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Institutional Client Processing Specialist Jobs

Institutional Client Associate (Rfp Writer)
By Green Key Resources At New York City Metropolitan Area, United States
Complex RFP project management experience, within Alternatives and/or Fixed Income preferred
Manage the coordination and completion of Requests for Proposals ("RFPs") and Due Diligence Questionnaires ("DDQs")
Undergraduate degree (economics, finance or business preferred)
Base 90-110k + bonus (experience pending)
Maintain a database of standard RFP responses and hone/create new language as appropriate
Commit to improving the efficiency of the RFP process and quality of RFP submissions
Blackstone Credit – Institutional Client Solutions Team (“Ics”), Associate
By Blackstone At New York, NY, United States
3+ years’ experience, preferably within Investment Banking, Investor relations or an Alternative Credit Management
Strong analytical, problem solving and project management skills
Contact management, including CRM/Salesforce maintenance
Helping to manage internal IOI and client tracking initiatives
Excellent presentation, business writing and oral communication skills
Assisting with new business pipeline through client & consultants updates and other internal reporting
Institutional Etf Specialist Jobs
By Invesco US At Downers Grove, IL, United States
Undergraduate in finance, economics, or a related discipline required, or relevant on-the-job experience.
Strong knowledge of and prior experience with ETFs or other fund structures.
A passion for capital markets, asset management, and ETFs.
Establish and grow relationships with institutional asset managers and asset owners to expand their use of Invesco ETFs.
Maintain a thorough knowledge of Invesco's products, services, and resources to effectively deliver the firm to clients.
7+ years investment related or markets related experience.
Lead Institutional Investment Operations Specialist
By Wells Fargo At Charlotte, NC, United States
Leverage business intelligence capabilities to identify and rectify exceptions detected throughout the year
Strategically engage with all levels of professionals and managers companywide
Cost Basis and/or Foreign Transaction Tax experience including reconciliation and research and resolution of exceptions
Ability to interpret technical requirement documents and system flows to translate into reporting requirements
Strong analytical skills with high attention to detail and accuracy
Experience developing partnerships and collaborating with other business and functional areas
Team Lead, Client Processing
By BNY Mellon At , Pittsburgh, 15219, Pa
In this role, you’ll make an impact in the following ways :
To be successful in this role, we’re seeking the following :
Best Places to Work for Disability Inclusion , Disability:
Senior Institutional Client Onboarding Product Manager
By Coinbase At , Remote $195,500 - $230,000 a year
Experience on Client Onboarding Change Management.
Capture requirements, prioritize investments, work with Compliance Engineering and Operations to test and deploy features.
Strong problem solving skills and the ability to develop creative solutions to complex operational challenges.
What you’ll be doing (ie. job duties):
What we look for in you (ie. job requirements):
You’ve got positive energy. You’re optimistic about the future and determined to get there.
Sales Specialist, Institutional - Abilene & San Angelo, Texas - Janssen Pharmaceuticals, Inc
By Johnson & Johnson At Greater Abilene Area, United States
Prior experience in cardiovascular, diabetes and/or pain management therapeutic area(s) is preferred
Company awards or participation in J&J Management Development Program (MDP) are preferred
Demonstrating strong knowledge of therapeutic conditions and treatment protocols, healthcare and patient practices and emerging trends while
Implementing Brand Marketing strategies and tactics and execute Managed Care pull‐through and push‐through strategies
As The Sales Specialist, Responsibilities Will Include
Building support for the Janssen portfolio of products.
Institutional Client Management Consultant
By CAPTRUST At Chicago, IL, United States
Working knowledge of ERISA guidelines and regulations
Experience working with financial advisors
Assist in the creation of sales presentations such as pitch books and RFP responses for prospective new clients and existing clients
Understanding of retirement plans from an operational, record-keeping, and investment perspective
Proficiency in navigating CRM systems and MS Office Suite
Brick Bonus success sharing program
Institutional Client Management Consultant
By CAPTRUST At Raleigh, NC, United States
Working knowledge of ERISA guidelines and regulations
Experience working with financial advisors
Our Employee Benefits Package shows how much we value our team. Some benefits include:
Assist in the creation of sales presentations such as pitch books and RFP responses for prospective new clients and existing clients
Understanding of retirement plans from an operational, record-keeping, and investment perspective
Proficiency in navigating CRM systems and MS Office Suite

Are you looking for an exciting opportunity to join a dynamic team and help shape the future of institutional client processing? We are looking for a Client Processing Specialist to join our team and help us provide the best service to our institutional clients. You will be responsible for managing client accounts, ensuring accuracy of data, and providing exceptional customer service. If you are a detail-oriented individual with a passion for client service, this could be the perfect job for you!

What is Institutional Client Processing Specialist Job Skills Required?

• Excellent customer service skills
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to multi-task and prioritize tasks
• Attention to detail and accuracy
• Proficiency in Microsoft Office Suite
• Knowledge of financial services industry
• Knowledge of financial products and services

What is Institutional Client Processing Specialist Job Qualifications?

• Bachelor’s degree in finance, accounting, or related field
• Previous experience in a financial services environment
• Knowledge of financial services regulations and compliance
• Ability to work in a fast-paced environment

What is Institutional Client Processing Specialist Job Knowledge?

• Knowledge of financial services industry
• Knowledge of financial products and services
• Knowledge of financial services regulations and compliance
• Knowledge of customer service principles

What is Institutional Client Processing Specialist Job Experience?

• Previous experience in a financial services environment
• Previous experience in a customer service role
• Previous experience in a client processing role

What is Institutional Client Processing Specialist Job Responsibilities?

• Process client transactions accurately and efficiently
• Ensure compliance with all applicable regulations
• Respond to client inquiries in a timely and professional manner
• Maintain client records and ensure accuracy of data
• Monitor client accounts and transactions
• Assist with the development and implementation of client processing procedures
• Assist