Institutional Client Service Manager
Phaxis
Client Relationship ManagerA growing financial services organization is seeking a client-focused professional to manage relationships with key institutional clients. This role partners with sales, operations, technology, and other internal teams to resolve operational issues, improve service delivery, and enhance the overall client experience.Key ResponsibilitiesBuild and maintain strong relationships with key clients, ensuring a high standard of service.Coordinate with front-office, operations, technology, and internal stakeholders to address client needs.Monitor pre-trade and post-trade activity, proactively identifying and resolving operational issues.Prepare client presentations, service metrics, and management reporting.Lead cross-functional projects focused on process improvements, technology enhancements, and service delivery.Monitor industry trends and regulatory developments impacting clients.Support clients exploring technology and AI solutions to improve post-trade operations.QualificationsStrong client relationship management and communication skills.Experience within financial services, capital markets, or operations preferred.Excellent organizational, analytical, and problem-solving abilities.
$205k - $240k
...PIMCO Ltd. in New York is looking for an Account Manager to join their Institutional Corporate Client Group. The ideal candidate will be a recent MBA graduate aiming for a long-term career in institutional client coverage within asset management. This role will support...Suggested$300k - $400k
## Global Markets Structured Solutions Sales, Institutional Clients, Managing DirectorApply: Hybrid: New York: Full time: Posted Today: End Date: December 31, 2026 (30+ days left to apply): JR00114948# **Excited to grow your career?**BBVA is a global company with more than...SuggestedFull timeBank staffWork at office$198k - $233k
...partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and... ...Manager for the Official Institutions business. This team partners with... ...regulation.Job SummaryJob number: 869181Profession: Sales and Client ServiceSuggestedWork at officeLocal areaWorldwide$205k - $240k
## Account Manager, Institutional Corporate Client GroupApplylocations: New York, NY USAtime type: Full timeposted on: Posted Todayjob requisition id:... ...preferred, ideally in roles requiring strong execution, client service and analytical rigor (e.g., financial services,...SuggestedFlexible hoursShift work$128k - $160k
...unifies portfolio, market and client data in a total portfolio... ...60 countries use Addepar to manage and advise on nearly $9 trillion... ...experienced exponential growth in the Institutional market segment, which... ...Engineering, Client Success, Services/Implementations, Legal/Finance...SuggestedH1bRemote workWorldwideVisa sponsorshipWork visa$140k - $170k
...is the best way to help our clients and advance our business. We... ...individual to lead relationship management across a strategic set of... ...at the executive level with institutional-caliber buyers.Strategic... ...a premier global financial services firm, known for premium service...Full timeLocal area- ...Account Executive to interact with portfolio managers and analysts at top hedge funds and institutional asset managers.Primary responsibilities... ...and portfolio holdings of prospective clients to determine the investment research service best suited for each prospective client...
- ...builds private settlement infrastructure that lets regulated institutions settle directly with each other without exposing data, ceding... ...creation, deal execution, and closed agreements with US banks, asset managers, market-infrastructure providers, and payment firms. It is a...Remote work
$130k - $170k
...HybridAt Kpler, we are dedicated to helping our clients navigate complex markets with ease. By... ...looking for a highly motivated Senior Account Manager to drive growth across our existing banking and financial-institution accounts in North America.This role is ideal for...Full time- ...an experienced professional to independently manage and develop business relations with Chinese financial institutions and BOC Affiliates. The role focuses on expanding... .... The position emphasizes risk management, client services, and project leadership in a global #J-18808-...
