- JPMorgan Chase (Brooklyn, NY)
- …and bank loans for large institutional clients. As a Client Service Analyst within the Security Services Custody Client operations team, you ... **Description** The Corporate Investment Banking - Client Service Analyst is a part...Analyst is a part of the broader Security Services Custody Client Operations team responsible for ensuring… more
- UMB Bank (Kansas City, MO)
- …UMBers are known for having multiple careers here and having their voices heard. The Institutional Custody team provides custody services to large global and ... domestic institutional clients. UMB entered the Institutional Custody space after noticing a need...you'll spend your time:_** + You will partner with Custody Administrators to process any client requests… more
- JPMorgan Chase (New York, NY)
- …to clients efficiently and in various formats. + Coordinate across Operations, Client Service , and Technology to ensure product development aligns with ... Global Custody Product Management is seeking a Vice President-level... strategy. + Liaise with local market infrastructure and service providers. + Develop and execute market initiatives in… more
- JPMorgan Chase (New York, NY)
- …of custody /securities services, ideally from operations, product management, or client service + Excellent organizational skills and ability to drive ... Join JP Morgan, a global leader in custody services, and help shape the future of...challenges of industry initiatives + Provide thought leadership and client engagement through discussions and publications on regulatory developments… more
- Wellington (Boston, MA)
- …on projects and inquiries with other Wellington teams including Product Management, Client Service , Trading, Portfolio Management, Portfolio Services, Legal & ... Excel, etc.) + Very strong attention to detail and organizational skills + A client service mindset and strong communication skills + High degree of integrity… more
- JPMorgan Chase (Brooklyn, NY)
- …boxes and internal enquiry management tools to resolve queries within prescribed service levels. + Collaborate with Product, Network Management, Sub custodians, and ... operations. + Provide support, guidance, and training to enhance the global client experience. + Adhere to all departmental procedures, policies, checkpoints, and… more
- TD Bank (West Palm Beach, FL)
- …across multiple lines of businesses. **Depth & Scope:** + Focuses on gathering institutional client assets and fee generation by partnering with TDW Private ... wallet share by identifying and introducing HNW individuals at Institutional client firm to Private Client...with TD Bank + Implements and executes a differentiated service model/experience for Institutional clients + Leverages… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …to internal department procedures and deadlines tonsure regulatory compliance and exemplary client service . Exceed established departmental service levels. ... risks of all types. ESSENTIAL DUTIES & RESPONSIBILITIES: + Fully understand client expectations and operating requirements to ensure service level standards… more
- TD Bank (New York, NY)
- …of the Captive process + Gains a deep understanding of TD Private Client Group's Institutional offering, including Custody , Investment Management, Reg ... model providing day-to-day account management and oversight, delivering excellent client service , supporting account administration, and developing materials… more
- KeyBank (Brooklyn, OH)
- …Teams, other Banking Teams, and centers of influence to meet the needs of the Institutional client segment and oversee the delivery of fiduciary advice to IA ... accountants, auditors, outside RIAs, etc. Mitigate risk by managing assigned institutional client relationships in compliance with KeyBank policies and… more