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As a Client Relations Manager, you will analyze data, provide actionable insights, and support product development for client solutions in the financial services sector.

Drive new sales within the US insurance market, managing complex processes from prospecting to closing. Maintain a strong sales pipeline and conduct outreach while collaborating with internal teams.

The Financial Services Operations Supervisor leads a team to deliver excellent service to clients, manages operational activities, fosters a positive work environment, and supports staff development.

The Associate Manager will manage client interactions, ensure high-quality engagement delivery, troubleshoot issues, and mentor junior staff while maintaining client satisfaction.

The Senior Data Engineer designs and maintains data infrastructure, processes data from various sources, optimizes workflows, and collaborates with stakeholders to provide data insights.

The Associate, Investor Services role involves maintaining investor records, supporting accounting, interacting with clients, and assisting in the launch of new products.

The Client Support Representative role involves providing technical support and ensuring client satisfaction by resolving inquiries related to Advent Software's products. Responsibilities include interacting with clients, troubleshooting issues, and collaborating with internal teams.

The Tax Manager oversees tax provision calculations, compliance, and audits for mutual funds, while training junior staff and maintaining RIC status.

The Product Owner will develop product strategy for investment operations, lead product design initiatives, and enhance efficiency through automation and machine learning.

As a Senior Associate Client Relationship Specialist, you will manage intermediary relationships, support client communications, and ensure operational satisfaction in the Retail Alternative Investment division.