Client Services Salary at Ss&C Eze BETA

Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview As a Senior Client Service Manager at Gallagher, you will play a pivotal role in helping our clients address risk, protect assets, and recover from losses. We are seeking a passionate, client-focused professional to join our growing team. If you're interested in assisting a diverse range of clients with issues that span from relatively simple to moderately complex, we want to hear fr

Are you passionate about investments and client service? Our client, managing over $9 billion in client assets, is seeking a Client Services Representative to join their dynamic team. In this role, you'll collaborate with portfolio managers to deliver exceptional service, craft tailored client presentations, support trading activities, and contribute to wealth strategies for generations of families. Every day is different, offering opportunities to solve complex problems and make a real impact. What You’ll Need: Bachelor’s degree with 2–5 years in investments or financial services Strong analytical, organizational, and communication skills Proficiency in Microsoft Excel & PowerPoint Interest in financial planning, investments, and client engagement We offer a collaborative environment where your ideas matter. Ready to elevate your career? Apply now and help shape the future of wealth management. Email: dan.gilliam@cannonsearch.com Tags: Client Services Representative, Analyst, Portfoli

Client Service Associate – Boston, MA A Boston-based wealth management firm specializing in sustainable investing is seeking a Client Service Associate to join its exciting team. This role will work closely with portfolio managers, the operations team, and other client service professionals to ensure seamless account management and an exceptional client experience. Key Responsibilities: Coordinate the opening and ongoing maintenance of client accounts, ensuring tasks are completed accurately and efficiently. Process client requests promptly, collaborating with portfolio managers to resolve open account issues. Facilitate disbursements and contributions, ensuring timely and secure transactions. Assist with charitable donations of cash and stock from client portfolios. Maintain strong internal coordination to update client accounts and records. Liaise with accountants and third parties to ensure proper submission of documents and payments. Document all communications in the firm's Client

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role THE COMPANY Tracing its roots to the founding of the Wellington Fund in 1928, the original Wellington Management Company was incorporated in 1933. Wellington Management serves an extremely diverse mix of institutional investors located in over 60 countries. Our clients include public funds, central banks, insurance entities, endowments, foundations, mutual fund sponsors, retirement plan sponsors - both defined benefit and defined con

Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview We are seeking an experienced Client Service Executive to join our growing team who can deliver outstanding customer service! Are you interested in developing the talent on your team? We are looking for people who are passionate about building relationships with clients, will collaborate with their team to achieve goals, constantly seek improvement and will demonstrate the value Gall

Client Service Coordinator to $55K! - Break into the Real Estate Industry! A Leading global property developer is seeking a Client Service Coordinator! In this role, you will be responsible for delivering outstanding customer service and supporting the property management office to provide seamless day to day operations. Key responsibilities include acting as the first point-of-contact and concierge in the Property Management office, provide a warm and welcoming experience for customers and visitors, maintaining a high level of customer satisfaction, responding to customer needs in a timely manner, providing support to ensure smooth operations of the office, assisting new customers with onboarding procedures, assisting the Property Management team with projects and communication, and more as needed. The ideal candidate has at least one year of experience in either commercial real estate or in the hospitality industry, a bachelor's degree, proficient in Microsoft office or equivalent, a

Job Description: The Client Service Rep is an entry level position responsible for servicing and maintaining oversight of their assigned client relationships. The individual focuses on the Fund Accounting, Administration and Custody disciplines and the applicable product offering for assigned client relationships. The CSR will assist more senior team members with oversight of operational production, client accounts, client conversions, reporting and analyses to ensure high client satisfaction. Key Responsibilities: Work effectively with to support client requests, deliverables and issue resolution Effectively monitor and respond to client inquiries Assist in activities that support the measurement of Client Service Standards across the various products our client provides to our clients Provide filtering and escalation for client requests Utilize relevant internal technology solutions to effectively manage and escalate client inquiries Provide a timely response and solution to internal

Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) Job Description JOB PURPOSE + Integral support for Senior Relationship Management team + Administrative support: telephone back-up, prepare correspondence and maintain files + Prepare materials for client meetings + Arrange new account packets and open new accounts + Research client inquiries and bring about timely resolution + Run client statements, tax reports and ad hoc reports + Provide documentation for clients annual reviews + Manage clients tax payments, annual IRA contributions/required minimum distributions **KEY ACCO