Client Analyst - San Francisco

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. 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. · 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. · ...

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 ...

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. Serve as a key contact for client requests on designated client relationships · Respond to client inquiries and communications within 24 hou ...

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 ...

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. · ...

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 ...

+ 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 ...

+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 ...

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 ...

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. · ...

Jordan Park provides investment management and financial advice to a distinct community of individuals families and institutions Our clients have made extraordinary contributions to business philanthropy government and society We embrace complexity navigate challenges to empower ...

As a Financial Analyst at Jordan Park you will play a critical role in supporting our clients and driving firm initiatives. · We are empathetic problem solvers and subject matter experts committed to serving clients at the highest level of trust and partnership. Our hallmarks of ...

Join SS&C's Client Services team where financial services meet cutting-edge technology. Resolve technical issues guide product usage and build strong relationships with key personnel at hedge funds asset managers and other financial institutions. ...

Join SS&C's Client Services team where financial services meet cutting-edge technology to resolve technical issues guide product usage and build strong relationships with key personnel at hedge funds asset managers and other financial institutions. · Serve as the first point of c ...