Strategic Client Services Associate - Asset Ops
Clearwater Analytics, LLC
Clearwater Analytics, LLC is seeking a Client Servicing Associate within its Strategic and Large Asset Management (SLAM) division. You will manage day-to-day relationships across complex portfolios, multi-entity structures, and bespoke reporting, partnering with clients in asset management and insurance. You will use Clearwater’s platform including PRISM, Enhanced Statements, Income Forecast Tool, and BOS workflows, while leveraging AI-enabled tooling to streamline processing and drive scalable #J-18808-Ljbffr Clearwater Analytics, LLC
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As a Client Servicing Associate in Clearwater’s Strategic and Large Asset Management (SLAM) division, you will be a trusted partner to some of Clearwater’s largest, most sophisticated, and fastest-evolving clients — spanning both asset management and insurance verticals...AssetWork at office- ...love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will... ...financial transaction processing and asset management. We offer a... ...institutions and governments by providing strategic advice, capital raising and risk...AssetFlexible hours
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...collaboration, dedication to serving our clients, and mutual respect. We are... ...interests, art, and often unusual assets; analyzing complex transfer tax issues... ...before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional...AssetFull time$42.95k - $68.67k
...Client Services Associate Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth... ...with Private Wealth Management Team to process individual asset management applications, service requests, and performance...AssetFull timeWork at office$64.1k - $88.1k
...Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration... ...business and institutional clients. We are a longstanding leader in... ...As a Registered Client Service Associate, you will provide dedicated support...AssetFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$25.85 - $43.08 per hour
...Financial to shape your success while helping clients pursue their financial goals. Job... ...resolution. Educate clients and advisors on services and technology, including eSignature and... ...$2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million...AssetWork at officeWork from home- ...Client Experience Team Member Interactive Brokers Group, Inc., a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over... ...share to navigating complex multi-asset strategies. Troubleshoot issues...AssetWork at officeRemote workWorldwide
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...0/yr Additional compensation types Annual Bonus Job Title: Client Service Associate Location: Chicago - Hybrid Type: Full-Time, Permanent/Direct... ...Team, including preparation of new account applications, asset-transfer forms, client-specific requests at various custodians...AssetPermanent employmentFull timeWork experience placementWork at office$29.9k - $41.15k
...Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration... ...business and institutional clients. We are a longstanding leader in... ...looking for a Client Service Associate to join our operations team! The...AssetFull timePart timeWork at officeHome office$365k - $420k
...collaboration, dedication to serving our clients, and mutual respect. We are... ..., art, and often unusual assets; analyzing complex transfer tax... ...matters before the Internal Revenue Service. Responsibilities We are seeking an experienced associate with at least five years of...Asset$43.2k - $64.8k
## Client Servicing Development AssociateApplylocations: Chicago, IL: Tempe, AZtime type: Full timeposted on: Posted Todayjob requisition id... ...an organization where financial strength and stability is an asset that emboldens us to explore new ideas.Movement within the...AssetH1bFlexible hours- ...Description Step into the role of a Client Service Senior Associate within our Commercial & Investment... ...an organization, with experience in strategic communications, influencing others, and... ...financial transaction processing and asset management. We offer a competitive...AssetTemporary work
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Opening Chicago - Confidential Client - Incredible Perks!!! CLIENT SERVICES OPERATIONS 63-75k + Bonus (Chicago) Analyzing... ...Financial Services firm 2 billion Assets Under Management (AUM's) ·... ...Senior Reporting Accountants, Trading Associates, Client Service Specialists,...AssetWork at officeRemote work- ...Retirement Team Member J.P. Morgan Asset & Wealth Management, is a... ...and wealth management. Its clients include institutions, high-... ...retirement products and services, brokerage and banking services... ...recordkeeping solutions, and develops strategic prospecting plans to grow...Asset
- ...Asset Management - Internal Client Advisor - AssociateJ.P. Morgan Asset & Wealth Management, is a global... ...Management - Internal Client Advisor - Associate within the Workplace Retirement... ...recordkeeping solutions, and develops strategic prospecting plans to grow territory...Asset
$39 - $42 per hour
...IMPACT WHAT MATTERS****THE OPPORTUNITY:** Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management... ...friendly work environment you are seeking. We strategically position our employees for longevity and...Hourly payWork at officeLocal areaImmediate start$50k - $60k
...leading middle-market investment bank and full service broker-dealer. With roots tracing back to... ...services and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in...AssetFull timePart timeLocal area$365k - $420k
...Job Description Job Description Private Client Services Associate Attorney - Midlevel 4–6 Years Experience | Multiple Locations Direct... ...modifications and decanting. Advise on business interests, unique assets, transfer tax matters, and family office structures....AssetWork at office$70k
...JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing industry-leading investment... ...value proposition. Provide superior client service by being responsive, thoughtful, and focusing on...Asset- ...Internal Client Advisor JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial... ...the JPMAM value proposition. Provide superior client service by being responsive, thoughtful, and focusing on clients'...Asset
- JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing industry-leading investment... ...value proposition. Provide superior client service by being responsive, thoughtful, and focusing on...Asset
- ...Our client, an investment management firm in the western suburbs, is searching for a Client Services Associate. This person will work closely with the marketing and investment teams to provide quality, accurate materials to clients. This is a great opportunity for an...Work at office
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