CONSULTANT CLIENT SERVICE INVESTMENT jobs in UNITED STATES, United Kingdom

Senior Consultant - Exchange Traded Funds (ETF) administration Banking & Financial Services Consulting... performing organization that is continually expanding our client base and is increasingly being recommended by analysts...

Consultant, As an O&M Energy Consultant within Leidos’ Energy & Infrastructure Consulting Practice, you will collaborate in... hours (50 hours or more) to support client needs. If you like a challenge, seek opportunities to grow and learn, and want...

Consultant, As an O&M Energy Consultant within Leidos’ Energy & Infrastructure Consulting Practice, you will collaborate in... hours (50 hours or more) to support client needs. If you like a challenge, seek opportunities to grow and learn, and want...

. Communicates daily, or as needed, with recordkeeper and partner areas, especially client service teams regarding client account... plans related to client changes. 10. Initiate periodic meetings with recordkeeper to review service levels...

and Defined Benefit investment operations. The Recordkeeper Relationship Consultant serves as the primary... with recordkeepers, investment managers, clients and internal partner groups to ensure that service needs and expectations are being...

engaging and competitive role, the Consultant on the Investment Operations Outsourcing (IOO) Client Service team serves as the... Consultant is also expected to participate in or lead projects that focus on improving overall service quality to the client...

for providing client service through the execution of daily functions and tasks. 2. Drive the development, maintenance and adoption... Operations experience a plus Previous Client Service experience in a service-oriented environment Previous exposure to business...

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...

Position Summary Financial Services Investment Operations Risk Management Senior Consultant Our practitioners... success of our clients. As a Senior Consultant, you will have opportunities to: Learn how to identify, evaluate...

of information Impacts a range of client, operational, project or service activities within own team and other related teams... relationships of varying complexity (independently evaluating and responding to client inquiries, determining service requirements...

, test scenarios, and test scripts is required Minimum of 4 years Customer Success/Service Delivery/Consultant experience... cycle NetSuite implementations, managed services, and support. In addition, a background in Client Relationship Management...

within Global Fund Services (GFS) is comprised of multiple service teams that service over 1,400 client appointed investment manager... relationships and over 400 self-managed client relationships in North America. The Senior Consultant,-Client Servicing role...

with Investment team for a major Insurance client. The candidate should have hands-on experience in Actuarial /Financial modeling... and a strong understanding of the BFSI and Investment instruments. The person should be able to create/help build a mapping exercise for the...

Schwab’s Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license... creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment...

and compliance, executive compensation, master planning and development services, cost segregation and private client services..., investment banks, opportunity funds, insurance companies, hedge funds, pension advisors and owners/developers. What You’ll...

and compliance, executive compensation, master planning and development services, cost segregation and private client services..., investment banks, opportunity funds, insurance companies, hedge funds, pension advisors and owners/developers. What You’ll...

Schwab’s Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license... creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment...