Client Services – Fixed Income recruitment
The successful candidate will be a member of the FICC Prime Brokerage Client Service team that sits within the Prime Client Services Team. The Prime client service team combines our client service offering across Fixed Income, FX and Equities Prime Brokerage. Your day to day responsibilities will include the following:• Account management for external Prime Brokerage clients• Monitoring and processing of Fixed Income Prime Brokerage Transactions • Handling of pre- and post-value investigations• There will also be regular contact with external Executing Brokers as well as internal groups Read more […]
Private Banking – Client Services, London recruitment
An excellent opportunity within Private Banking Client Services based inL ondon. The client is looking for experience within Private Banking. Key Responsibilities Act as liaison with the client on daily operational and business critical issues. Proactively communicate with clients on matters relating to operational activities or deliverables. Ensure timely response to customer queries on operational issues and provide effective resolution / facilitation of issues within the established service standards. Ensure that service requests and resolutions are recorded in issues tracking system. Escalate Read more […]
Client Services – Listed Derivatives recruitment
With succession planning in mind, we are searching for a future team leader of an established and well respected front-office client services team.• Ensure consistent level of service is provided across full client base.• Work with existing clients to fully understand their requirements, monitoring and improving the quality of service provided, looking for the best solution for the client and, where necessary, working with other teams internally in order to achieve this.• Work closely with Product team to understand the product offering and ensure client drivers are represented in Product Read more […]
Client Services/Advisor Support Job in San Ramon 94583, California Us
Fast paced work environment for the highly motivated, detail oriented individual.This candidate must be organized, detail oriented, multi-tasker, self-motivated and a team player, and have excellent communication skills to work on the Clients Services Team and Advisor Support Team. The Client Services team is responsible for servicing, managing, and executing clients requests for account support. This would include, but is not limited to new account processing, trading, reporting and performance. We are an established, growth oriented financial services firm in the East Bay Area. Duties Read more […]
Client Services/Sales Support – Global Macro; NYC USA based recruitment
In this position you will be responsible for supporting the senior management and business developer in aggressively increasing the AUM of this firm. Established 5 years ago with a strong track record over this period, they are currently looking to take their business to the next level. In this position, responsibilities would include:• Helping manage investor processes• On-going investor relationship management• Handling ad-hoc client queries• Assisting with marketing materials, presentations, DDQs etcThe successful candidate for this position should demonstrate the following skills Read more […]
Client Services – Client Reporting & Communication recruitment
DescriptionAXA Investment Manager, an AXA Group subsidiary, is a multi-expert in the asset management field. Currently, AXA IM has over 2,300 employees worldwide and EUR 515 billion under management. As a multi-expert, AXA capitalises on specialization, solid capabilities, global reach, and recognized performance in its 7 fields of expertise: AXA Fixed Income, AXA Framlington, AXA Rosenberg, AXA Funds of Hedge Funds, AXA Private Equity, AXA Real Estate, and AXA Structured Finance. 1. Team description: The Client Services team plays a crucial role in our philosophy of maximizing Read more […]
SVP, Client Services – PBM or Heathcare
ESSENTIAL FUNCTIONS: · Ultimate accountability for executing the terms of the PBM Services Agreement, ensuring that all financial and operational performance guarantees are met. · Accountable for the PL of assigned client/s; with the Catalyst Executive team and the Divisional finance team, develops an annual budget and financial targets. · Lead the business components of the transition of pharmacy benefit management services from incumbent PBM to Catalyst Rx.· Serves as primary point of contact on strategy related matters Read more […]
Client Services – Commodities recruitment
Joining a team of 6 you will be responsible for the day to day account management for blue chip clients. The main duties include trade and cash breaks, settlement issues, balance conversions, collateral management, brokerage and interests queries, cash adjustments, IT queries, static data, corporate actions and dividends. Other aspects of the role will include management of the daily client margin calls and treasury reports, client liaison regarding exercises/assignments, first notice and last trading day notification and tracking, expirations and physical deliveries management, supporting and Read more […]
Team Leader – Client Services
Rullion Elite are working with a top tier global bank to help them to find excellent candidates for a role they have in their Transaction Banking division in Frankfurt. The role available is Team Leader – Client Services.The roleholder will be the Service Partner (working with Relationship Management, Product Sales, Operations) to develop clients’ pre-origination service solutions, manage post origination needs, identify opportunities, and deliver the bank’s services.The role holder will be responsible for:- Client Service (end to end servicing and ownership of client issues)- Service Management Read more […]
CLIENT SERVICES – High Profile Opportunity
Do you want to work in a dynamic, innovative environment?Are you looking for a firm that has an International presence?Do you want to take the next step in your career? A leading financial planning group located in the Melbourne CBD seeks a Client Services Officer/Manager with sound industry knowledge to join their friendly and hardworking team. They are offering you an exceptional salary package as well as the opportunity to develop your skills as a professional by working on several small to large clients.The successful candidate will have; A friendly and supportive team The opportunity for Read more […]