$66.3k - $85k
...Client Services Account Manager AKA NYC is a New York City based, award-winning, fully integrated advertising agency with unparalleled expertise... ...roster includes Broadway's biggest shows, world-renowned institutions like The Metropolitan Museum of Art, vibrant attractions...Summer workWork at office3 days per week- ...Institutional Account Director (Rare Blood Disorder)Location: Remote - NY, MetroSanofi is rapidly... ....g., Marketing, Sales, Patient Support Services, and Market Access) to provide support... ...(5) years of healthcare sales/account management experience including direct market...Work experience placementRemote work
$128k - $160k
...Executive to lead enterprise sales for its Institutional team. This position requires strong... ...build long-term relationships with key clients in the institutional market. The successful... ...responsible for driving new business, managing complex sales cycles, and collaborating...$205k - $240k
...expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit... ...to our clients. About the Team PIMCO's Client Management Americas team partners with institutional investors across a diverse range of client segments,...Flexible hours$200k - $230k
...partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and... ...’ success.What is the SVP, US Institutional Sales Manager - Taft-Hartley... ...the quality of information and service offered to trustees, investment...Local area$75k - $85k
...Client Services Manager NuEnergen, LLC 10 Bank Street, Suite 600 White Plains, NY 10606 Job Title: Client Services Manager... ...for NuEnergen in the commercial, industrial and institutional sectors within NuEnergen’s targeted geographies and in accordance...Work at office- ...Client Service & Administrative ManagerPlease make an application promptly if you are a good... ...and fixed income investment research to institutional investors. Since 1982, the firm has focused... ...service function. This individual will manage institutional account relationships,...Full timeWork at officeShift work
- ...Morgan (JPM), we are committed to delivering exceptional client service. As a Client Service Manager – VP in Securities Services, you will have the... ...financial services organization focused on servicing institutional clients. Strong knowledge of Global Custody and/or Traditional...
- ...Kalshi seeks an Account Executive / Account Manager to grow its institutional market data business from our New York office. You will sell event contract prices, order book data, and historical datasets to hedge funds, asset managers, banks, trading firms, and fintechs...Contract workWork at office
- ...Azurity Pharmaceuticals is seeking an Institutional Business Manager for the North Los Angeles region. This remote-US role focuses on developing a strategic plan, targeting key decision-makers across physicians and hospital settings to expand the company's institutional...Remote work
- Overview Connecting clients to markets - and talent to opportunityWith... ...and over 400,000 retail and institutional clients from more than 80... ...world-class products and services to all types of investors.... ...trading, research, and management technology.This role can be...Work at office
- PIMCO is seeking an Account Manager, Latin America, to strengthen relationships with institutional investors across Latin America. This client-facing role will support growth across fixed income, alternatives, and customized mandates. You will engage with pension funds...
- PIMCO is seeking an Account Manager, Latin America to join the Latin America & Caribbean Institutional business team. This client-facing role will focus on supporting and growing relationships with institutional investors across Latin America, including pension funds, central...
- ...stablecoins, and settlement services from regulated cold storage.... ...Today, BitGo serves thousands of institutions, including many of the... ...through the acquisition of new client relationships Represent BitGo... ...paced environment, driving and managing client requests, issues, and...Full timeFor contractorsWork at officeWorldwide
$275k - $325k
...Job Title Director, Institutional Sales Department Client Facing-North America-USA Overview of Department Baillie Gifford’s business depends on... ...long term investment performance and first class client service. The Clients Department is responsible for liaising with...Temporary work- ...platform, helping banks and institutional investors transform credit workflows... ...automation. Own strategic client relationships, revenue growth... ...revenue targets, build and manage a high-value sales pipeline,... ...within financial services ~ Exceptional executive communication...
$103.1k - $188.9k
...188,900Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply... ...side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking... ...Capital Markets, Wealth and Asset Management, Insurance, Real Estate,...Private practiceSummer holidayLocal areaFlexible hours$127.9k - $291.9k
...291,900Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply... ...side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking... ...Capital Markets, Wealth and Asset Management, Insurance, Real Estate,...Private practiceSummer holidayLocal areaFlexible hours$106.5k - $195.1k
...195,100Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply... ...side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking... ...Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,...Work experience placementSummer holidayImmediate startFlexible hours- ...Remote Business Development/Client Services Manager Our client is a business process transformation company that rethinks & rebuilds business... ...most innovative organizations including largest financial institutions, marketplace in the world; world's largest search engine;...Remote work
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