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The Judson Group
Chicago, IL, United States
Operations and Client Service Manager | Chicago, Illinois Judson Group has partnered with a growing, well-respected RIA in the search for an Operations and Client Service Manager . The Operations and Client Service Manager is responsible for supporting the operational and portfolio management needs of the firm. The ideal candidate has previous fi
Job Source: The Judson GroupTishman Speyer
Chicago, IL, United States
Tishman Speyer creates vibrant destinations and dynamic environments that inspire innovation and connected communities. As a diversified developer, operator, and investment manager of top-tier real estate in 33 markets across the globe, our business choices are driven by the belief that real estate should unlock human potential. Tishman Speyer’s di
Job Source: Tishman SpeyerWaltzhealth
Chicago, IL, United States
Job Description Waltz Health is looking for a thoughtful and driven Senior Manager, Client Operations to lead and grow our relationships with clients. As a Senior Manager, Client Operations, you will be the subject matter expert of clients within your portfolio, acting as an escalation point for client teams and serving as the operational voice of
Job Source: WaltzhealthVerve Group
Chicago, IL, United States
** Client Service Manager, Managed Service** * Account Management * Chicago, United States ** Client Service Manager, Managed Service** ** Job description** **Who we are** Verve Groups consumer-first advertising suite is a leader in consolidating data, demand and supply technologies to create better business outcomes for advertisers and publish
Job Source: Verve GroupArthur J. Gallagher & Co.
Chicago, IL, United States
** Associate Client Service Manager** **** New Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, ser
Job Source: Arthur J. Gallagher & Co.Mission Wealth
Chicago, IL, United States
As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a dynamic Client Services Representative to join our high-performing Operations department. This is an opportunity to work a hybrid schedule AND elevate your career in wealth m
Job Source: Mission WealthMission Wealth
Chicago
Job Description Job Description As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a dynamic Client Services Representative to join our high-performing Operations department. This is an opportunity to work a hybrid schedul
Job Source: Mission WealthEngtal
Oakbrook Terrace, IL, United States
Client Services - Transfer Agent Oakbrook IL, hybrid (Monday-Wednesday in office, Thursday and Friday WFH) Engtal’s client is a fund administration specialized in hedge funds, real estate, cryptocurrency, venture capital, mergers, and private equity funding. This is a global business with offices in 6 continents and they are debt free. They have c
Job Source: Engtal, IL, United States
Operations and Client Service Manager | Chicago, Illinois Judson Group has partnered with a growing, well-respected RIA in the search for an Operations and Client Service Manager . The Operations and Client Service Manager is responsible for supporting the operational and portfolio management needs of the firm.
The ideal candidate has previous financial services experience, including familiarity with CRM, portfolio accounting and reporting systems, and exceptional client service experience.
Responsibilities:
Perform routine data quality assurance procedures across various resources including CRM, portfolio accounting and reporting systems
Responsible for processing all fund transfers and new account setup
Aid in the creation, maintenance, and monitoring of operational workflows
Responsible for developing a strong knowledge of the firm’s software packages and technologies
Play a vital role in the firm’s reporting needs
Ability to improve operational efficiencies and best practices
Responsible for front end functions including manning phones, office operations, and marketing
This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary
Requirements:
Bachelor’s Degree preferred
Previous financial services/wealth management experience preferred
Experience using Tamarac, Advent AXYES, Junxure
Strong organizational skills and attention to detail
Strong communication, interpersonal, and problem-solving skills
Strong proficiency in all Microsoft Office programs
Compensation: Competitive base salary, bonus, and benefits
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Operations and Client Service Manager jobs in , IL, United States
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