department, of comprehensive and integrated client data systems for social services programs (ie, material assistance,… 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
- Mirador (Stamford, CT)
- …We seek strong people managers, or "team leads", to oversee a team of client - facing reporting analysts and associates. You will be responsible for coaching your ... and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm...team through complex client issues, overseeing special projects, and ensuring that team… 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
- DLA Piper (Short Hills, NJ)
- …and implements effective processes for recruiting and hiring talented experienced client - facing time-keepers. **Location** This position can be remote with ... + Develop, monitor and administer recruiting budget and resource allocation to fund the plan. + Attends staff meetings + Corresponds and attends meetings… more