Asset Management Client Success & Support Analyst
$54k - $70kClearwater Analytics
Clearwater Analytics, Ltd is looking for an Asset Management Client Support Analyst based in Chicago, Illinois. The analyst will provide top-notch operational support and develop strong relationships with clients while addressing inquiries related to investment accounting. Responsibilities include managing client requests, delivering accurate financial reporting, and carrying out operational tasks. A Bachelor's degree in Accounting or a related field, along with strong communication skills, is required. Salary range is $54,000 - $70,000 based on experience. #J-18808-Ljbffr Clearwater Analytics
$54k - $70k
Asset Management Client Support Analysts are responsible for delivering top‑nort operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital...AssetWork at office$54k - $70k
Clearwater Analytics, LLC is hiring Asset Management Client Support Analysts in Chicago to deliver excellent operational support and foster relationships with clients. Analysts will manage inquiries related to investment accounting and provide timely information. Applicants...AssetWork at office$80.75k - $130k
...complex Commercial Bank clients across the country. As a Client Success Sr. Associate within the... ...Investment Bank (CIB) you will support Sr. team Members and... ...with Bankers, Treasury Management Officers, Client Service... ...processing and asset management. We offer a competitive...AssetWork experience placementWork at office$92k - $105k
...of integrated SaaS treasury and risk management solutions for the digital treasurer. Developed... ...risk management. We’re hiring a Client Support Analyst to join our growing global team. You’... ...Work cross‑functionally with Customer Success, Account Managers, Solutions, and Engineering...SuggestedFull timeLocal areaFlexible hoursShift work$48k - $62k
## Hedge Fund Client Support AnalystApplylocations: Office - Chicagotime... ...requisition id: R11625Client Servicing Analysts are responsible for... ...Clearwater. **Responsibilities:** * Manage client inquiries & requests... ...investment accounting, asset classes and financial markets...AssetWork at office- Join J.P. Morgan Asset Management as a Client Advisor in Chicago, covering Northern Illinois, Northern Indiana, and Southern Wisconsin. In this role... ...assigned territory and must have a proven track record of success in similar roles. A competitive rewards package is offered...Asset
$17.64 - $26.49 per hour
...Technical Specialist supports the operational... ...Technology Implementation Analysts (TIAs), and field... ...critical role in successful office openings,... ...within the case management system Deliver... ...inventory tracking or asset management... ...confidence in our clients and communities everywhere...AssetMinimum wageTemporary workPart timeSeasonal workWork at officeLocal areaRelocationFlexible hours- ...tech firm is seeking a Customer Care Technical Analyst to provide remote support and ensure customer satisfaction through effective troubleshooting and data management. The role includes maintaining relationships with clients, responding to inquiries across channels, and...Remote job
- ...financial institution is seeking an Internal Client Advisor to support financial advisors in navigating... ...sales goals through relationship management and provide top-tier client service.... ...communication skills will help drive success in this collaborative environment. #J...Asset
- ...a Financial Advisor to help clients with their financial goals through investment and asset management. The role offers a commission... ...-based structure, rewarding successful client relationships and... ...comprehensive insurance options, and a supportive work environment. #J-18808-...AssetFlexible hours
- A global financial services firm is seeking an Internal Client Advisor in Chicago, IL. This role involves assisting financial advisors... ...sales experience, along with Series 7 and 63 licenses. Successful performance is driven by strong communication skills and a passion...Asset
- ...seeking a Vice President, Trade Performance & Client Analytics in Chicago, IL, responsible for... ...insights and analyses across various asset classes in the Capital Markets business.... ...in trading and performance reporting. The successful candidate will orchestrate client-ready...Asset
- ...Client Service Leader – USACE Military Programs Seeking a highly qualified business... ....g., data analytics, digital delivery, asset management, automation) as part of client strategy... ...experience with USACE military programs. Proven success in business development and long‑term...AssetWork experience placementFor subcontractor
- ...both humans and AI agents. The Technical Client Success Associate is an entry‑level role... ...of our senior Technical Client Success Managers, gaining hands‑on exposure to the full... ...fundamentals, and our client success methodology Supporting Senior TCSMs Assist with preparation of...InternshipWork at officeLocal areaShift work
