A company is looking for an Associate Director, Client Partner in B2B Client Services in the United States. ...
The Client Reporting Senior Associate will be responsible for the coordination of client deliverables and client ad-hoc requests. Reporting to the Director of Client Reporting, the Client Reporting Associate is part of. Collaborate with Client Service teams on new and existing client reporting requi...
The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all language projects. All services and client partnerships are aided by best-in-breed software platforms, specialized in optimi...
Analyze complex client inquiries through application of product knowledge and client relationship/awareness. Manage the software upgrade and deployment cycle for assigned clients, including detailed reviews with client to assist with UAT and production planning. Our risk and regulatory compliance ma...
In the role, you will work closely with a Senior Product Manager within the team, as well as Sales, Client Service, and Operations teams to define and drive the strategy for each client segment, in order to attract new business, retain clients, and guide the prioritization of product enhancements to...
The Client Service Associate (CSA) Account Manager position is an integral part of a five-person team. Interact daily with the Benefits and/or Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability insu...
Our Client Coverage Group manages key client relationships to enhance the client experience front to back. From executing trades to answering client questions on accounts, portfolios and records, we believe in delivering world-class services to our thousands of clients and customers. Our client/cust...
Apollo is seeking an individual to join the Client Portfolio Management & Innovation (CPMI) team to focus on product strategy and the development of new product solutions for distribution channels globally. As a part of Client & Product Solutions division, CPMI is focused on optimizing Apollo’s capi...
The Senior Client Associate Officer provides personalized banking services to financial institution customers. Greets clients and potential clients to maintain goodwill and gain additional business. Provides ongoing relationship servicing with current clients to maintain goodwill, including respondi...
We are looking for an Associate Director, Client Development who will be responsible for ensuring the highest standards of client service values and maximize client engagement for the boutique. Lead client and business development strategies by creating exceptional experiences for our clients in par...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. This job is responsible for providin...
A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exci...
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guid...
We’re looking for a Registered Client Service Associate to:. ...
As a Channel Solutions Product Consultant, you will be providing the best and most efficient ways for our clients to achieve quality results and thus you’ll be able to learn and combine expertise in our products with a deep understanding of who are our clients and how they use our tools. Recording a...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. This job is responsible for providin...
Associate, Client Support - CIQ Finance (APAC/EMEA). We are a client-centric company; we give high value to our clients’ feedback, which is a big component of our success. Our team is responsible for providing clients with world-class product support and research. We are the pioneer team for Capital...
Understand the platform and product knowledge in-depth to address a wide range of client inquiries. Manage internal and external inquiries through effective queue management while optimizing client experience. Develop and maintain expert knowledge of the iCapital platform, formulating avenues to bet...
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, f...
This role is an Analyst/Associate level opportunity in the Global Client Group at Brookfield Asset Management with the focus being to support the senior client relationship managers (“CRMs”) in their goal to raise capital for the Brookfield Private Funds, with a specific focus on institutional inves...
Job responsibilities * Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades * Aid the Advisors by building and maintaining client relationships through ...
Our client is a prestigious law firm with a renowned reputation in the legal industry. They are currently seeking a highly skilled and motivated individual to join our team as a Litigation Associate/Attorney for their New York office. As a Litigation Associate/Attorney, you will have the opportunity...
As an Associate, you are expected to support our clients and the business with operational duties and all trade support functions to ensure sufficient trade and syndicated facility data integrity. You will be required to partner with leaders, peers, product associates, sales, and relationship manage...
In this role, you will be responsible for advising clients on various tax matters, including estate planning and business transactions. Providing tax-related advice to clients on complex matters such as estate planning, business transactions, and tax controversy representation. Communicating effecti...
Associate Director, Insurance – Client Coverage, North America is an external sales role with a defined territory and portfolio of clients spanning the Life and Annuity market. From the S&P 500 to new, innovative volatility control strategies that use S&P DJI benchmarks as building blocks, you will...