- M&T Bank (Wilmington, DE)
- …external regulations as applicable. + Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's ... Risk Appetite. Identify risk -related issues needing escalation to management. + Design, implement, maintain and enhance internal controls to mitigate risk on… more
- M&T Bank (Wilmington, DE)
- …and operational support under guidance of a manager or more senior analyst. ** Institutional Services Wealth Management (ISWM) Overview:** Shared Services ... regulatory, and strategic support to the businesses in the Institutional Services Wealth Management (ISWM). Those businesses...to ensure key controls are in place to minimize risk to our clients, shareholders, and employees and provides… more
- PNC (Philadelphia, PA)
- …Work, Asset Allocation, Campaign Organizing, Capital Management, Change Management, Client Management, Community Based Services **Competencies** Accuracy and ... to the company's success. As an Investment Analyst - Institutional Defined Contribution within the PNC Asset Management Group...discretion. This position works as part of an investment service team in the AMG Investment Office reporting to… more
- Vanguard (Malvern, PA)
- …would also be responsible for leading strong improvement in meeting and exceeding service levels, monitoring and closing risk issues, minimizing errors, and ... with us. In our rapidly evolving business environment, Vanguard's Institutional Division needs to be at the top of...our clients. As a result, continuous improvement and a client -centric focus are at the core of our operations.… more
- Vanguard (Malvern, PA)
- …as needed, and ensures internal controls are properly implemented without compromising client service . + Partners with the division's leadership team to ... The Institutional Investment Group Risk Management team...properly mitigated for these strategic initiatives. Responsibilities: + Provides risk guidance, oversight, and assurance services to… more
- Vanguard (Malvern, PA)
- …Senior Risk Advisor to support Vanguard's retirement business division, the Institutional Investor Group (IIG). This Senior Risk Advisor will advise business ... Global Risk and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (eg, assets and data), and stewards a strong … more
- BlackRock (Wilmington, DE)
- …our clients, whilst ensuring we help build scale and evolve BlackRock's overall client servicing capabilities. ** Client Service Officer Role Overview** CSOs ... are organized across 4 key pillars: ** Client Experience Delivery** , client -facing teams orchestrating all aspects of service delivery, and onboarding teams… more
- M&T Bank (Wilmington, DE)
- …with assigned client base, serving as primary point of contact for the client ; make recommendations for services to correct and/or enhance the client ... experience, including a minimum of 1 years' relevant work experience with direct client contact Strong focus on customer service and satisfaction Excellent… more
- JPMorgan Chase (Philadelphia, PA)
- …leader, we would love to speak with you about joining our team. As a Client Service Account Manager Vice President in Healthcare Payments, you will be part ... are both strategic and operational, deigned to promote value to ensure client satisfaction. + Identify and build strategic relationships with operational and… more
- M&T Bank (Wilmington, DE)
- …with assigned client base, serving as primary point of contact for the client ; make recommendations for services to correct and/or enhance the client ... experience, including a minimum of 1 year relevant work experience with direct client contact Strong focus on customer service and satisfaction Strong verbal… more
- M&T Bank (Wilmington, DE)
- …with assigned client base, serving as primary point of contact for the client ; make recommendations for services to correct and/or enhance the client ... experience, including a minimum of 1 year relevant work experience with direct client contact Strong focus on customer service and satisfaction Strong verbal… more
- M&T Bank (Wilmington, DE)
- …loan reprices, etc. Join our dynamic experienced team focused on high touch client service and continuous process improvement. Candidates who are interested in ... the Loan Agency team provides third party Administrative and Collateral Agent services for sophisticated institutional clients in the syndicated and private… more
- BlackRock (Wilmington, DE)
- … for our clients with portfolios totaling over _$13 trillion_ . Our diverse client base is made up of external institutional asset managers, pensions, insurance ... ( **Aladdin(R)** ), which is utilized by executives, portfolio management, risk management and operations teams. BRS provides strategic advisory and enterprise… more
- M&T Bank (Wilmington, DE)
- …Review functional team is responsible for supporting Global Capital Markets' commitment to risk management and client service by completing specific tasks ... in connection with the periodic review of institutional client accounts. + Carries out tasks...point of contact per functional role; make recommendations for services to correct and/or enhance the client … more
- PNC (Philadelphia, PA)
- …with corresponding investment risk appetite. Develops and manages innovative client solutions for both individual and institutional clients. Collaborates ... you will oversee all investment strategy-related activities for the Institutional Asset Management, Private Bank and Hawthorn (ultra-high-net-worth) businesses. In… more
- BlackRock (Wilmington, DE)
- …provider of global investment management, risk management and advisory services to institutional , intermediary, and individual investors around the world. ... the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse...+ Develop and maintain documentation related to various Directory Services configurations, processes, and service records. +… more
- M&T Bank (Wilmington, DE)
- … Service Delivery is responsible for supporting Global Capital Markets' commitment to risk management and client service by completing specific tasks in ... connection with the periodic review of institutional client accounts. This position will be...corrective actions. + Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance… more
- WTW (Philadelphia, PA)
- …across the world solve their investment problems. We offer a range of services across different delivery models, spanning advisory services , delegated portfolio ... with the US Head of Delegated Portfolio Management to manage multi-asset OCIO client portfolios and multi-manager asset class solutions. Your role will be to help… more
- PNC (Philadelphia, PA)
- …at the manager's discretion. This position works as part of an investment service team in the AMG Investment Office reporting to the Investment Director for ... Institutional Defined Contribution Plans and supports a growing business....create reports and other information that support Fiduciary Investment Services to Defined Contribution Plan clients. You will be… more
- Truist (Philadelphia, PA)
- …and delegate client and advisor operational requests to a centralized service team as appropriate. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary ... service team. 6. Work closely with the centralized service team to ensure client and advisor...client servicing and advisor support. 8. Escalate potential at- risk relationships to advisor/regional managing director. 9. Serve as… more