- JPMorgan Chase (Boston, MA)
- …a collaborative management style. + Team player with excellent problem-solving, communication, and client service skills as well as the ability to take ownership ... the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund...classes. **Job Summary:** As a Private Equity Fund Admin Associate within our client administration team, you… more
- Eurasia Group (New York, NY)
- …Eurasia Group's business and become an expert in how political risks fit into client investment and risk processes. + Leverage Eurasia Group's global resources ... be focused on retaining and growing Eurasia Group's institutional client base by delivering first-class service and...role with experience and knowledge of multiple asset classes, investment styles, and client types (global macro… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of ... on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will... client relationship and is accountable for exceeding client 's expectations for service . The ARM is… more
- Kestra Financial (West Hartford, CT)
- …are receiving the highest level of customer service in line with our client service model. Growth opportunities are available to advisors who develop new ... and Responsibilities + Supports Lead Advisor on book of business, including managing client needs regarding service , asset allocation, case design, and financial… more
- T. Rowe Price (Baltimore, MD)
- …asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset ... difference in ways that matter to you . About the Team The Client Implementation Management team is accountable for facilitating and leading the onboarding… more
- Robert Half Finance & Accounting (Chicago, IL)
- …7. New Account Opening/Ongoing Maintenance 8. First point of contact and return client service requests 9. 529 College distributions to university payment ... to promote from within. Job Description: 1. Answering phones/delivering messages 2. Scheduling client reviews and updating any changes prior to the client … more
- Jackson National Life Insurance Company (Lansing, MI)
- **_If you are an internal associate , please login to Workday and apply through Jobs Hub._** **Job Purpose** **Provides world-class customer service and support ... technology-based applications simultaneously. + Identifies and resolves basic customer service issues; escalates issues for resolution as necessary. + Drafts… more
- Kestra Financial (Wappingers Falls, NY)
- The Associate / Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This ... Advisor. Essential Duties and Responsibilities + Supports Lead Advisor including managing client needs regarding service , asset allocation, case design and… more
- Publicis Groupe (New York, NY)
- **Company description** Zenith is a full- service media agency with capabilities and expertise across all channels and disciplines. Zenith is part of Publicis Media, ... have a measurable effect on our clients' business. Every investment we make has an ROI mindset-not just for...value for our people, our capabilities and our media investments for some of the world's leading brands. **Overview**… more
- JPMorgan Chase (New York, NY)
- As a Fund Controller in the Asset Management Client Service division the Product Administration Team and has responsibility for supporting the overall management ... of a group of Funds including US Mutual Funds, ETFs, and Collective Investment Funds in addition to Canadian products including ETFs. **Job summary:** As an… more