- BlackRock (Boston, MA)
- …+ A track record of identifying and delivering process improvement + A client service mentality and a history of successful relationship-building examples + ... role, you will be a senior member of our Service Delivery team driving our operations on a daily...** + 6+ years of industry experience with an ETF Asset Manager or at a Custody… more
- BlackRock (Atlanta, GA)
- …draft comments on various regulatory proposals and consultations. + Draft and negotiate service provider, intermediary and client contracts. + Draft and update ... searching for an exciting, challenging, multi-faceted opportunity with the world's largest asset manager ? We are seeking an attorney to serve as a member of… more
- Charles Schwab (Lone Tree, CO)
- …to both retail and registered investment advisor (RIA) clients. Within WAS, the Senior Manager , Strategic Initiatives and Client Experience will be a part of the ... Investment Offers & Solutions (IOS) group's Mutual Fund, ETF , 529, and Fixed Income Offer Management team. IOS...growing a key revenue stream for Schwab. The Senior Manager , Strategic Initiatives and Client Experience will… more
- UMB Bank (Milwaukee, WI)
- …and strategic contact for clients being serviced by the department + Reviews ETF client onboarding configurations. + Advocates to improve system functionality ... agent) of exchange traded funds in conjunction with Senior Manager and/or Manager direct reports. Interacts with...+ Strong relationship development skills and an aptitude for client service + Exhibit initiative in a… more
- Citigroup (Jersey City, NJ)
- …come join us. We'll enable growth and progress together. We are seeking a Client Technology Solutions Manager with a strong background in financial services, ... suit an individual with strong experience in Technology Product Delivery Management, Client Relationship Management and Service , Change Management and Program… more
- BMO Financial Group (Scottsdale, AZ)
- An Associate Portfolio Manager (APM) at Stoker Ostler Wealth Advisors works directly with 6-10 different Portfolio Managers to manage the execution of client ... list, bond sales and building bond ladders. Also, may provide stock, bond, ETF , and mutual fund research and analysis. APM participates in the Investment Committee.… more
- Almstead Tree and Shrub Care (New Rochelle, NY)
- …and so much more! We are currently seeking a results-oriented and detail driven Client Billing Manager with general bookkeeping and accounting experience to join ... our headquarters team. The Billing Manager will compile, compute, record and prepare billing, accounting,...invoice generation. + Posting of checks, credit cards and ETF with daily reconciliation reports. + Engage in daily/monthly… more
- Neuberger Berman (New York, NY)
- …of our Intermediary (ie, bank, RIA, wire-house, etc) channel operations, client experience, data management, and channel growth. This role requires multi-product ... knowledge, deep understanding of Intermediary, Financial Advisor, and end Retail- client behaviors and demands. The successful candidate will be able to assess market… more
- BMO Financial Group (Covina, CA)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the ... solution in the best interest of the customer. Determines client needs and provides solutions though the sales of...and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and… more
- Raymond James Financial, Inc. (Memphis, TN)
- …Assists with the review of accounts to ensure they meet the portfolio manager 's specifications. + Frequently creates large block trade allocations to determine the ... use of local markets for ADR conversions and Authorized Participants for ETF creation or redemption units). + Communicate with outside managers regarding execution,… more
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