EMPLOYMENT TYPE: Permanent DEPARTMENT: Fund Services DIVISION: Institutional Client Services WORKPLACE STRUCTURE: Hybrid ROLE OVERVIEW PURPOSE OF JOB Thisposition is performed as a Sr. Administrator. The candidate will be responsible for providing support to ClientServices team members,
Job Description At FIS, our technology and our people are always moving forward. While we advance the way the world pays, banks and invests, our teams also grow their own careers. We believe in building inclusive
Job Description The Remittance Processing team provides lockbox solutions that scans, imports, indexes, and archives billions of text-based documents including checks, payment remittances, returns and statements every day for financial institutions. Using daily online check processing operations and
Primary Responsibilities Frequent custodian interaction & paperwork processing. Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians. Schedule client meetings. Basic preparation and follow-up for client meetings. Prepare client forms and financial reports in advance of
Why work at Modera Wealth? Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is
Overview Wolf is seeking a Tax Client Services Delivery Specialist to join our growing and well-established national firm. The Tax Client Services Delivery Specialist oversees the execution and continuous improvement of the firm’s tax return delivery process, ensuring
POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with
Your Future Team Investments, estate, tax and financial planning – all under one roof. Argent Wealth Management is an independent-minded business where individuals and families experience truly comprehensive and personal wealth management services. Our practice is
J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the
Client Solutions Consultant (CSC) The Client Solutions Consultant (CSC) serves as a client-facing, post-implementation strategic solution advisor for assigned accounts, focused on optimizing the performance and value realization of Zelis products and solutions within their client portfolio. Collaborating closely with
Brown Advisory Private Client Service Team Position Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice, and the highest level of client service. The firms clientsincluding
Edata Client Services Project Manager Morgan, Lewis & Bockius LLP, one of the worlds leading global law firms with offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East,
Senior Client Management Associate CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this
Client Service Specialist (CSS) The Client Service Specialist (CSS) directly supports healthcare payers, leading meetings and coordinating with stakeholders to deliver operational goals. This role requires strong project management and technical skills to implement solutions across the breadth
Join Trane Technologies Be a part of our mission! As a world leader in creating comfortable, sustainable, and efficient climate solutions for buildings, homes, and transportation, its our responsibility to put the planet first. For us
Join Voya Together we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up for and
Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a
Wealth Client Management Consultant CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience
FY27 - Financial Services - Private Client Services - Tax Senior Manager Location: New York Other locations: Anywhere in Region Salary: Competitive Date: Jun 22, 2026 At EY, were all in to shape your future with confidence.