Senior Manager, Investment Servicing - Toronto

Company Description · Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aim ...

Who we are looking for · The role holder will be responsible for the oversight of the Transfer Agency client service team of Associates, management of the client relationships and acting as a point of escalation for the team on any technical issues. They will ensure that policies ...

Why this role is important to us · The Alternative Investment Services (AIS) Centralized Pricing (CP) team is responsible for supporting fund of hedge fund teams globally in the set-up of securities, maintenance of hedge fund liquidity data and entry of pricing data. You will ope ...

Why this role is important to us · The Alternative Investment Services (AIS) Centralized Pricing (CP) team is responsible for supporting fund of hedge fund teams globally in the set-up of securities, maintenance of hedge fund liquidity data and entry of pricing data.  You will op ...

Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing histo ...

The role holder will be responsible for the oversight of the Transfer Agency client service team of Associates, management of the client relationships and acting as a point of escalation for the team on any technical issues. · ...

Company Description · Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aim ...

+We are looking for someone to oversee the Transfer Agency client service team of Associates and manage client relationships. · +Day-to-day supervision of the Transfer Agency Associate 1s and Associate 2s ensuring daily, weekly and monthly deliverables are met in accordance with ...

Why this role is important to us · The Alternative Investment Services (AIS) Centralized Pricing (CP) team is responsible for supporting fund of hedge fund teams globally in the set-up of securities, maintenance of hedge fund liquidity data and entry of pricing data. You will ope ...

Why this role is important to us · The Alternative Investment Services (AIS) Centralized Pricing (CP) team is responsible for supporting fund of hedge fund teams globally in the set-up of securities, maintenance of hedge fund liquidity data and entry of pricing data.  You will op ...

The role holder will be responsible for the oversight of the Transfer Agency client service team of Associates. · They will ensure that policies and procedures are followed and that best practices are applied. They will continuously look for enhancements to create greater effici ...

The Municipal Finance Officer's Association is seeking a Summer Intern to assist with the development of various initiatives related to MFOA and ONE Investment. · Assist with organization of the Ontario Municipal Investment Symposium and compilation of data and analysis of munici ...

The Municipal Finance Officer's Association (MFOA) is seeking an Investment Services intern. · ...

Requisition ID: · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · In this role, you'll lead the delivery of digital self‑service capabilities that enable clients to seamlessly manage their investment accounts. You will sha ...

Manage direct and monitor the activities of a unit of investment fund services to ensure deadlines are met and accuracy is maintained by working with the unit's management team to coordinate resources and workflows. · ...

· Oversees and provides overall direction to a large team within Investment Fund Services. · The Manager will work closely with the business teams to deliver exceptional technology solutions and services that exceed client expectations. ...

Job Description · What is the opportunity? · If you possess a client-focused mindset and have the ability to identify client centric solutions, this role gives you a great opportunity to grow with the RBC Direct Investing Contact Centre team. As an Investment Services Representat ...

+This role gives you a great opportunity to grow with the RBC Direct Investing Contact Centre team. As an Investment Services Representative, you provide clients with helpful and engaging professional efficient and knowledgeable service over the phone or through electronic commun ...

You could say we're at the center of the center. · Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. · We support our clients, branch teams and headquarter associates in providing the best possible experience. ...

We partner for positive impact to improve the lives of our clients and colleagues, · and together better our communities and society. · You could say we're at the center of the center. · The Service Specialist II will provide solutions in response to incoming telephone calls and ...