14 fund services associate jobs found

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary of the Role: As a Client Services Associate, you will develop long-term positive relationships with our clients both by getting to know them personally, as well as handling all their account servicing needs with ease. Whether someone needs help with a big project or a small question, they will feel confident calling you because you are friendly, capable, and reliable. When you own a task, you follow it through to the very end. You have a thorough understanding of financial terms, offerings, processes, and resources, and know how to tailor those...

Manatt, Phelps & Phillips, LLP Job Description Manatt, Phelps & Phillips, LLP is seeking a highly qualified associate with four or more years of substantive corporate finance transactions experience to join our financial services practice. Ideal candidates will have in-depth financial services experience, focusing on corporate transactional and regulatory work involving both new and established companies in the token, digital & technology, blockchain and cryptocurrency space. The position will concentrate on matters involving blockchain as well as venture financings, digital assets, payments, lending, fund formation, alternative lending, regulatory enforcement work, and counseling clients on process and compliance matters. This is an exciting opportunity to represent emerging and growth-stage companies at the forefront of the financial services industry's digital transformation, as well as traditional financial and technology companies seeking to enter the...

Manatt, Phelps & Phillips, LLP Job Description Manatt, Phelps & Phillips, LLP is seeking a highly qualified associate with four or more years of substantive corporate finance transactions experience to join our financial services practice. Ideal candidates will have in-depth financial services experience, focusing on corporate transactional and regulatory work involving both new and established companies in the token, digital & technology, blockchain and cryptocurrency space. The position will concentrate on matters involving blockchain as well as venture financings, digital assets, payments, lending, fund formation, alternative lending, regulatory enforcement work, and counseling clients on process and compliance matters. This is an exciting opportunity to represent emerging and growth-stage companies at the forefront of the financial services industry's digital transformation, as well as traditional financial and technology companies seeking to enter the...

CSAA Insurance Group CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. Here, every employee shapes our mission. We build innovative, human-centered solutions that help AAA members prevent, prepare for, and recover from life's uncertainties. You will join a collaborative, inclusive culture where your strengths have room to grow and your ideas can drive real impact. Step into a role where you can contribute to our shared success through meaningful work. We are actively hiring for an Information Architecture Governance Advisor - Remote! Your Role: The Information Architecture Governance Advisor owns the design and implementation of an enterprise information model. Establishes and carries out enterprise data and information architecture policies, standards, and processes according to guidelines. Is responsible for structuring, organizing, and communicating information in a way that...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This is an in-office position. Location options are: 401 East Jackson Street, Tampa FL or 1777 Main Street, Sarasota, FL or 12751 New Brittany Blvd, Fort Myers, FL 33907 or 200 South Nokomis Ave Venice, FL...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This is an in-office position. Location options are: 401 East Jackson Street, Tampa FL or 1777 Main Street, Sarasota, FL or 12751 New Brittany Blvd, Fort Myers, FL 33907 or 200 South Nokomis Ave Venice, FL...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This is an in-office position. Location options are: 401 East Jackson Street, Tampa FL or 1777 Main Street, Sarasota, FL or 12751 New Brittany Blvd, Fort Myers, FL 33907 or 200 South Nokomis Ave Venice, FL...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This is an in-office position. Location options are: 401 East Jackson Street, Tampa FL or 1777 Main Street, Sarasota, FL or 12751 New Brittany Blvd, Fort Myers, FL 33907 or 200 South Nokomis Ave Venice, FL...

Fidelity Investments Job Description: The Role Supporting the operations of the Fidelity Compliance Programs by daily monitoring of trade activities for specific equity, fixed income and alternative funds and accounts to ensure that their investment policy limitations are followed Communicating client, regulatory, prospectus, Board, and internal policies to portfolio managers and traders Educating portfolio managers and traders on applicable fund/account guidelines and trading policies; and implementing effective mechanisms to provide timely reporting Monitoring complex investment strategies Providing AMC management with information on current trends and issues recognized during assignments and recommend plans for improvement This role will include a blend of at-home and in-office work. Learn more about how Fidelity has embraced Dynamic Working . The Expertise and Skills You Bring Bachelor's degree in a business discipline (finance, general...

