- UMB Bank (Kansas City, MO)
- …Our team is growing and looking for our next teammate! The Client Service Administrator position supports all large institutional custody clients, both ... The Institutional Custody team provides custody...The Institutional Custody team provides custody services to...needs and wants of our clients and ultimately drives client strategies. The Client Service … more
- Amalgamated Bank (New York, NY)
- …equivalent preferred. + 5+ years of institutional investment management or bank custody experience + Client Service and/or Sales Support experience + ... and will be accountable for institutional for supporting all aspects of Client Service & Business Development. Primary responsibilities include client … more
- JPMorgan Chase (New York, NY)
- …to clients efficiently and in various formats. + Coordinate across Operations, Client Service , and Technology to ensure product development aligns with ... 100 countries. With approximately $30.0 trillion of Assets under Custody and over $500 billion in cash deposits, the...US market. + Liaise with local market infrastructure and service providers. + Develop and execute market initiatives in… more
- JPMorgan Chase (Brooklyn, NY)
- …product features. + Support client requests requiring changes to the custody tax service offering. **Required qualifications, capabilities, and skills:** + ... and external clients to impact our tax product and service offerings. As a Global Custody Tax...business. Collaborate with Business leads, Operations, Product Control, and Client teams to manage the Global Custody … more
- JPMorgan Chase (Brooklyn, NY)
- …+ Collaborate, conduct and attend internal meetings with Product, Network, technology and Client service teams to add value, enhance client satisfaction ... team which is responsible for end to end operational service to our custody clients. Our ...be tasked with ensuring the smooth operation of all client -related tasks. This includes timely transaction processing, proactive resolution… more
- UMB Bank (Kansas City, MO)
- …Services Regulatory team which provides operational support to UMB's fast growing Institutional Custody department. Within the Shared Services environment, this ... high level of service to our internal & external partners. The Custody Documentation Administrator is integral to the successful completion of client … more
- KeyBank (OH)
- …Teams, other Banking Teams, and centers of influence to meet the needs of the Institutional client segment and oversee the delivery of fiduciary advice to IA ... national practice experts focused on the professional delivery of client advice and coordination of fiduciary service ...outside RIAs, etc. + Mitigate risk by managing assigned institutional client relationships in compliance with KeyBank… more
- Regions Bank (Orlando, FL)
- …strategic client needs including future opportunities and risks + Coordinates client service activities with other areas of the organization + Understands ... Non-Interest Revenue. **Primary Responsibilities** + Oversees and provides exceptional service for client relationships, including following issues through… more
- Comerica (Charlotte, NC)
- …* Leading teams of relationship managers and support staff to ensure proper client service and long-term retention of relationships. * Developing relationships ... Institutional Fiduciary Services business (consisting of the Institutional Trust, Custody , Taft Hartley, OCIO, etc.)...and support staff that are directly responsible for ensuring client service , retention, and expansions of existing… more
- UMB Bank (Kansas City, MO)
- …boards or other client -related community events. + Manage a book of Institutional client relationships aimed at retention and expansion. + Continuously focus ... , a division of UMB Bank na As the ** Institutional OCIO Relationship Manager II** , you will serve...staff and board members. + Ensure all agreed upon client service levels are met. + Responsible… more