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SR. CONSULTANT CLIENT SERVICE-CUSTODY SERVICING

Develop andmaintainrelationships withcomplexinvestment managers, or clients, and internal Northern Trust partners or groups to better understand the needs of the investment manager, or client, and articulate those needstocol...

CompanyNorthern Trust
AddressTempe, AZ
CategoryInformation Technology
SalaryUnspecified
Job typeFull time
Date Posted 3 weeks ago See detail

Sr. Consultant Client Service-Custody Servicing

Northern Trust

Tempe, AZ

Unspecified

Develop andmaintainrelationships withcomplexinvestment managers, or clients, and internal Northern Trust partners or groups to better understand the needs of the investment manager, or client, and articulate those needstocol...

Client Services Coordinator

Linda Rost's Better Bookkeepers

Wichita, KS

Client support (45% of the time). Process bills through bill.com and sync with QuickBooks. Back up the receptionist. Bookkeeper support (34% of the time). Resolve access issues with QuickBooks. Back up the receptionist. Sales supp...

Senior Consultant, Client Service Investment Operations Outsourcing

Northern Trust

Chicago, IL

Unspecified

Responsible for providing Client Service through the execution of daily functions and tasks. Drive the development, maintenance, and adoption of standard desktop procedures. Perform root cause analysis and escalate repetitive oper...

Consultant, Client Service, Investment Outsource Operations

Northern Trust

Chicago, IL

Unspecified

Responsible for providing Client Service through oversight of daily functions and tasks, including but not limited to: cash processing, custodian reconciliations, front office reconciliations, client reporting, client fee billing,...

Client Service Coordinator

Superior Air-Ground Ambulance

Elmhurst, IL

Explain alarm ordinances to subscribers. Follow up on equipment installation for new contracts. Attend subscriber meetings to review the current status of contracts. Schedules and follows up on monthly maintenance subscriber accou...

Stormwater Client Service Manager / Senior Project Manager

Hireots

Houston, TX

THE most reputable Water/Wastewater Infrastructure and Treatment Civil Consulting firm in the US & Canada. 100% employee owned for close to 100 years. Full Benefits: Health, Vision, Dental, and 401K match. Sign on Bonus. Paid OT a...

Operations Client Service, SrAssc

State Street

Sacramento, CA

Not disclosed

Monitor day-to-day service quality and deliverables across the global delivery organization for assigned clients. Support query management and resolution directly with clients and by way of acting as a central point of contact f...

Tax Manager, Private Client Services

Bdo

Houston, TX

$112K - $142K a year

Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities Works directly with clients and their advisors to gather information needed to...

Alternative Investment Client Service Analyst

Stifel, Nicolaus & Co., Inc.

New York, NY

$71,000 - $107,000 a year

Provides the highest quality customer service through written and verbal communication, providing general information in response to sales team inquiries related to Alternative Investments. Process Alternative Investment transacti...

VP of Client Services

Imagine This

Remote

$150,000 - $900,000 a year

Job is remote at a minimum 40 hrs/week. Health insurance benefits offered (medical, dental, vision). $15,000 Life/AD&D Plan (paid by Company). Voluntary Life/AD&D and Long Term Disability plans available. Monthly Phone Allowance....

Prime Client Service

Hsbc

United States

Dedicated point of Contact with Prime Brokerage clients and Front Office Ensure the team have communicated all corporate actions to stakeholders in a timely fashion Monitor Ex Date / Pay Date Bookings to ensure entitlement posted...

Client Service Representative

Vca Animal Hospitals

Clinton Township, MI

With every opportunity, we aim to exceed each pet owners expectations.Were looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets.Why We Need...

Associate Client Service Manager

Gallagher

Jacksonville, FL

Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner. Secure existing business and drive the sale of additional services and lines of covera...

Client Service Associate - Resource Consulting Group

Hightower

Orlando, FL

Establish, service, monitor, and maintain client investment accounts. Meet client's needs and develop trust by providing excellent service. Prepare brokerage account paperwork for opening new accounts, terminated accounts, and acc...

