Portfolio Operations & Client Support Specialist
$74.4k - $100.8kPrincipal Financial Services, Inc.
Principal Financial Services, Inc. seeks a Portfolio Administration and Client Service Associate to join its Spectrum Asset Management team. This position involves daily interaction with various stakeholders and clients, focusing on client account management and performance reporting. The ideal candidate will have a bachelor's degree in a relevant field and strong skills in Python, SQL, and Excel. The role offers a hybrid work option, requiring three office days a week, with competitive salary ranges from $74,400 to $100,800 annually. #J-18808-Ljbffr
- ...Job Description Job Description Support Specialist – Dealership Operations Keeler Motor Car Company – Norwalk, CT 10 Tindall Avenue, Norwalk,... ...lot staging Conduct final visual inspections before client handoff Coordinate off-site transport, vendor runs,...OperationsFull timeShift work
- ...Description Description : As a Batch Support Specialist you will provide remote and onsite support... ...recommendations Provide clear instructions in operations and maintenance procedures to assist customers Educating the client on how to use and maintain our products...OperationsTemporary workWork at officeRemote work
$40.5 - $45 per hour
...directly contribute to the foundational accuracy of commercial operations. This is an exciting opportunity to become a critical part of... ...and contract records. Your meticulous approach will not only support daily operations but also proactively identify and resolve discrepancies...OperationsHourly payContract work$25.75 per hour
...thrive. The Opportunity As a One Medical Lab Services Specialist/Member Support Specialist at one of our offices, you'll provide an... ...any other support as requested by the Practice Coordinator, Operations Manager, or providers. You are a strong team player and...OperationsHourly payFull timeTemporary workWork at officeRemote workShift work- ...Mybankwell seeks a Private Client Group Support Associate in New Canaan, Connecticut. In this full-time role, you will manage client onboarding workflows and deliver cash management solutions while enhancing client relationships through effective communication. Ideal...SuggestedFull timeWork at office
- ...A Career with Point72’s Operations Team Point72’s Operations team supports all operational aspects of trade processing, reconciliation, financing, and reporting... ...and operational breaks by partnering with portfolio managers, traders, external servicers, agents, and counterparties...Operations
- ...diploma or GED is required, along with one year of office experience. Candidates should be effective communicators and possess good typing skills. This role offers a supportive work environment while contributing to the efficient operation of the office. #J-18808-Ljbffr...OperationsWork at office
- ...Job Description Receptionist – Client Experience Specialist Genesis of Ridgefield | Keeler Motor... ...every guest, manage key administrative operations, and set the tone for a dealership that... ...daily payments and receipts Supporting dealership leadership and department...OperationsHourly payDaily paidFull time
- ...Summary As a Client Specialist in Womens Ready To Wear, you provide a personalized luxury shopping... ..., execute visual standards, and support merchandising to meet sales goals. The... ...returns, and ensure accurate point-of-sale operation. Collaborate with the team to achieve sales...OperationsFlexible hoursNight shift
- ...and Fulfillment Professional plays a critical role in the daily operation of our store, delivering seamless execution of the merchandise... ...Greets and welcomes customers while on the selling floor * Support and administer new receipt processing according to company standards...OperationsPart timeFlexible hoursAfternoon shift
$130k - $140k
...management company. What you’ll do Manage the day‑to‑day accounting operations for a portfolio of private foundations and corporate community programs, including financial reporting, audit coordination, tax support, and account reconciliations. Lead the month‑end and year‑end...OperationsWork experience placementWork at office$22.75 per hour
...Launch your healthcare career as a Float Lab Services Specialist/ Member Support Specialist Trainee at One Medical! No phlebotomy/medical assistant... ...other support as requested by the Practice Coordinator, Operations Manager, or providers. You are a strong team player and...OperationsHourly payFull timeTemporary workTraineeshipWork at officeRemote workShift work$62.73k - $78k
...Raymond James in Greenwich, CT seeks a Registered Client Service Associate to provide high-quality support to Financial Advisors and clients. This position requires effective communication skills and the ability to manage multiple tasks in a fast-paced environment. The...- ...Customer Service Specialists work closely with wholesale and retail customers... ...concerns and ensure maximum client satisfaction as well as stay... ...protect the business and its operations and reputation and is... ...our success, and we invest and support you in: Life … with rewards...OperationsContract workFor contractorsWork experience placementLocal areaAfternoon shift
