CATEGORY: Client Services JOBS

Client Service Manager - The Client Experience Smithfield, RI

Specialty: Client Services
Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Client Service Manager where you will be the key contact in servicing, educating, and resolving day to day operational issues for our Custody clients. The Expertise We’re Looking For Bachelor’s Degree preferred 5+ years of operations an
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Client Service Representative Jersey City, NJ

Specialty: Client Services
Client Experience Associate As a Client Experience Assocaite In this role, you will interact with internal and external business partners, providing subject-matter expertise pertaining to equity, mutual funds and fixed income securities. The Expertise We’re Looking For Willngness to answer 50+ in coming calls and respond to complex inquiries Customer service-focused individual with superior wri
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Digital Solutions Design Analyst Durham, NC

Specialty: Client Services
The Expertise We’re Looking For Understanding of what makes a business successful in a digital culture, and ability to drive business partners to think along those lines. Able to create industry standard models (UML, BPMN) to effectively communicate current and future state solutions to both business and technology. Test/measure/learn. You have experience defining champion challenger population
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Director- Designated Brokerage Services Smithfield, RI

Specialty: Client Services
Director Designated Brokerage Services The Expertise We’re Looking For Proven track record of delivering exceptional client service and/or relationship management to institutional firms A motivated self-starter with an ability to recognize opportunities for driving business development, process improvement and client satisfaction 5 -10 years of relevant financial services experience preferred Ser
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Investment Analyst, Capital Markets and Portfolio Analytics Smithfield, RI

Specialty: Client Services
Investment Analyst, Capital Markets and Portfolio Analytics Do you have quantitative skills with an ability to engage in an intellectual debate with your business partners? If yes, come join a team of investment analysts focused on investment products and portfolio analytics The Expertise We’re Looking For At least 5 years of demonstrable experience in portfolio construction or investment resea
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Investment Analyst, Model Portfolios Smithfield, RI

Specialty: Client Services
Investment Product and Portfolio Analyst – Investment Analyst Do you have a passion for investments, digging into the details, and working in a dynamic, fast-paced environment? Partnering closely with the sales, relationship management, and consultant relations teams, the Investment Analyst will assist in driving sales processes and operations, providing client service support for strategic relat
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Investment Analyst, Model Portfolios Westlake, TX

Specialty: Client Services
Investment Product and Portfolio Analyst – Investment Analyst Do you have a passion for investments, digging into the details, and working in a dynamic, fast-paced environment? Partnering closely with the sales, relationship management, and consultant relations teams, the Investment Analyst will assist in driving sales processes and operations, providing client service support for strategic relat
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Veterans Rotational Leadership Program Westlake, TX

Specialty: Client Services
Are you a self-starter and do you have a strong desire to operate in a dynamic, fast-paced, environment? Do you want to lead people and be responsible for managing an operations team? In this new leadership position, you will have a unique and rare opportunity to rotate through several operational areas within the Risk and Operations functions to learn the business and then ultimately be placed in
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