- Neuberger Berman (New York, NY)
- …and meet clear deadlines + Flexible and able to collaborate effectively with Client Associates, Portfolio Managers, and Client Relationship Managers ... point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new accounts, LOAs, account… more
- Neuberger Berman (New York, NY)
- …lines is a plus + Flexible and able to collaborate effectively with Client Associates, Portfolio Managers, and Client Relationship Managers Compensation ... account performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, stock quotes, and online access + Provide… more
- ADP (Maitland, FL)
- …including client satisfaction, client experience and product adoption across the client 's ADP portfolio . The CSE identifies customer risk and acts as an ... ADP is hiring a Principal Client Success Executive. + Are you ready to...ready to manage a book of large, complex global client accounts + Do you enjoy working through … more
- Shuvel Digital (Vienna, VA)
- …10 million members, over $149 billion in assets, and over 23,000 employees. Our client is seeking an Business Portfolio Manager-15987-Hybrid in Vienna, VA. You ... Greetings! Our client Navy Federal Credit Union is the world's...partner and value steward for the Real Estate Lending portfolio , ensuring initiatives are aligned with member & team… more
- BlackRock (Princeton, NJ)
- …growing business. On a day-to-day basis, you will be responsible for centralized portfolio and client service support functions across multiple platforms and ... BlackRock's SMA Solutions business is seeking a Separately Managed Account (SMA) Portfolio Manager to work within the dynamic and fast-paced environment of our… more
- Guidehouse (Chicago, IL)
- …as team and partner management of various functional groups (internal and external), client , and stakeholders. The Portfolio Manager will build and maintain ... **What You Will Do** **:** Guidehouse is seeking a Portfolio Manager to manage a portfolio of...solutions that can be scaled across our the Guidehouse client base. + Support the development and shaping of… more
- BlackRock (Atlanta, GA)
- …track record of managing an assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest ... Model Sales opportunities with a focus on the whole portfolio to deliver the entirety of BlackRock Solutions to...through the presentation of BlackRock & iShares content in client meetings, scaled in-person and digital events. The role… more
- Robert Half Finance & Accounting (New York, NY)
- …$40+bn AUM Investment and Trading firm based in midtown Manhattan New York. Our client requires 3+ years Portfolio Management or Trading experience within Asset ... reduce to 4 days after settling in. The ETF Portfolio Management Associate will support all daily trading and... Management Associate will support all daily trading and portfolio management functions associated with the suite of ETFs,… more
- UMB Bank (St. Louis, MO)
- … portfolio of existing loans. + Perform credit underwriting duties for existing client relationships for assigned portfolio , which may include but are not ... The Portfolio Manager II - Real Estate Group role...Real Estate Group role is tasked with executing all portfolio management activities for monitoring, identifying, and managing the… more
- Robert Half Finance & Accounting (Newark, DE)
- …This role will involve, overseeing trade transactions, account reconciliations, preparing client annual reviews, managing portfolio performance, leading a team ... Maintain strong client relationships . Risk Management Requirements The ideal Portfolio Assistant will have a Bachelors degree in Accounting or related studies.… more