- 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
- S&P Global (New York, NY)
- …a proven and experienced individual to expand our portfolio of Alternative Investment Fund (AIF) ratings (NAV, Subline, Feeder Funds, etc). In addition, manage and ... in Alternative Funds/Private Markets + Willingness in providing timely and premier service to internal/external stakeholders + Demonstrate sound ability to analyze … 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 (Eldora, IA)
- The Licensed 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,...responds to requests for information + Researches inquiries regarding client accounts + Provides fund values and… more
- Thrivent Financial (White Bear Lake, MN)
- …securities and insurance related tasks and other misc. tasks as assigned. The Client Service Administrator reports to Lindsay Rasmussen and is employed by ... financial advisors that own the business. They have combined service of 33 years of direct financial services...various programs, and processing functions as needed + Drive client facing activity in the practice by… more
- Thrivent Financial (Fort Wayne, IN)
- …telephone calls and responds to requests for information + Researches inquiries regarding client accounts + Provides fund values and answers other securities ... administration of various programs, and processing functions as needed + Drives client /member facing activity in the practice by scheduling meetings with… 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 (Eldora, IA)
- 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 (Neenah, WI)
- …insurance related tasks, and other administrative tasks as assigned. The Insurance Licensed Client Services Representative reports to and is employed by Psalm ... This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their customer accounts… more
- DLA Piper (New York, NY)
- …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
- Thrivent Financial (Bellevue, WA)
- …This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their customer accounts ... utilizing Thrivent Financial computer systems and programs in support of client relations, supporting insurance related tasks, and other administrative tasks as… 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 ...and spoken Spanish; Portuguese is a plus. + Strong client - facing skills, able to interact at different… more
- Deloitte (New York, NY)
- Financial Services Risk Management Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include ... structural change management, technology and process transformations, or risk management services . The industry knowledge and experience which candidates bring will… more
- Citigroup (Tampa, FL)
- …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
- Citigroup (New York, NY)
- …Services provides global institutional clients a wide range of solutions, including custody, fund services , execution services and issuer services . ... critical area for Citigroup and represents a significant challenge facing the financial services industry. As a...client -oriented capital programs and accountability framework to a Services -wide level in order to deploy capital to highest… more
- Citigroup (New York, NY)
- …Services provides global institutional clients a wide range of solutions, including custody, fund services , execution services and issuer services . ... critical area for Citigroup and represents a significant challenge facing the financial services industry. As a...+ Provide strategic analyses and reporting initiatives to align client -level strategy within Services product lines and… more
- HCA Healthcare (Nashville, TN)
- …and system functions through the assessment process with the ability to document and present client facing materials. + Provide oversite to teams on a wide array ... include: + Comprehensive medical coverage that covers many common services at no cost or for a low copay....3% to 9% of pay (based on years of service ) + Employee Stock Purchase Plan with 10% off… more