Sr. Analyst, Client - Redwood City, CA

Neuberger Berman is a private, independent, employee-owned investment manager. The Senior Analyst will work in partnership with the Managing Director and Vice President (Client Advisors / “CAs”) to cover institutional investors in the western half of the United States. · ...

The Senior Analyst will work in partnership with the Managing Director and Vice President (Client Advisors / “CAs”) to cover institutional investors in the western half of the United States. · Deep knowledge of territory: Understand, analyze and synthesize qualitative and quantit ...

The Institutional Business Development Analyst will work closely with two senior Client Advisors within the Institutional Client Group. · Partner with the team on day-to-day new business development and client servicing tasks to ensure CA goals are met. · ...

The Senior Analyst will work in partnership with the Managing Director and Vice President (Client Advisors / "CAs") to cover institutional investors in the western half of the United States. The Analyst's primary objective is to help grow the business in the territory. · ...

The Senior Analyst will work in partnership with the Managing Director and Vice President (Client Advisors / CAs) to cover institutional investors in the western half of the United States. · ...

We are looking for a proactive problem-solver with a passion for providing top-tier client service. · About this role: · Respond to client inquiries via phone and email with professionalism and urgency. · Act as a liaison between departments to ensure seamless issue resolution. · ...

We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. · The ideal candidate enjoys tackling challenges, finding innovative solutions, and pursuing inquiries until clear, logical answers are atta ...

We are a dynamic and highly regarded multi-family office headquartered in San Francisco dedicated to serving ultra-high-net-worth clients. · We foster a creative environment where team members contribute ideas build meaningful relationships and leverage technology to enhance clie ...

We are looking for an eager and motivated delivery analyst to join our Client Delivery team. At Hive, our Client Delivery team is responsible for commercial delivery of all the groundbreaking technology we have built. · Responsibilities · Create, set up, and audit projects on our ...

+ Serve as a key contact for client requests on designated client relationships+ Respond to client inquiries and communications within 24 hours with most response within the same day+ Manage client account maintenance by updating client contact information as needed+We are a dyna ...

A career at Fragomen will provide you with the opportunity to work in an exciting environment for a broad range of clients. · You will face interesting challenges and you will work with dedicated, friendly and ambitious people. · The Client Services department looks after client ...

Syon Capital is seeking a full-time Client Services Analyst to assist the team in providing best-in-class service to our valued clients. · We value individuals who work independently while also contributing to a formidable team dynamic.As a key point of contact, the ideal candida ...

+The Client Portfolio Analyst partners with Client Service colleagues, Investment team members, and other internal stakeholders to create high quality client materials. This role owns quarterly reporting and supports ad hoc client deliverables for an assigned coverage area (one o ...

We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. · Serve as a key contact for client requests on designated client relationships · Respond to client inquiries and communications within 24 h ...

We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. Serve as a key contact for client requests on designated client relationships · Respond to client inquiries and communications within 24 hou ...

A proactive problem-solver providing top-tier client service in a fast-paced environment. · High school diploma or equivalent. · A customer-focused mindset with strong communication skills. · ...

As an Analyst, you will play a central role in delivering high-quality impact investment advisory services by supporting client onboarding, account operations, and ongoing service needs. · ...

The Client Portfolio Analyst partners with Client Service colleagues, Investment team members, · and other internal stakeholders to create high quality client materials. Bachelor's degree (B.A. or B.S.) with strong academic performance. · 3+ years of relevant experience at an ass ...

The Client Portfolio Analyst partners with Client Service colleagues, Investment team members, and other internal stakeholders to create high quality client materials. · ...

The Financial Analyst will play a critical role in supporting the National Personal Lines Practice by ensuring accurate financial processes related to client compensation and insurance carrier commissions. · Compensation Determination & Confirmation · Insurance Carrier Commission ...