- Robert Half Finance & Accounting (New York, NY)
- Description We are looking for a skilled Portfolio Management Specialist to join our team in New York, New York. This role involves collaborating closely ... * Provide detailed reporting and updates to clients and stakeholders regarding portfolio management activities. Requirements * Minimum of 3 years of… more
- BlackRock (San Francisco, CA)
- …is to deliver One BlackRock to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist is an Associate/VP eligible role in US ... role** BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment...+ Consult with top advisory teams on improving their portfolio construction process, helping them create new models, improve… more
- Bloomberg (San Francisco, CA)
- Portfolio & Risk Analytics Implementation Specialist , Enterprise Services, Bloomberg Financial Solutions Location San Francisco Business Area Sales and Client ... for fully onboarding new and existing customers to PORT Enterprise, Bloomberg's Portfolio and Risk Management . Main responsibilities will include Pre-Sales… more
- BlackRock (New York, NY)
- …which contributes more generally to the production of analytics and models to portfolio and risk management professionals both within and outside BlackRock. ... production, enhancing the infrastructure platform and delivering analytics content to portfolio and risk management professionals (both within BlackRock and… more
- Publicis Groupe (New York, NY)
- **Overview** **How You'll Make an Impact** The Client Service Specialist will work across a portfolio of brands to develop growth strategies and ... expanding existing contract values and strategic growth across the client portfolio . **What You'll Achieve** + Own...you'll bring with you** : + 2-4 years of client management or sales experience across either… more
- Citizens (Riverside, RI)
- …training to their portfolio of clients as they onboard new cash management products. The CPS Specialist will focus on establishing and fostering ... responsible for ensuring best in class customer service experience for a designated portfolio of Commercial Banking clients. The CPS Specialist is responsible… more
- First Horizon Bank (Germantown, TN)
- …is a hybrid position which combines elements of both a traditional Commercial Lending Client Specialist and a Loan Operations Specialist . The Mortgage ... of the Mortgage Warehouse Lending Group. The Mortgage Warehouse Client Specialist works closely with the Warehouse...closely with the Warehouse Lending Relationship Managers (RM) and Portfolio Managers to service the client 's daily… more
- TD Bank (West Palm Beach, FL)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship ... complex clients + May act as primary contact for client relationships with regards to portfolio information...Guides and directs others as necessary; acts as a specialist resource to support all wealth management … more
- First Horizon Bank (Memphis, TN)
- **Description** **Location:** On site in Memphis, TN **SUMMARY** The Client Specialist role supports the line of business by providing exceptional service and ... the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between...management and serving needs for teams and their portfolio of clients. **ESSENTIAL DUTIES AND RESPONSIBILITIES** * Open… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist A growing wealth management firm is seeking an experienced Client Service Specialist to join our team. This ... role is primarily back-office and administrative, with some client interaction via email and phone. You'll support approximately...reports and assist with meeting materials using CRM and portfolio management systems. + Contribute to quarterly… more
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