$88.9k - $124k
...economic, market and/or asset class-specific pieces,... .... and/or institutional client-specific requests, such... ...provide direct editorial support to Nuveen CIO’s social... ...) as needed to ensure successful content outcomes Perform... ...role at an asset manager or other investment/financial...AssetWork experience placement- JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing industry-leading investment... ...achieving the goals for your territory through successful marketing of our mutual funds, ETFs, and...Asset
- J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors... ...sales experience Proven track record of success in selling Investment Management and/or Retirement...Asset
- ...Commercial & Investment Bank clients across the country. As a Client Success Officer within the... ...with Bankers, Treasury Management Officers, Client Service... ...Client Services / Sales Support Comprehensive knowledge... ...transaction processing and asset management. We...AssetWork experience placementWork at office
- ...Bernstein Private Wealth Management is seeking a Vice‑President... ...experiential marketing and private client events. Programming supports wealth advisor goals and... ...have a track record of success in events and experiential... ...research expertise across asset classes and geographies....AssetContract workLocal area
- ...Client Service Associate Step into the role of a... ...integral part of our clients' success stories. As the primary... ...play a pivotal role in managing relationships with our clients, providing support for any issues that may... ...processing and asset management. We offer...AssetWork experience placement
- ...enthusiasm for helping our clients, taking care of our... ...in Chase Wealth Management, you will offer comprehensive... .... Your expertise will support a wide range of... ...support your teammates’ success and the goals of the bank... ...400 billion in assets under management and 4...Asset
$95.5k - $153k
...Embrace a leadership role as a Client Service Senior Manager within our Commercial &... ...impact, to ensure the successful implementation of new programs... ...quantitative reporting to support data-driven decision-... ...transaction processing and asset management. We offer a competitive...Asset$147k - $260k
Overview The Client Specialist is a sophisticated wealth... ...experience in wealth management and effectively... ...their needs Generate new assets under management... ...reimbursement, mental health support, financial coaching... ...directly linked to our success. We are an equal opportunity...Asset- JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by... ...goals for your territory through successful marketing of our mutual funds,... ...reimbursement, mental health support, financial coaching and more....Asset
$123.4k - $216k
...guidance to the world’s most successful individuals, families,... ...’s most sophisticated clients using leading... ...Executive, Institutional Asset Owners (Asset... ...consultative relationship management and delivery across custody... ...and prospecting Support new business efforts and...Asset$24.95 - $33.87 per hour
...Include, But Not Be Limited To Client Services Administration... ...paperwork and verification of asset transfer eligibility Ensure timely... ...client deliverables Manage and prioritize tasks and workflows... ...responsibilities; ability to successfully interact with clients and other...AssetFlexible hours$110k - $170k
Senior Product Manager - Client Experience - Private Credit Location: Chicago... ...home to 90% of the top 30 asset managers in the private... ...speaking to, and where you will be supported along whichever path you... ...to invest in our growth and success through our Employee Share...AssetFlexible hours$60.8k - $70k
...Notification Role The IT Asset Specialist is primarily responsible for managing the end‑to‑end... ...optimizing costs, and supporting IT policies and governance... ...recommendations to leadership or clients. Manages accuracy of... .../salary offered to the successful candidate will depend...AssetMinimum wageLocal area$102.5k - $187.9k
...side with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset Management and Insurance. Our... ..., implement, and support cutting-edge investment... ...Coach junior business analysts, providing mentorship,... ...Skills and attributes for success Collaborate with...AssetFull timeWork experience placementSummer holidayFlexible hours- seoClarity is seeking a Technical Client Success Associate in Chicago. This entry-level position... ...with senior Technical Client Success Managers, engaging in client interactions and... ...and develop essential skills within a supportive team environment. #J-18808-Ljbffr seoClarity
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