- ...professional, outgoing, and reliable Sales Associate & Customer Support Specialist to join our team at our Norwalk, CT retail location. This... ...customer support for both our retail store and e-commerce operations. Key Responsibilities: Provide exceptional in-person,...Operations
$40k - $45k
...negotiate with carriers when necessary. Set appointments and/or client calls to review existing policies, revise liability limits,... ...rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and...OperationsWork experience placementLocal areaRelocation package- ...members and employees to maximize life. Our portfolio of brands is recognized globally with... ...the timely and accurate completion of operational tasks. RESPONSIBILITIES: SALES &... ...policies and procedures; embraces and supports company initiatives Additional Information...Operations
$203k - $253k
...Sr. Manager, IT Portfolio - Stamford, CT At PMI U.S., we are building a modern nicotine... ...manufacturing, technology, and commercial operations across the country. That creates real... ...major programs and initiatives. Support annual and quarterly IT strategy reviews...Operations- ...Sports, the Accounts Payable Coordinator plays a critical role in supporting the financial execution of sports production. Reporting to the... ...part of a team that partners closely with Production and Operations to manage budgets, track spend, and deliver financial insights...OperationsWork at office
$18 per hour
...our teammates and customers by embedding it in our culture and operations. Execution: With a focus on creating exceptional car wash... ...Holdings, success starts with the S.E.L.F., ensuring our teams feel supported, valued, and empowered to grow. We foster a culture of mutual...OperationsHourly payFlexible hoursAfternoon shift- ...Coordinator. This pivotal role will primarily support our Accounts Receivable/Billing function... ...directly to the financial health and operational efficiency of our organization. This... ...About Lockwood Lockwood collaborates with clients in the pharmaceutical, biotech, and...OperationsFull timeWork at officeFlexible hours
$200k - $250k
...Blue Owl CLO Portfolio Manager Blue Owl (NYSE: OWL) is a leading asset manager that is... ...hypothetical trade and test analysis, and support relative value / peer comparisons vs... ...as a connective hub across PMs, trading, operations/middle office, legal/structuring, and tech...OperationsPermanent employmentWork at office- ...administrative tasks such as filing, data entry, and inventory management. Coordinate with medical staff to ensure smooth office operations. Support the overall patient experience by addressing concerns and providing assistance. Requirements: High school diploma or...OperationsWork at officeFlexible hoursAfternoon shift
- ...Account Coordinator Clinical Field Sales Specialist |Full-Time | Field-Based Location:... ...will serve as the primary clinical and operational liaison—owning complex accounts and coordinating... ...accounts, delivering on-site clinical support across patient evaluation, product...OperationsHourly payFull timeNight shift
- ...diversified metals trader, across precious and non-precious metals and operates on a global basis and with mining and metals assets and... ...trading and investment solutions to both producer and consumer clients worldwide. Position Summary: Gerald Metals, based in Stamford,...OperationsTemporary workWork at officeWorldwideFlexible hours
- ...our Greenwich, CT location. The school operates from 3:30 pm to 8:30 pm on weekdays 9:00... ...front desk coverage and administrative support to the RSM office and the School Principal... ...and in person to current and prospective clients. Create a welcoming environment for...OperationsPart timeWork at officeWeekend workWeekday work
$122.5k - $151k
...management of the Sponsor Finance portfolio of Mitsubishi HC Capital... ...credit underwriting memos in support of amendments, modifications,... ...maintenance and monitoring of client and agent bank relationships.... ...MHCA's credit policies and operational procedures. Competencies:...OperationsContract workWork at officeLocal areaAfternoon shift$192.25k - $222k
...Collaborate with and engage Sales Specialists, Solution Architects, and... ...leadership to IT, operations, and C‑suite executives—to identify... ...Digital Pathology solutions can support those needs. Tailor... ...and Integrated Diagnostics portfolio with high‑potential accounts...OperationsFull timeContract workWork at officeLocal areaWork visaRelocation package3 days per week- ...providing top-tier legal services to our clients in seven states. While our legal... ...Responsibilities Management of front-desk operations, including but not limited to greeting visitors... ...staff to ensure seamless operations and support. Assisting with general office duties...OperationsWork at office
- ...profitable relationships with personal lines clients and for growing the book of business... ...timely quotations, and general account support. Anticipate, respond to, and follow up on... ...procedures, coverages, and industry operations to effectively secure new business and maintain...OperationsWork from homeFlexible hours
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