Operations experience a plus • Previous Client Service experience in a service oriented environment • Previous exposure... for providing client service through the execution of daily functions and tasks. 2. Drive the development, maintenance and adoption...
engaging and competitive role, the Consultant on the Investment Operations Outsourcing (IOO) Client Service team serves as the... a few. The Impact: (Primary daily responsibilities) Operations Management Responsible for providing client service through...
for providing client service through the execution of daily functions and tasks. 2. Understand and enhance desktop operating... escalation point of contact for client issues or inquiries. 12. Understand current Service Level Agreements (SLAs...
world’s most sophisticated clients using leading technology and exceptional service. The Consultant, Client Solutions, TPS... of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the...
Overview: WHO are we looking for? CAPTRUST is seeking a Institutional Client Management Consultant who will work... with several financial advisors to service and retain institutional client relationships. These relationships may consist of corporate...
relationships by working with internal business partners to address all client questions, requests, and day-to-day service needs...Responsibilities Deliver exceptional service as part of a team and become a trusted partner to a dedicated Financial...
where a service offering could be developed in order to enhance the overall client experience. The individual will work... of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the...
and Background You’ll Need Based on experience, this could a senior-level employee benefits sales consultant. Voluntary Benefits.... JOB SUMMARY Our Voluntary Benefits Division is growing! The Employee Benefits Sales Consultant is responsible for top line...
Application Deadline: 05/29/2025 Address: 320 S Canal Street Job Family Group: Customer Solutions The Senior... Treasury Consultant will work closely with various partners across the enterprise, including Wealth Management, Family Office...
for innovation. THE ROLE As Technical Service Manager (TSM), we are looking for an accomplished Senior SAP Technical Consultant... operations expertise. They deliver fixed-scope, proactive and outcome-based services across the entire SAP software stack to SAP...
for innovation. THE ROLE As Technical Service Manager (TSM), we are looking for an accomplished Senior SAP Technical Consultant... operations expertise. They deliver fixed-scope, proactive and outcome-based services across the entire SAP software stack to SAP...
, in the value transformation service line What You Will Need: Bachelor's Degree 5+ years strategy and operations lead... investment portfolio Proven success in identifying and reprioritizing the portfolio to invest in the right service lines...
, and resolving valuation discrepancies Understanding of alternative investment custodians, administrators, and service providers... discrepancies Understanding of alternative investment custodians, administrators, and service providers. Qualifications...
reporting and cash, position and PNL reconciliations. The candidate is expected to deliver excellent client service daily by way... within portfolio management, investment operations and fund accounting. Ability to handle multiple tasks simultaneously...
opportunities to integrate Workday solutions to improve client service capabilities You have interest in implementing...JOB REQUISITION Finance & Performance Management Senior Manager (Workday) LOCATION CHICAGO ADDITIONAL LOCATION...
Advisors. About Embarc Advisors Founded by a former Goldman Sachs investment banker and McKinsey & Co. consultant who... across operations, execution, and client-facing roles Ensure the right people are in the right seats, using the EOS tools Serve as the...
2015ASCNUS Senior Consultant Interest Group Infosys Limited Role Consultant - US Company ITL USA Domain Banking...Job Description Infosys is seeking a Capital Markets Front office Business Analyst. As a Consultant...
service and support development of investment strategies based on individual client objectives and market trends. Uses... working in a client facing service role in the brokerage, investment advisory or financial services environment is preferred...