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Activity or Client or Fund jobs in United States

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Manager, Private Equity Fund Accountant

Apex Group Ltd (Americas)  –  Denver, CO
... and tasks including Set up of operational procedures and workflows Implementation of Fund data using PE software Maintain strong, consultative relationship with key clients Client service deliverables Review preparation of workpapers and financial ... - May 05

Caregiver - Activity Aide

Amada Senior Care NorthShore  –  Skokie, IL, 60077
... errands.- Monitor and report changes in client's health status.- Implement behavior management techniques when necessary. ... Services may include, but are not limited to, activity of daily living support, personal care, bathing/toileting, medication ... - May 06

Client Service Team Leader - Alternatives

Brown Brothers Harriman  –  Boston, MA
... to multi-currency equalization & IRR calculations Act as main point of contact for the client’s auditors to provide documentation, answer queries relating to fund activity and ensure a smooth audit cycle Work closely with the BBH Alts financial ... - Apr 16

Client Services Operator

Crow Estate Planning and Probate, PLC  –  Clarksville, TN, 37040
... Triage calls to determine client status (new or existing), urgency, and appropriate routing. Use the firm’s CRM and task management systems to log and manage call activity. Coordinate with intake, attorneys, and support staff to ensure seamless ... - May 05

Registered Client Service Associate

Ascendo Resources  –  Doral, FL, 33222
... tasks and client account processes Coordinate client onboarding by gathering necessary documents and ensuring account accuracy Respond to client inquiries and relay account-related information as needed Monitor and flag any unusual activity or ... - May 05

Client Service Associate

Pitcairn Trust Company, LLC  –  Conshohocken, PA, 19428
... PRIMARY FUNCTION: The Client Service Associate serves as the point of contact for client relationships designated by our internal Family Office Client Groups. The Client Service Associate plays a key role in onboarding, maintaining, and enhancing ... - May 06

Activity Specialist - Cornerstone O'Dwyer

Brooklyn Community Services  –  Brooklyn, NY, 11224
Position: Activity Specialist Program: O'Dwyer Gardens Cornerstone Locations: 2945 West 33rd Street, Brooklyn, NY 11224 Salary: $16.50 per hour to $16.50 per hour Hours: Up to 25 hours per week (school year) and up to 35 hours per week (Summer) ... - Apr 12

Client Service Administrator (Licensed)

Thrivent Financial for Lutherans  –  Belmond, IA, 50421
... * Manages client service calls, conduct necessary research and respond to requests for information * Provides fund values ... * Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of advisor. * ... - Apr 21

Client Service Specialist

National Exchange Bank & Trust  –  Campbellsport, WI, 53010
Why NEBAT? Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member... - May 05

Client On-Boarding, Private Equity

Korn Ferry  –  West Palm Beach, FL, 33412
... Coordinate and manage all aspects of client onboarding, including KYC/AML checks, subscription documentation, and investor portal setup. Liaise with internal teams (Legal, Compliance, Operations, IR, and Fund Administration) to ensure accurate and ... - May 05
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