Investment Operations Associate: Client Service Lead
Claire Myers Consulting
Sign in to set job alerts for “Riverside Insights” roles. 7,000+ Riverside Insights Jobs in United States Sr. Qualitative Research & Evaluation Team Lead (Energy Efficiency) Manager of Growth and Strategic Initiatives- Advanced Materials Bilingual Front Desk Medical Receptionist Bilingual Front Desk Medical Receptionist Manager/Senior Manager, Building Products Research Business Development Representative - Upstate Director, Analytics, Data and Audience Services Director, Qualitative Research & Insights | Research, Data, & Impact Team Marketing Analytics Implementation Specialist Communications Research & Evaluation Manager INFECTION PREVENTIONIST (40 HRS/WK DAYS) Senior Market Research Analyst - Product #J-18808-Ljbffr Claire Myers Consulting
- ...Fixed Income Asset Manager is looking for a fixed-income investment operations Associate to work directly with portfolio managers and the operations... ...a front-office trading desk or buy-side investment desk. Client is seeking candidates who (1) understand the fixed income...SuggestedPermanent employmentFixed term contract
- ...Investment Operations Associate As an Investment Operations Associate, you will support the operational infrastructure behind Savvy's centralized... ...them. You will collaborate closely with Trading, Client Service, Billing, Compliance, Operations, external SMA managers...SuggestedWork at office
$150k
...USVC Investment Operations Role We're on a mission to allow everyone to own a stake in the future being built by private technology companies. For decades, only a select few well-connected participants could access America's most promising private companies. That changes...SuggestedWork at office2 days per week$163.6k - $245.4k
...Professional, ServicesCompany: CitiThe Services business provides global solutions that help clients optimize operations and drive their business... ..., the Solution Sales Lead should fully understand the... ...Knowing the Client (KYC) and all associated approvals.FinancialClient-...SuggestedFull time- ...Savvy is a registered investment advisor (RIA), and we partner... ...tech platform and client portal, an in-house marketing... ...and a dedicated client services team that runs day-to-day operations and support. Advisors at... ...Investment Operations Associate , you will support the...SuggestedWork at office
- ...The Investment Services Associate is a key member of the Portfolio Management and Investments Operations teams supporting areas including trade processes, data management, client reporting, portfolio management functions and oversight of Investment Policy violations....Work experience placement
- ...Range Investment Operations Role Range is creating AI-powered solutions... ...startup founders to experts from leading hedge funds and tech... ...truly matters in financial services, bring your talent to Range... ...supervision, and the path from Associate to Specialist to Lead is...Work at officeRelocationMonday to Friday
- ...Description MTO Financial Services partners with RIAs,... ...as an extension of their operations team. We specialize in investment reporting, alternative investment... ...spend more time serving clients and growing their... ...The Investment Operations Associate will support investment...
- ...Investment Operations Associate - New York, NY (onsite) Asset management and holding company is looking for an Associate to join the Investment Operations... ...and externally with broker-dealers, custodians, and service providers. Key Responsibilities Supporting full lifecycle...Work at office
- ...Goanna Capital invests in the most ambitious technology companies shaping the future... ...Overview: We are seeking an Investment Operations Associate with experience in transaction... ...fund administrators, legal teams, and service providers Maintain organized documentation...
$80k - $135k
BUSINESS UNIT OVERVIEWEquity Operations is a key part of Global Markets Division. The... ...business encompasses post-execution client services across Equities and Fixed Income.... ...to grow. Founded in 1869, we are a leading global investment banking, securities and investment management...Full timeTemporary workPart timeWork at officeFlexible hours- Atlantic Group is seeking an Operations Associate in New York, NY to support accounting, investment operations, financial reporting, and finance activities in an alternative investment environment. The role offers exposure across accounting and operations while collaborating...Work at officeMonday to Friday
- ...spectrum of financial needs-investments, taxes, retirement... ...to experts from leading hedge funds and tech companies... ...matters in financial services, bring your talent to... ...The Role Investment Operations is where a member's money... ..., and the path from Associate to Specialist to Lead...Work at officeRelocationMonday to Friday
- Whitecap Search in New York is seeking a dynamic client services professional to support the investor business. You will work closely with... ...integrity, collaboration with fund administrators, guiding associates, and using AI and other technologies to improve efficiency...