Producer, Client Services

Memoir Agency Llc

Orlando, FL

Bachelors Degree is preferred.-At least 5 years of experience in event production, with a proven track record of successful events.-Strong leadership skills and the ability to manage multiple projects and reports simultaneously.-...

Client Service Associate, Insurance (Stamford, CT or NYC )

Nfp

Stamford, CT

Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets. Performs...

Client Service Executive

Hsbc

San Francisco, CA

Deposit Account Management. Custody Account Management. Loan Servicing. Asset Movement both internally and externally, such as wire transfers and any related wire investigations. Timely/same day response to client inquiries. Credi...

Client Service

Jpmorgan Chase & Co

Brooklyn, NY

$90,000 - $128,000 a year

DESCRIPTION:Duties: Assist with traditional cash financing, including margin and securities lending, in Equity and Fixed Income Prime Brokerage businesses. Additional details about total compensation and benefits will be provided...

Full-Time, Remote Client Service Director For Top Media Company

Media Scaling

Remote

$52,000 - $120,000 a year

Begin each clients journey with us with a white glove onboarding experience (taking the lead on helping to build this framework out and schedule onboarding calls with all new members). Develop and maintain strong client relations...

Senior Director of Client Services

Executive Career Upgrades

Remote

$90,000 - $100,000 a year

Paid time off. Professional development assistance. Work from home. 8 hour shift....

Client Services Assistant- Part Time

Target Hunger

Houston, TX

Up to $16 an hour

Reliable, consistent, on-site attendance is a requirement. This position requires punctuality and dependable attendance to meet the needs of the business, including attending and participating in meetings and presentations. Learn...

Client Services Director - E7 Solutions

Amy Cell Talent

Troy, MI

Collaborate, design and drive excellence in our client practices, internal practices, deliverables, and service offerings.. Lead, manage, and hold accountable E7 Client Services team members to meet defined objectives and provide...

Client Services Specialist - Now Hiring

Teksystems

Tucson, AZ

$18 per hour

Receive and respond to customer inquiries by phone and email. Assist with ACH setups and cancellations. Process payments, adjustments and credits. Process mail correspondence. Assist customers with logging onto the payment portal....

Client Service Representative - Veterinary

Combs Veterinary Clinic

Bloomington, IN

Deliver exceptional customer service to pet owners in a polite and timely manner, both in person and over the phone. Admit patients: ensuring that the patient is weighed, and all information is current. Schedule and confirm appoin...

Client Service Representative II

Quest Diagnostics

Pittsburgh, PA

$33.4K - $42.3K a year

Use proper telephone etiquette and all available resources to respond to incoming customer inquiries, requests and complaints competently and courteously. Troubleshoot inquiries and follow up with customers on issues that cannot b...

Senior Client Service Associate - Registered

Stifel Financial

New York, NY

$75,000 - $80,700 a year

Maintain existing client relationships through the processing of client requests, resolving client inquiries while ensuring all client information and documentation is up to date. Act as a liaison between the branch and service de...

Registered Client Service Associate

Ameriprise Financial

Wayzata, MN

Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and...

Client Service Associate

Stifel

Fairport, NY

$40,600 - $54,100 a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

Series 7 Registered Client Service Associate

Hennion & Walsh, Inc.

Parsippany, NJ

$48.5K - $61.4K a year

Provides sales/administrative/operational Client Service support to assist a team of financial advisors. May solicit and provide financial advice in unison with the team. Develop and maintain client relationships. Proactively supp...

Senior Registered Client Service Associate

Signature Financial Solutions

Tampa, FL

$40,000 - $60,000 a year

Social Media Knowledge. Knowledge of office management systems and procedures. MS Office - Outlook, Word, Excel, Powerpoint. Outstanding organizational and time management skills. Ability to multitask and prioritize daily workload...