This position is responsible for obtaining data from clients and following up; preparing quarterly and/or annual administration; preparing reports and tax forms and running various tests including ADP, ACP, etc.; checking and monitoring loan and distribution requests; handling IRS and internal client audits; assisting other Pension Administrators whenever necessary; and o

To manage assigned account portfolios in accordance with stated objectives, Trust Policy and State/Federal fiduciary regulations. This includes; 1. Work with the division's more significant and/or complex account relationships 2. Work with account administrators and clients to develop investment policy statements (IPS) 3. Select and monitor both individual investments and

Establish new accounts within ClientWorks and gather appropriate paperwork for additional account features, account transfers, and compliance required disclosures and logs. Mail or docusign forms to clients as required. Send the OGRA welcome kit to new clients after assets have been received. Follow all steps of account opening from application to inception, making sure t

The Senior Associate plays a crucial role at Nucleus and is central to implementing our growth strategy. You will report to the Senior Director, Client Service and will join Nucleus' seasoned Client Service team. You will be a collaborative teammate, with the ability to embrace open communication and support the deepening of client relationships through interactions that

Future Team Treasury Partners operates as a business unit within Hightower Advisors, an advisor owned financial services company. Established in 1988, Treasury Partners provides investment services to corporations, endowments, foundations, and wealthy families. These services include comprehensive wealth management, customized portfolio reporting, and development of inves

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer Success Job Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaz

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer Success Job Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaz

Cushman & Wakefield has an opportunity for a Sr. Brokerage Specialist role in its New York office. This position provides business development, client service, transaction execution, marketing and team coordination support to a leading office leasing brokerage team. Job Description ESSENTIAL DUTIES AND RESPONSIBILITIES Provide business development support, research, organ

Seeking highly diverse candidates! The Client Partner is responsible for managing a book of business for the Financial Services (FS) unit of Publicis Sapient (PS) in Chicago, Illinois. This includes leading relationship within an existing account and identifying and building opportunities with new clients in the region. You should have a proven track record of building bu

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Overall Portfolio Management including launch strategy, pricing and contracting strategy, inputs on forecasting and demand planning, monitoring of gross and contribution margins, seeking out efficiencies where feasible. Development and mo

The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationsh

Manage and oversee the forecasting, and long range financial planning processes Develop and maintain complex financial models to support decision making across the organization Analyze financial data to identify trends, risks, and opportunities for growth Collaborate with cross functional teams to ensure alignment of financial plans with strategic objectives Drive improve

The Senior Investment Officer will be responsible for developing and executing a program of strategic housing and economic development investments. A primary focus of the role is sourcing transactions and managing relationships with developer partners who are working in coordination with city and state housing agencies such as the New York City Department of Housing Prese

ICE Bonds, a subsidiary of Intercontinental Exchange, is a leading provider of electronic fixed income trading solutions and a registered Alternative Trading System (ATS). ICE Bonds provides advanced trading technology with end to end workflow automation, access to a deep and diverse pool of liquidity across multiple fixed income asset classes which provide both sell side

Shorenstein's Diversity, Equity, and Inclusion Committee is sponsoring interns in our San Francisco and New York corporate offices. The Investments Group at Shorenstein is seeking candidates for a Summer 2024 Paid Internship. The Investments Group is responsible for overseeing Capital Transactions, Asset Management, Development and Leasing functions and focuses on acquiri