Investment Ops Specialist: Client Service & Settlements
Purple Squirrel Advisors
Purple Squirrel Advisors is seeking an Investment Operations Specialist to join its investment management team in Birmingham, Michigan. This role supports daily operations, client service, and ensures accurate cash and trade management. The ideal candidate has over 5 years of experience in financial services operations, strong organizational skills, and excellent client communication abilities. This position offers opportunities to collaborate closely with portfolio managers and ensure workflow efficiency. #J-18808-Ljbffr
- ...POSITION SUMMARY: The Investment Operations Specialist serves as an essential member of our client's investment management team, supporting... ...daily operations and client service. Reporting to senior... ...trade reconciliation, trade settlement, client communications, and data...SuggestedWork at office
$22 - $32 per hour
...achieve your professional goals. Join us. Our internal firm services team focuses on the firm's critical business needs. From administrative... ...operations. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and...SuggestedFlexible hours- Publicis Collective is hiring a Senior Associate, Investment Marketplace, based in Birmingham, MI. This role involves developing digital media campaigns, ensuring quality control, and building industry publisher relationships. The ideal candidate has over 1 year of experience...SuggestedFlexible hours
$50 - $60 per hour
...discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time...SuggestedHourly payContract workWork experience placementRemote workFlexible hours$20.34 - $28.5 per hour
...management consulting team focuses on our clients' critical business needs. From strategy... ...clients and providing consultative services as they face challenges and seek new opportunities... ...individual transactions prior to settlement. Reconcile and balance accounts Apply...SuggestedFlexible hours$50 - $60 per hour
...discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be...Hourly payContract workFor contractorsWork experience placementRemote work$22 - $32 per hour
...you achieve your professional goals. Join us. Our internal firm services team focuses on the firm’s critical business needs. From... ...operations. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and...Full timeFlexible hours$65k - $70k
Massmutual is looking for a Client Service Specialist in Southfield, Michigan. This role serves as the primary liaison for clients, ensuring continuity of service and proactive communication. Ideal candidates have 3-5 years in financial services with strong interpersonal...$65k - $70k
MassMutual Great Lakes seeks a Client Service Specialist in Southfield, Michigan. This role provides high-touch service and supports clients by managing inquiries, coordinating meetings, and ensuring operational excellence across products. The ideal candidate will have...$73k - $97k
...Your work will include, but not be limited to: Conducting investment due diligence and related research on various investment... ...other team members to provide sound investment solutions for clients. Preparing and interpreting reports to illustrate structural...Work at officeFlexible hours- ...The Investment Analyst, AI Specialist role sits within the Asset Management Group (AMG) in the North America Treasury organization at CTC in Auburn... ...fertility and infertility treatments, adoption services, and gestational surrogacy. Support for Your Growth and...Immediate start
- ...The Investment Analyst, AI Specialist role sits within the Asset Management Group (AMG) in the North America Treasury organization at CTC in Auburn Hills. AMG oversees the company's retirement assets-including defined benefit pension plans and 401(k) savings plans-totaling...
- ...Commercial Loan Officer Serve as primary contact person for the Bank's commercial clients in the designated service area. Objectives of this role: Cross-sell all bank products and coordinate with other departments to do so. Utilize sales training skills to...Work at office
$53.5k - $75k
...achieve your professional goals. Join us. Our internal firm services team focuses on the firm's critical business needs. From marketing... ...operations. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and...Work at officeFlexible hours$50 - $60 per hour
...discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be...Hourly payContract workFor contractorsWork experience placementRemote work- ...deliver effective results while providing excellent customer service? The position of Account Resolutions Analyst is designed for... ...communications are documented accurately. Prepare payment in full, settlement letters and payment plan agreements for approval Review...
$137.82k - $165.02k
..., and financial lens. The team provides investment-grade insights that tie product architecture... ...for Private Equity and strategic clients, assessing software platforms across technical... ...of a career in professional services by offering a career path with more: more...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- Stellantis is seeking a CMO Analyst to manage and evaluate supplier restructuring claims. The role involves financial analysis, negotiation preparation, and collaboration with the Purchasing Finance Team. Candidates should have a Bachelor's degree in finance or accounting...
$100k - $150k
A leading global professional services firm is seeking a Senior Associate to join its Private Equity Performance Improvement team in Troy... ...include delivering complex engagements, managing client relationships, and ensuring performance improvements. The position...$78.5k - $100k
...achieve your professional goals. Join us. Our internal firm services team focuses on the firm's critical business needs. From marketing... ...operations. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and...Local areaFlexible hours- ...has the primary tax relationship with the client, and you will help with the engagement management for multiple clients for your service line – all with the resources,... ...collaborate with other team members and specialists in our tax practice, including our Washington...Full timeWork at office
- Woodlake Trails is seeking a Capital Planning Analyst to support the Director of CapEx Strategy by executing capital planning, budgeting, and reporting processes. The analyst will perform financial analysis, maintain project data, and prepare reports. This role requires...
- ...MI, seeks an experienced professional in transaction advisory services. Responsibilities include providing accounting assistance for mergers... ..., preparing financial analyses, and interacting with clients. The ideal candidate has a Bachelor’s degree in Accounting or Finance...Night shift
$71k - $125k
...million in credit commitments. This includes sales team support, client due diligence and managing the credit approval process to... ...functions, risk assessment, knowledge of commercial banking products, services & technology) accounting (required) ~2 years working in Credit...Interim roleWork at officeFlexible hours- ...complex corporate transactions, including mergers and acquisitions, and collaborating with team members to deliver comprehensive legal services. The ideal candidate should have 3-6 years of experience in corporate law, a Juris Doctor degree, and be licensed to practice in...
- A leading financial services firm in Birmingham, Michigan is seeking a Tax Advisor. This role involves providing year-round tax preparation and consulting, building client relationships, and utilizing virtual tools for client interaction. Ideal candidates have a Bachelor...
- ...Job Description The Claims Management Office (CMO) Analyst supports the endtoend management, evaluation, and settlement of supplier restructuring claims. The role provides financial, analytical, and process discipline across claim intake, validation, audit coordination...Work at office
- A leading tax services provider in Southfield is looking for a Tax Advisor to assist clients with varied tax services year-round. The role focuses on building client relationships and providing tax preparation, planning, and audit support. Ideal candidates have 5+ years...
$110k
...Magna, you can expect an engaging and dynamic environment where you can help to develop industry-leading automotive technologies. We invest in our employees, providing them with the support and resources they need to succeed. As a member of our global team, you can...Permanent employmentLocal areaImmediate start$90k
...concise, and compelling insights for executive leadership and clients. Develop deep expertise in underlying data, data models, and... ...Efficient time and resource management skills to ensure that the service level provided exceeds expectations with a strong commitment to...Temporary workLocal areaRemote work
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