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Coordinate account opening process: gather KYC documentation; submit account application; draft account opening form for Account Servicing Group Draft client agreements for new account documentation Maintain client contact list Analyze customer activity variance related to GTB customer independent review and reach out to customer for justification Act as back up to RM while SHE/HE is travelling for business and/or out of the office on vacation to ensure proper follow up on incoming inquiries.
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The team works closely with front office groups and the technology teams that support them, including but not limited to Operational and Investment Risk, Institutional Equities & MAC investment teams, Fixed Income, Equity Research, and Wealth Management across the firm’s global offices.
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The Senior Analyst - Investment Operations - Private Equity, Real Estate, Hedge Funds is responsible for providing middle office and back-office support for private equity and real estate holdings and other externally managed fund investments, including investment and portfolio level accounting and operational support, oversight of third-party service providers, and serving as an escalation point for data stewardship.
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CSR) at Stella-Jones is responsible for providing the highest level customer service to our customers by collaboratively working with Sales team (Sales Directors, Regional Managers, Account Specialists and Sr. Account Specialists.
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Ally Financial is a customer-centric, leading digital financial services company with passionate customer service and innovative financial solutions. As part of the Data Solutions Support team, this Senior Analyst will leverage Snowflake, AWS, and PowerBI to build best-in-class analytical data pipelines, and management for Ally's Auto Asset Management team.
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Our openings include receptionist, data entry, customer service, collections, office managers, call center, administrative assistant, accounts payable clerk, accounts receivable clerk, file clerk, warehouse, assembly, production, pickers, packers, forklift, machine operators, and maintenance mechanics.
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2+ years of back/middle office financial work experience, preferably within Asset Management. Accurate, timely investment account data, generated by Portfolio Administrators, is critical to supporting nearly every aspect of Sterling; from portfolio management and trading, to compliance, to marketing and client service.
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Exiger is a cutting-edge supply chain risk management (SCRM) software-as-a-service (SaaS) solution with scalable offerings, which use data to help corporations intelligently surface risk in business relationships.
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Assist with troubleshooting any back-office system or interface issues, collaborating with Accounting, Treasury and Process Support. The Sr. Back Office Analyst will be responsible for a variety of activities related to physical and financial natural gas trading, including settlement of natural gas commodity invoices, natural gas pipeline and exchange statements, payment processing, reconciliations, trade confirmations, and reconciliation of data to ETRM system.
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Oversee operation and resource allocation to ensure productivity, professionalism, punctuality, grooming and customer service standards are met. - Display positive customer service stance when dealing with clients and customers.
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The Wealth Management Service Advisor is a full-time position reporting to the Lead Wealth Planner and Managing Director. Experience with the financial planning software eMoney, as well as Redtail (CRM), Wealthscape, Albridge, Microsoft Office suite, including Teams, (or similar financial, portal and CRM software.
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Using the firm's proprietary, globally accessible technology platform, the business provides a full range of fund administration services, including daily accounting and financial reporting; transfer agency and investor services; middle and back-office support; and integrated portfolio analytics.
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Team members are responsible for providing quality customer service as well as activation and technical support. The Wireless Customer Service Representative role is part of a team that is based out of our cutting edge Bluefield facility and will be amongst the first to experience our latest state-of-the-art wireless technology.
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Our division is comprised of leading student affairs experts who support our campus on pressing student life matters including public service, health, wellness, social justice, residential living, food services, sports, recreation, career services, and student activities and organizations including sorority and fraternity life.
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Transform into the best customer support advocate in the business, engaging with a diverse consumer base to provide solutions for customer needs and technical issues. Your mission is to be one of the best customer support advocates in the industry.
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account management customer service support back office jobs Title: account supervisor
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