Client Relationship Associate, Global Asset Services recruitment
Daily responsibilities• Liaising with the Transition Teams in Europe to ensure a smooth transition of new clients to operations• (Assisting with) coordination of the drafting of legal agreements,• Collecting due diligence materials for new and existing clients where required• Where possible, following up on operational enquiries from clients by liaising with the offices in Europe and/or by accessing the internal fund accounting systems.• Liaising with other departments within the company to promote cross selling• Attending conferences, seminars and other networking events in Hong Read more […]
Client Relationship Associate, Institutional Investor Group Job in Valley Forge 19481, Pennsylvania US
Vanguard, one of the world’s largest investment management companies and a recognized employer of choice, seeks a client relationship associate to develop knowledge of Vanguard’s Participant Relationship Group, retirement plan products and services, the overall financial markets, and the related legal, tax, and regulatory issues in order to respond accurately and thoroughly to participant inquiries.Your primary duties and responsibilities will include:Developing knowledge and proficiency in all required areas through classroom training, on-the-job training, and self study. Responding to participant Read more […]