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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
Posted Today
Assist with processing support functions within area of responsibility by providing customer service to key stakeholders, providing accurate and timely delivery of products and ensuring alignment with productivity and company standards. Primary Responsibilities Assist with delivery of timely and accurate reports and identifying and recommending changes for operational improvements Interpret and ex
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Position at First Business Join our winning team as an Investment Associate II First Business Financial Services (NASDAQ FBIZ) is a Wisconsin based bank holding company and is the parent of the First Business family of companies, managing shareholder relations and providing access to capital for our operating entities. At First Business, we've built a team whose expertise extends to specific typ
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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
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PRUDENTIAL MARKETING ASSISTANT Position Summary Support the Managing Director in general administrative functions. Specific duties and functions are determined by the Managing Director in accordance with company policy. Skills, Knowledge and Experience Needed Client Service skills Initiative Organizational and time management skills Interpersonal and communications skills Ability to prioritize wor
Posted 4 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
Posted 14 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
Posted Today
Provides daily servicing of loans guaranteed by U.S. Small Business Administration (SBA) to ensure compliance with SBA regulatory guidelines and bank lending policies and practices. Essential Duties and Responsibilities To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Essential duties and responsibilities include the following Reviews loan
Posted 11 days ago
Pegasus Partners Ltd.
- Mequon, WI
First and foremost, employees of Pegasus Partners Ltd. are expected to adhere to the firm mission statement Our first responsibility is to the individuals, families and foundations who seek our advice and use our services. Their long term interests shall be paramount. Our second responsibility is to each other. All employees will be fully accountable and respectful to one another. Our third respon
Posted 19 days ago
Assist in department marketing Reconcile commissions Update core 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 Excell
Posted 16 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
Posted Today
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
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Have you ever wondered what it would feel like to be a part of an entrepreneurial company where your unique abilities are celebrated, you increase your creative energy and your role adds value every day? Sound impossible? It's not. La Macchia Enterprises (LME) has a unique story of being family owned for over 40 years. We turn vacation dreams into long lasting memories by focusing on our customers
Posted Today
Investment Associate I (1700011710) 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
Posted Today
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
Posted 11 days ago
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