Email Alert for
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
JTC Group
San Jose, CA, United States
This position performs as a Sr. Administrator. The candidate will be responsible for providing support to Client Services team members, excellent customer service working with clients in understanding the clients’ needs and administering the appropriate procedures, processes in a timely, accurate and professional manner, and identify streamlining o
Job Source: JTC GroupJTC Group
San Jose, CA, United States
ROLE OVERVIEW PURPOSE OF JOB This position performs as a Sr. Administrator. The candidate will be responsible for providing support to Client Services team members, excellent customer service working with clients in understanding the clients' needs and administering the appropriate procedures, processes in a timely, accurate and professional manner
Job Source: JTC GroupBillionToOne , Inc.
Union City, CA, United States
Do you want to join one of the fastest-growing molecular diagnostics startups and be a pioneer for an industry-leader who is impacting the lives of millions? BillionToOne , ranked at the top 5% of Y Combinator companies with $300M+ in funding from prominent VC firms, has developed a DNA molecular counter that increases cfDNA diagnostic resolution
Job Source: BillionToOne , Inc.Banfield Pet Hospital
San Jose, CA, United States
Live and exemplify the Five Principles of Mars, Inc. within self and team. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. Maximize the number of pets seen by the hospital team through through a productive and
Job Source: Banfield Pet HospitalJPMorgan Chase Bank, N.A.
Palo Alto, CA, United States
Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve client requests while working in part
Job Source: JPMorgan Chase Bank, N.A.JPMorgan Chase
Palo Alto
Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve client requests while working in partn
Job Source: JPMorgan ChaseMorgan Stanley
Mountain View
*POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an under
Job Source: Morgan StanleyAdvanced Integrated Pest Management
San Jose, CA, United States
**Client Service Representative** San Jose, CA **Advanced Integrated Pest Management has Client Service Representative positions available for career-minded, independent, and dependable team members. You'll require you to perform various administrative functions that will support operations with an emphasis on Client Services. Join for on-the-j
Job Source: Advanced Integrated Pest ManagementSan Jose, CA, United States
Senior Administrator - Client Services - Institutional Client Services This position performs as a Sr. Administrator. The candidate will be responsible for providing support to Client Services team members, excellent customer service working with clients in understanding the clients’ needs and administering the appropriate procedures, processes in a timely, accurate and professional manner, and identify streamlining opportunities for process improvement. Resolve minor client issues; escalate when necessary.
Our organization follows a hybrid work structure where employees can work remotely or from the office, based on demands of specific tasks. Working from the office is mandatory 3 days a week.
MAIN RESPONSIBILITIES AND DUTIES
Trust and Escrow Fund Administration
Maintain client relationships to ensure client satisfaction with the highest level of client service, monitoring client usage of contracted services and portal, identifying potential additional products/services to be provided, escalating potential churn situations to management.
Identify and understand pertinent provisions in agreements which state the requirements and documentation required by trust or escrow agent in order to process receipts and disbursements and establish subaccounts.
Coordinate with banking partners and clients to open depository and/or escrow accounts with specific attention to each depository and/or escrow agent requirement and procedure.
Identify and understand pertinent provisions in agreements which state the requirements and documentation required by trust or escrow agent in order to process receipts and disbursements and establish subaccounts.
Ensure clients are properly administered as contracted from inception through completion of contractual requirements.
Responsible for timely and accurate client billing.
Create and maintain desk procedures specific to each client.
Data entry including review of portal data for accuracy.
Perform other duties as required.
Adhere to JTC core values and expected behaviours.
Like Kind Exchange Administration (desired)
Functions as key contributor with demonstrated knowledge and expertise when processing Like Kind Exchanges. Maintain relationships with Like Kind Exchange clients with the highest level of client service.
Ensure clients are properly administered as contracted from beginning to end of exchange period involving proper usage of company templates, generate exchange documentation, monitor receipts and disbursements, follow-up with Exchanger of pertinent dates, coordinate with ancillary parties (real estate agents, accountants, attorneys, escrow/settlement agent) involved in exchange transaction necessary to ensure timely funding & settlement.
Fund Accounting Knowledge and/or Experience (desired)
Process general ledger activity for investor level, fund level, investment level transactions.
Prepares and reviews quarterly accounting package, GAAP financial statements.
ESSENTIAL REQUIREMENTS
A minimum of 3 years banking or financial services experience, including trust & escrow knowledge.
3+ years of client service, customer success experience required.
Knowledge and/or experience in Section 1031 Like Kind Exchanges desired.
Knowledge and/or experience in Fund Accounting desired.
Basic understanding of accounting.
Detail oriented skills to support review of legal and financial documents.
Strong skills in Microsoft Office: Word, Excel & Power Point and ability to learn and utilize other technology applications.
Excellent communication skills, both verbal and written.
Ability to timely and effectively meet deadlines throughout the day using organizational skills.
#J-18808-Ljbffr
Email Alert for Senior Administrator - Client Services - Institutional Client Services jobs in San Jose, CA, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.