- ...financial plans manually in Excel. This leads to a poor client experience and results in... ...made up of repeat founders and operators who’ve helped build Airbnb, Square... ...help us scale! The Role: As an Investment Operations & Trading Associate, you will play a critical role...Work at office
- Orion Worldwide, a global media company, is seeking an Associate Social Investment to support the Social Investment team in preparing, maintaining, tracking and stewarding clients’ media buys. You will learn the media landscape and develop proficiency with Prisma and reporting...Worldwide
- ...Insurance, a NYC-based insurance business, is seeking a Sr. Investment Operations Associate to support the day-to-day operational activities of its... ...for external investment managers, custodians, and service providers. Support onboarding and ongoing oversight of investment...Work at office
- Savvy Wealth in New York City is seeking an Investment Operations Associate to support the centralized investment platform. You will own workflows... ...with AI-powered tools. Collaborate with Trading, Client Service, Billing, Compliance, and Operations; build automation,...
$80k - $85k
...+ bonus (up to 15%) + benefits Our client is a boutique advisory firm that provides... ...Advisors. They are seeking to add an Investment Operations Associate to their team. This Associate is the... ...a key role in supporting Advisors service their clients, acting as a liaison between...Full timeHome office- ...Strategy & Operations Associate, RCMNew York, New York, United... ...specialized mental health services for autistic adults,... ...thousands of active clients and 400+ clinicians.... ...-impact projects: Lead initiatives that move... ...management consulting or investment banking. No...Work at office3 days per week
- Citi is looking for a Client Servicing Solutions Lead - Senior Vice President to spearhead development for the Investor Services Workbench, integrating... ...architecture. The role focuses on client onboarding and operational visibility across various financial services. Candidates...
$92k - $112k
...Job Description Job Description Trade Operations Associate – NYC/Hybrid Our client, an international Financial Services firm, is seeking a Trade Operations Associate for their NYC office. This dynamic role supports trade processing for domestic and international...Work at office$77k - $202k
...Description & SummaryThe OpportunityAs a Payer Operations & Transformation Consultant, Senior Associate, you will engage with clients in the health services sector to drive operational... ...the health industries.Responsibilities- Leading operational transformation initiatives...Full timeH1b- Fiduciary Trust International seeks a Sr. Investment Associate to support Portfolio Managers in delivering investment management solutions and maintaining high-quality client service. This role contributes to portfolio oversight, investment implementation, client reporting...
$100k - $140k
...and education about alternative investments for independent financial advisors... ...to engage and transact with leading asset managers on a massive scale... ...delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade,...Work at officeFlexible hours3 days per week$115k - $125k
Neuberger Berman is seeking a Client Service Operations Manager in their New York office. The role involves overseeing client servicing operations, building processes to improve efficiency, and maintaining a strong focus on client relations. The ideal candidate will have...Work at office- ZIMMERMANN, a global luxury fashion brand, seeks a Client Services Operations Manager, US, to lead the New York-based US Client Services team, drive service quality, and ensure a seamless omnichannel shopping experience. You will handle rostering, coaching, reporting, and...
$42k - $90k
...Custody Associate The role of the Custody Associate will be responsible for processing securities trades, settlement and custody... ...actions, tax withholding, customer reports, etc. Asset Servicing for Clients' Holdings (30%) Conduct review of customer entitlements...Work at office- Leeds Professional Resources in New York City is seeking a Client Associate to support Financial Advisors and their clients. This role combines client service, account administration, and brokerage operations in a regulated financial environment. You will review account...
- JPMorganChase & Co. is seeking a Vice President for Asset Servicing Operations in Brooklyn to lead end-to-end asset servicing events and drive performance with product, client service, technology, and global ops teams. You will build a high-performing team, foster accountability...
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