- Wellington (Needham, AL)
- …financing costs, working with counterparties to maximize franchise value, and customizing solutions designed to meet client objectives. Day-to-day work is ... all segments of the global capital markets. Our investment solutions , tailored to the unique return and risk objectives...be very operationally focused. The **Senior Fund Treasury & Custody Analyst** will report to the ** Manager … more
- Citigroup (Tampa, FL)
- …are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- Citigroup (New Castle, DE)
- …come join us. We'll enable growth and progress together. **Role** We are seeking a Client Technology Solutions Manager with a strong background in financial ... to date with industry technology trends and integrate relevant innovations into client solutions and internal process. **End-to-End Delivery** : Define, design,… more
- JPMorgan Chase (Jersey City, NJ)
- …and delivering solutions to clients, you have found the right team! As a Client Manager Associate in the Escrow and Paying Agency Team, you will report into ... relationships, and overseeing all aspects of account management. The Client Manager will work in collaboration with...strong customer service by responding quickly and accurately to client requests, offering solutions to client… more
- Raymond James Financial, Inc. (FL)
- …related to operations and the client experience. A successful Client Engagement Manager is characterized by the following: excellent organization ... (RIA) firms, Independent Broker/Dealer firms, and investment advisers to the RCS custody and clearing platform. Collaborates with various internal business lines to… more
- US Tech Solutions (Chesterbrook, PA)
- **Responsibilities:** + Serve as a senior custody Account Manager in charge of financial institutions (banks, brokers, hedge funds, US 40 Act Funds ) + Act as an ... servicing and related activity for Local and Global Custody + Ensure accurate responses to client ...Advanced degree considered as a plus **About US Tech Solutions :** US Tech Solutions is a global… more
- US Tech Solutions (Boston, MA)
- … Service Representative will collaborate with team members and managers to discuss client trends, provide insights, offer automated solutions and assist in ... sessions when necessary. + Stay abreast of and utilize relevant internal technology solutions to effectively manage client inquiries + Coordinate regular demos… more
- JPMorgan Chase (Brooklyn, NY)
- …events, driving change, and enhancing our service solutions . As a Global Custody Asset Servicing Middle Office Risk Manager within our dynamic team, you ... to influence key stakeholders? As part of our Global Custody Asset Servicing Middle Office Risk team, you will...and issues raised by various teams including Middle office client facing teams, client service and core… more
- US Tech Solutions (Boston, MA)
- …+ Responsible for the global processing, balancing and reconciling of custody positions related to dividend interest payments. + Activities include instruction ... authentication, entry instruction and verification (dual controls). + Collects global client 's dividend and interest Income payments + Verify information by… more
- AON (Chicago, IL)
- …three specialty teams within Aon's US Investment business, including our Trust & Custody Team, our Fiduciary Services Team, and our Operational Due Diligence Team. ... The Trust & Custody team is focused on custody , operations,...will be eager to learn about various aspects of client portfolio oversight, be able to manage different projects,… more