- US Bank (New York, NY)
- …learn new skills and discover what you excel at-all from Day One. **Job Description** _The ETF Client Service Manager is responsible for ensuring a high ... timely delivery of service ; and overall effective operational support for our ETF client base. They will act as a single point of contact, escalation point,… more
- BlackRock (San Francisco, CA)
- …+ A track record of identifying and delivering process improvement + A client service mentality and a history of successful relationship-building examples + ... of scale. **You have ** + 6+ years of industry experience with an ETF Asset Manager or at a Custody and Fund Accounting organization + Deep understanding of ETFs… more
- T. Rowe Price (Baltimore, MD)
- …contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that ... through the trade lifecycle and oversee record keeping, working closely with our service providers. This role will be based in the US working closely with… more
- Citigroup (Tampa, FL)
- **Overview:** The ** ETF Fund Accounting Manager - AVP** is an intermediate management level position responsible for providing full leadership and direction to a ... valuation, portfolio, expenses, and transaction volumes ensuring a variety of standard and client /regulatory formats. + Assist the section manager of a team of… more
- Raymond James Financial, Inc. (Memphis, TN)
- …the achievement of team/personal objectives. + Supervise a team providing administrative and service operations support and have deep expertise in the service ... and skills while guiding and training others on meeting high customer service standards. + Applies comprehensive knowledge and/or skills to independently engage in… more
- T. Rowe Price (Baltimore, MD)
- …contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that ... is done primarily through external face-to-face meetings at the client locations, as well as industry events, with a...and key performance indicators (KPIs) based on Sales and Service Performance Framework (SSPF). + Develops annual business plan… more
- Neuberger Berman (New York, NY)
- …of our Intermediary (ie, bank, RIA, wire-house, etc) channel operations, client experience, data management, and channel growth. This role requires multi-product ... knowledge, deep understanding of Intermediary, Financial Advisor, and end Retail- client behaviors and demands. The successful candidate will be able to assess market… more
- BMO Financial Group (Walnut Creek, CA)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the ... solution in the best interest of the customer. Determines client needs and provides solutions though the sales of...and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and… more
- T. Rowe Price (Baltimore, MD)
- …modeling when working with various functions and groups within the firm including investments, client service , and operations. May be involved in client ... contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Assists with the review of accounts to ensure they meet the portfolio manager 's specifications. + Frequently creates large block trade allocations to determine the ... use of local markets for ADR conversions, and Authorized Participants for ETF creation or redemption units). + Communicate with outside managers regarding execution… more