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Our client, a full service advisory and wealth management company recently voted as one of Milwaukee’s Fastest Growing Firms, is searching for a Client Service Manager. This position acts as one of the primary points of contact for wealth management clients and works closely with a Financial Advisor to assist with administration and organization of all responsibilities. Duties include but ar
Full Time / High School or Equivalent Required
Posted Today
UMB Financial Corporation - 
Kansas City, MO / Milwaukee, WI
Responsibilities The AI Operations Specialist will be responsible for reviewing, inputting, and recording investment related documents for hedge and alternative fund issuers, administrators and their investors. Key functions include Ensure that all transactions are processed accurately, timely, and completed in their entirety Participate in projects/project teams and client conversions Test new sy
Full Time / Bachelor's Degree Required
Posted Today
The Fund Development Coordinator will Identify, cultivate, solicit and steward donors for the Fundraising and Communications Department. This position will manage and maintain the fundraising database. And will be responsible as the project lead on planning and executing IF fundraising events with the help of the Fund Development and Marketing Team. Staff is expected to be in the office during reg
Full Time / Bachelor's Degree Required
Posted 2 days ago
Bankers’ Bank, Madison, WI Client Service Associate Full Tim, Non Exempt, M F, 8am 5pm Join the team of professionals at Bankers’ Bank and become part of company that is built on excellence, dedicated to our customers, and supports local community banks. At Bankers' Bank, you'll find a rewarding career that will allow you to grow as a professional while gaining insight as to ho
Full Time / High School or Equivalent Required
Posted 7 days ago
Assist in department Marketing Reconcile commissions Update Jack Henry System Referral management Assist with department charts and reports Assist with Medallion program support Critical Competencies Accuracy Customer Service Excellence Teamwork Requirements High school diploma or GED 2 3 years of experience in a clerical or administrative role Experience within the Investment industry preferred
Part Time / High School or Equivalent Required
Posted 6 days ago
For nearly 95 years, Baird has provided high quality financial advice and services with clients' best interests in mind. Employee owned and independent, Baird serves individuals, foundations, organizations and municipalities across the country as well as corporations and institutions around the world from more than 100 offices in the U.S., Europe and Asia. Baird has more than $171 billion in clien
Full Time
Posted 13 days ago
UMB Financial Corporation - 
Kansas City, MO / Milwaukee, WI
Perform transfer agent accounting functions and review completed work for private equity, alternative investment and dividend reinvestment clients. Verify and reconcile all investor cash and share activity Verify monthly valuations Create share sheets, deal boards and cash letters Meet daily fund deadlines and other fund related time requirements Respond to any questions or inquiries from internal
Full Time / Bachelor's Degree Required
Posted 18 days ago
The Private Equity Analyst is responsible for creating and performing real estate financial and market analysis for the Company’s real estate acquisition, development and investment activities. This position will create pro formas, collect and analyze due diligence information, marketing analysis, draft investment update reports, and other related duties. Principal Duties and Responsibilitie
Full Time / Bachelor's Degree Required
Posted 18 days ago
Primary duties Assessing defaulted loan situation to determine involvement and interest of related parties (landlord, counsel, distributor) and making determination of collateral value to design alternative proposals for our secured position Select course of action and facilitate commercial lease negotiations, coordinate efforts of local distribution to support course of action, and negotiate purc
Full Time / Bachelor's Degree Required
Posted 23 days ago
We are seeking a detail oriented individual who understands the importance of providing exceptional client service and thrives in a fast paced, dynamic environment. This individual will work alongside a team of Investment Bankers on the Global Technology and Services Team to construct marketing materials, organize databases, and assist the team in cultivating relationships with companies and inves
Full Time / Bachelor's Degree Required
Posted 19 days ago
Investment Associate I (1700008936) The Investment Associate I is accountable to provide sales and administrative support to assigned Financial Advisor(s) to support the achievement of sales objectives, client service objectives and overall business growth. This role will provide specialized support related to investment client services issues, addressing day to day client concerns and issues as w
Full Time
Posted 24 days ago
include but are not limited to Provide customer service and support to Field Representatives on various tools and applications Answer questions via phone and email regarding the navigation and utilization of the front office applications Assist in problem solving and escalation of issues as appropriate to other areas of the firm Assist with training, system testing and feedback reporting Assists i
Full Time / Associate Degree Required
Posted 10 days ago
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a Relationship Manager II within PNC's Public Finance organization, you will be based in Milwaukee, Wisconsin. The position will be focused on a developing, building and managing a book of business in WI focusing on the full
Full Time
Posted 2 days ago
Wells Fargo - 
Menomonee Falls, WI / San Francisco, CA / Charlotte, NC / 1 more...
Assigned activities across product development, acquisitions, and competitive intelligence, especially business case development. Partner closely with Product Management, Investments, Sales and other groups for discovery of opportunities as well as implementation. Contribute to pro active and reactive acquisition initiatives, as assigned. Communicate and present initiatives broadly across our orga
Full Time / Graduate Degree Required
Posted 2 days ago
Wells Fargo Asset Management (WFAM) brings together a strategic balance of investment capabilities to serve the investment needs of our clients worldwide institutions, financial advisors, and individuals. Our mission is to deliver superior investment service to our institutional clients globally across a wide variety of equity, fixed income and multi asset portfolios. WFAM is a trade name used by
Full Time / Bachelor's Degree Required
Posted 6 days ago
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