New York Life Insurance Company Location Designation: Hybrid - 3 days per week We are seeking an experienced QA Test Engineering Lead to lead quality assurance for the Claims & Money Movement train within the Service Experience value stream. This role is responsible for defining and driving the endtoend quality strategy across complex, highly integrated servicing platforms that support claims processing, payments, disbursements, and financial transactions. As a QA lead, you will operate as a train-level quality leader, partnering closely with Product Owners, Development Managers, Solution Leads, and Architects to ensure the delivery of highquality, compliant, and scalable solutions. You will set testing direction, advance automation and AIenabled quality capabilities, mentor QA engineers, and ensure consistent adoption of quality standards across multiple Agile teams. What You'll Do: QA Leadership & Strategy Own and lead the train-level QA strategy for...

New York Life Insurance Company Location Designation: Hybrid - 3 days per week The Head of Claims & Benefits Operations, will drive operational excellence within Claims & Benefits and lead enterprise-wide service execution across Service Operations. This leader is accountable for the end-to-end performance of a large, complex organization of claims professionals, including the Claims Contact Center, Life Claims, Annuity Claims, and Waiver of Premium Claims. The organization is responsible for paying approximately $5 billion in claims annually and plays a critical role in delivering on New York Life's promise to policyholders and beneficiaries during pivotal life moments. As a core member of the Service Operations Senior Leadership Team, this role guides and supports overall service strategy and execution, partnering closely with Service Experience, Technology, Risk, Compliance, Finance, and Field leadership to deliver a unified, customer-first service model....

Sharp HealthCare Hours : Shift Start Time: Variable Shift End Time: Variable AWS Hours Requirement: 8/40 - 8 Hour Shift Additional Shift Information: 6 AM - 8 AM Start Weekend Requirements: No Weekends On-Call Required: No Hourly Pay Range (Minimum - Midpoint - Maximum): $49.700 - $64.130 - $71.820 The stated pay scale reflects the range that Sharp reasonably expects to pay for this position. The actual pay rate and pay grade for this position will be dependent on a variety of factors, including an applicant's years of experience, unique skills and abilities, education, alignment with similar internal candidates, marketplace factors, other requirements for the position, and employer business practices. What You Will Do The Sr Financial Analyst-Retail is responsible for leading and optimizing the financial performance of Sharp Rees-Stealy's retail businesses, programs, and centers; to include, but is not limited to:...

CSAA Insurance Group CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. Here, every employee shapes our mission. We build innovative, human-centered solutions that help AAA members prevent, prepare for, and recover from life's uncertainties. You will join a collaborative, inclusive culture where your strengths have room to grow and your ideas can drive real impact. Step into a role where you can contribute to our shared success through meaningful work. We are actively hiring for an Associate State Product Manager - CA Auto - Remote! Your Role: As an Associate State Product Manager for California Auto you will lead strategic initiatives that drive profitable growth across multiple products and distribution channels. In this high-impact role, you'll guide the business planning process, monitor performance, and implement key actions to achieve financial and strategic goals. You'll...

New York Life Insurance Company Location Designation: Hybrid - 3 days per week Role Overview: As a Senior Associate within New York Life's Institutional Retirement Income Solutions team, you'll play a key role in driving growth across two of the company's strategic business segments: Defined Contribution (DC) Retirement Income and Pension Risk Transfer (PRT). This is a unique opportunity to work at the intersection of product strategy, market analysis, and business development in a rapidly evolving retirement landscape. You'll support strategic initiatives, contribute to competitive positioning, and help shape how New York Life delivers retirement security to plan sponsors and participants. Your analytical mindset and collaborative approach will directly support the team's mission to expand NYL's presence in the institutional retirement market. What You'll Do: Support PRT product management activities, including pricing coordination, case support, process...