- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer… more
- BlackRock (Seattle, WA)
- …home and improve their financial well-being. **Team Overview:** The Alternatives Client Services (ACS) team provides comprehensive support for BlackRock's private ... tasks will include:** **Product Lifecycle & Investor Servicing:** + Coordinate client onboarding, fund launches, and trade activity, partnering with Transfer Agents… more
- Zions Bancorporation (Denver, CO)
- …- come for a job, stay for a career. We are looking for a ** Client Relations Associate in Denver, CO to support our Commercial Banking team.** **Essential ... and practices + Collect pertinent business and financial documentation from the commercial client as needed for onboarding and ongoing servicing. + Main point of… more
- BlackRock (Seattle, WA)
- **About this role** **Job Description - Client Success Manager** Aladdin is BlackRock's central technology platform that connects the key functions of investment ... into one integrated system. From portfolio management and trading to compliance, operations , and risk oversight, Aladdin brings together people, processes, and data… more
- JPMorgan Chase (Tampa, FL)
- …culture. **Job responsibilities** + Demonstrate understanding of organizational purposes and operations . + Provide leadership and insights on client strategies. ... at Chase Merchant Services, where your skills will drive client satisfaction and career growth. Be part of a...your expertise and offers opportunities for advancement. As a Client Service Analyst in the Merchant Services Account Management… more
- BlackRock (Atlanta, GA)
- …implementation. + Coordinate with internal teams (eg, portfolio management, investment operations ) and external partners to execute client onboarding and ... Model Solutions Servicing Team is a pillar within BlackRock's Client Experience division and is responsible for delivering a...to BlackRock's model clients. The team's role within the Client Experience division is to drive the delivery of… more
- JPMorgan Chase (Chicago, IL)
- …efficiency. Our Service organization acts as a central hub for resolving client issues, supporting their business operations , identifying product and service ... clients? This could be the role for you! As a Client Service Account Manager in the Client Onboarding and Service team, you will support a portfolio of… more
- Neuberger Berman (New York, NY)
- …desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all ... required documentation + Perform daily review and maintenance of client accounts, including administrative changes, cash/security movements, and addressing… more
- Evolent (Salt Lake City, UT)
- …the impact of our specialty programs and administrative platform. Role Overview The Associate Director role on Client Analytics will support both internal teams ... Stay for the culture. What You'll Be Doing: The Client Analytics team provides a unique opportunity to collaborate...(EAS, Specialty Operations ) and external partners, delivering analyses that drive Evolent's… more
- Publicis Groupe (Chicago, IL)
- …want to hear from you. Let's shape the future together. **Overview** The Client Operations department manages client -specific operational tasks across ... provide a critical foundation for the agency. The Supervisor, Client Operations is responsible for training and...prioritizing key projects across the team + Assist the Associate Director and/or Director with miscellaneous Operations … more