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Institutional Client Processing Specialist Jobs in Illinois

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.
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

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