- JPMorgan Chase (Newark, DE)
- …broker for trade execution and ask that the remaining commission be allocated to a client account, where the investment manager would accrue CSA credits and use ... this role. The right candidate will preferably have an operations background, strong analytical skills, and needs to be...for high-quality client experiences. + Experience in client -facing roles working across multiple business areas… more
- Veolia North America (Corsicana, TX)
- …Description** **Position Purpose:** Responsible for managing and supervising all aspects of client services within a geographical area to include health and safety, ... communication skills + Time management: the ability to organize and manage multiple deadlines + Thorough knowledge of disposal site capabilities and limitations… more
- Black & Veatch (Tampa, FL)
- …engagement, pursuit/proposal/interview development, business management (financial, risk, operations ) project execution, and personal well-being. **Key ... assigned new or existing clients. Coordinate any efforts with established clients with Client Directors and Sales Directors. + Manage multiple clients and /or… more
- Banfield Pet Hospital (Brighton, MI)
- …JP JOB TITLE Client Service Coordinator TEAM Hospital FUNCTION, FAMILY Service Operations (Pet), Hospital Operations (Pet) COST CTR #: Varies REPORTS TO ... Position Description Client Service Coordinator - Job Description.docx 1 of...Practice Manager JOB LEVEL B2 FLSA CLASSIFICATION Non-Exempt Exempt STATUS… more
- Wellington (New York, NY)
- …**Position** The Client Transitions Analysts ("CTA") are members of Global Operations and are responsible for supporting the operational aspects of various ... risk management and control environment. The CTA will work closely with the Client Integration Manager , Client Group teams, Wellington Funds Group… more
- TD Bank (Greenville, SC)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Wealth Client Support Supervisor serves two primary functions: 1) They coordinate communication ... with multiple areas of the wealth management business (including, but...business (including, but not limited to, distribution, supervision, product, operations , legal, compliance, technology) in designing and implementing process… more
- Paylocity (Schaumburg, IL)
- …ensure priorities are met and availability and responsiveness goals are achieved. Considers client need with Account Manager capability and capacity and aligns ... as you take on big challenges and find solutions with a position in Operations . Use your problem-solving skills to shape the way others see Paylocity. Launch your… more
- Sedgwick (Des Moines, IA)
- …the activities of other internal departments such as information technology, operations and business development. + Coordinates client invoicing, audits ... Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Client Services Director **PRIMARY PURPOSE** : To determine account management strategies… more
- Neuberger Berman (New York, NY)
- …+ **Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations , and clients + ** Client Support** : Offer daily support for ... **Position Overview:** NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client assets across… 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
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