- PNC (Philadelphia, PA)
- …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
- JPMorgan Chase (Brooklyn, NY)
- …multiple locations. Your role will be crucial in delivering excellent client implementation service and driving strategic improvements. **Job responsibilities** ... stakeholders. **Related Responsibilities** + Contribute to strategy for delivering excellent client implementation service . + Identify potential tactical and… 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
- The Cigna Group (Wilson, NC)
- …Choice Fund , PMHS, Dental** **How you'll make a difference:** As the Dedicated Client Service Partner, you will be an extension of the Cigna Account ... management skills to develop a partnership with a key client as a Dedicated Client Service...or health engagement, or claims related area preferred. + Client facing experience highly preferred. + 2+… more
- Bank of America (New York, NY)
- …is responsible for working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities ... and Equity products within Global Markets. This requisite requires someone with Client facing experience, markets product knowledge and has KYC background.… more
- Thrivent Financial (Belmond, IA)
- …inquiries regarding their accounts and supports the daily operations of the practice. Client Service Administrator (licensed) role reports to and is employed by ... annually. 401K plan and match provided. Position Roles/Responsibilities/Accountabilities + Manages client service calls, conduct necessary research and respond… more
- Bank of America (New York, NY)
- …is responsible for working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities ... working closely with sales, product, credit, legal, AML, compliance, client service and other operations teams to...internal teams to drive results. + Presentable, confident and client focused. Client facing experience… more
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