The group consists of 28 investment professionals located in New York City and services over 300 clients globally with over $22 billion in client assets. Work directly with clients in all aspects of client servicing with the ability to developing relationships. Provide portfolio analysis for clients...
A company is looking for a Senior Associate - Client Development. ...
The Associate Director, Client Solutions, Analytics, supports the Director in their mission to deliver business-appropriate, best-in-class solutions for Initiative clients. As the Associate Director, Client Solutions, Analytics, you will work with the agency and client to enable the data and tech so...
A company is looking for a Client Engagement Associate. ...
Eclipse Client Service is rapidly growing and needs your help! Eclipse Service Consultants are an integral part of the Eclipse platform, a cloud-native investment management solution, working both with our clients and our R&D teams. Solutions Consultant, Eclipse Client Services. We collaborate with ...
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...
Registered Client Service Associates (CSAs) 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 inquiri...
The Associate Director, Client Solutions, Analytics, supports the Director in their mission to deliver business-appropriate, best-in-class solutions for Initiative clients. As the Associate Director, Client Solutions, Analytics, you will work with the agency and client to enable the data and tech so...
The associate will become an industry specialist and act as a resource for colleagues and clients across the globe. Over time the associate will take on additional responsibilities including (but not limited to) leading weekly trainings and hosting/recording client training sessions. The associate w...
As a Tax, Trust & Estate Associate, you will specialize in providing legal support and advice to clients in matters related to taxation, estate planning, and trust administration. Seeking a Tax, Trusts & Estates Associate with 3+ years’ experience to join our New York offices. Job Title: Tax, Trust ...
As an Associate, you will connect our clients with experts. Client Needs: Gain a deep understanding of our clients’ requirements and identify relevant experts to meet those needs. We help our clients better understand the business topics of the future. Atheneum is on a mission to build the world's m...
Under immediate supervision, Client Services Associate (NR) 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, filing, a...
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 ...
The client services professional will interact directly with clients and coordinate with Oaktree’s Client Services and Marketing representatives and all Oaktree departments, including Product Management, Diligence Services, Legal, Compliance, Accounting and Tax to lead and direct client services thr...
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...
Pre-Renewal Strategy - Prepare and facilitate internal strategy meetings, including program level oversight delivery and review of current program, expiring exposures, client service agreements, menu of services required and client service plan. Provide guidance to the Client Specialist on completio...
A Travel Client Relations Coordinator at the entry level is responsible for assisting with client communications and ensuring a smooth travel experience for customers. This role involves handling inquiries, providing information about travel packages, and addressing client concerns. Strong communica...
I can succeed as a Client Relationship Associate at Capital Group. As one of our Client Relationship Associates, you'll assist financial advisors by providing administrative support to our high-net-worth individuals, trusts, foundations, and endowments nationwide. You’ll provide personalized service...
Develop & strengthen client relationships: Client onboardingClient account setup & trainingDay-to-day support & issue management. Capital is looking for a Client Delivery Specialist Associate to join the Data Solutions team. This role will set up & maintain the financial software applications we uti...
Job responsibilities * Develop strong business relationships through proactive calling of prospects and existing clients * Act as an integral part of creating marketing strategy, and hold responsibility for implementing the marketing plan which includes direct mailings, thought l...
We honor, respect, and appreciate each other’s differences and perspectives In this role you will: § Be the primary point of contact for Drawbridge clients § Execute on success plans § Deliver all products defined by scope of work within the contractual parameters § Introdu...
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 ...
We’re seeking a future team member for the role of Associate, Client Processing I to join our Wealth Management team. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the and abroad ac...
The Associate Director, Client Solutions, Analytics, supports the Director in their mission to deliver business-appropriate, best-in-class solutions for Initiative clients. As the Associate Director, Client Solutions, Analytics, you will work with the agency and client to enable the data and tech so...
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...