Investor Services Specialist - Onboarding & Client Support
Ultimus Fund Solutions
Ultimus Leverpoint is seeking an Investor Services Associate to support daily investor service across fund administration teams. The role emphasizes client orientation, technical savvy, initiative, and meticulous time management in a fast-paced environment. You will handle client onboarding, data entry, document review, investor record keeping, PDF creation/editing with Adobe Acrobat, and large-volume mailings, while collaborating with teammates to ensure timely, accurate results. #J-18808-Ljbffr Ultimus Fund Solutions
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...at Janus Henderson is to help clients define and achieve superior... ...investments, and world-class service. We will do this by protecting... ...desk and into the community Support to grow through professional... ...passed. At Janus Henderson Investors we're committed to an inclusive...Flexible hours- HUB International in Rockville, MD is seeking a Client Service Associate to support the Retirement and Private Wealth team on a hybrid schedule. You will help onboard new clients, maintain client profiles, and coordinate meetings while ensuring accurate CRM records and...Work at office
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...as a leader in the financial services space. Founded on the philosophy... ...You Are You are a motivated Client Services professional who is... .... As a Client Services Specialist, you excel at multitasking, pipeline... ...You'll Do Provide in-depth support and solutions to BHG...Work experience placementMonday to FridayWeekend work- **Job Description Summary**Supports Financial advisors and their prospective and existing clients and other branch staff team members... ...history and recognition for service and excellence in the Financial... ...advisors and branch office.Onboards new clients, opens new client...Work experience placementWork at office
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$70k - $120k
...forefront of financial services, housing two SEC... ..., we provide retail investors access to both U.S.... ...innovation. Premier Client Service Specialist Office Location:... ...provide white-glove support to resolve their... ...frictionless and premium onboarding experience. Act...Contract workWork at officeLocal area$200k - $260k
...relationships. We know that supporting your professional and... ...is the best way to help our clients and advance our business. We... ...audits globally for the Firm’s Investor Services line of business, which... ...known for premium service, specialist expertise, technology solutions...Full timeWork at officeLocal area$100k
...Job Category : Client Experience and Customer Service Full-Time Remote Locations Showing 1 location USA - Remote... ...best test taker experience. PSI supports test-takers on their journey to pursuing... ...Client Services team, including onboarding and training of staff, performance...Permanent employmentFull timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursAfternoon shift$60.7k - $100.1k
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