- JPMorgan Chase (Boston, MA)
- …achieve great results for clients. As an Operations Service Delivery Associate within the Global Fund Services team, you will be a key member of a fund ... and migrations for all JP Morgan fund services + Ensure successful delivery of client ...areas and/or functions to deliver results + Experience in fund operations, preferably in client - facing … more
- JPMorgan Chase (Boston, MA)
- …services companies in the world. As an Operations Service Delivery Analyst within the Global Fund Services team, you will be a key member of a fund ... service team responsible for high quality service delivery across all institutional and/or mutual ...launches and migrations for all JPMorgan fund services + Ensure successful delivery of client … more
- PNC (Cleveland, OH)
- …others. Preferred experience/skills: * Investment due diligence * Attribution analysis and writing client - facing fund commentary * Leadership & training of ... discretion. This position works as part of an investment service team in the AMG Investment Office reporting to...create reports and other information that support Fiduciary Investment Services to Defined Contribution Plan clients. You will be… more
- Robert Half Finance & Accounting (Dallas, TX)
- …role, you'll be taking on a variety of tasks, including accounting, finance, and client - facing responsibilities. This role is for those who are hungry and ... Description We are seeking a Fund Accounting Supervisor/Manager to join our team in...client relationships from day one, providing excellent customer service . * Continuously seek to improve accounting functions, contributing… more
- BlackRock (New York, NY)
- …with a career path within the group, or into other operating teams or client - facing business areas across BlackRock. Our suite of services provided ... our employees and actively engage their involvement in our success. Our technology and services empower investors to save for retirement, pay for college, buy a home… more
- BlackRock (Princeton, NJ)
- …related to investment products and services . + Proven experience in a client - facing role, with the ability to handle inquiries and build trusted ... a home and improve their financial well-being. **Team Overview:** The Alternatives Client Services (ACS) team provides comprehensive support for BlackRock's… more
- JPMorgan Chase (Boston, MA)
- …and operational readiness for our clients. As a project manager on the Securities Services Complex Assets Client Onboarding team, you will work closely with ... Client communications experience. + Experience working on Middle/Back Office client - facing projects. **Preferred qualifications, capabilities, and skills:** +… more
- Citigroup (Jersey City, NJ)
- …of the entire Investment Lifecycle. The key responsibilities of this role are to: ** Client Facing Solutions** : Engage directly with clients in the financial ... Investment Banking or Asset Management industries, preferably in Custody, Fund Services , ETF Servicing, Transfer Agency, FX,...to detail. + Demonstrated ability to manage multiple, strategic client relationships in a client facing… more
- Robert Half Accountemps (San Mateo, CA)
- …Requirements Qualifications: + 2+ years of experience in a client service role within the financial services industry, preferably in capital management, ... Management Firm in San Mateo is looking for a Client Service Associate! As a Client...procedures, and regulatory requirements. + Provide administrative support to client - facing team members as needed. + Participate… more
- Thrivent Financial (Charlotte, NC)
- …and insurance related tasks and other administrative tasks as assigned. The Licensed Client Services Administrator reports to and is employed by Five Oaks ... responds to requests for information + Researches inquiries regarding client accounts + Provides fund values and...various programs, and processing functions as needed + Drives client /member facing activity in the practice by… more