2mo
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Client Servicing Division Lead - Asset Management
Boise or New York City
HybridFull Time
10+ YOE8+ MgmtLead asset management client servicing teams; 10+ years in asset management/investment operations; strong leadership, client relationships, and data-driven decision making (NPS/CSAT).
Microsoft Office
1w
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Lead Client Servicing Associate
Boise, Idaho, United States
OnsiteFull Time
2+ YOEBachelor's in accounting/finance or business, 2+ years relevant experience, strong investment accounting knowledge, Microsoft Office proficiency, excellent communication, attention to detail, and problem-solving skills.
Microsoft Office
1mo
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Lead Client Servicing Associate
Boise, Idaho, United States
OnsiteFull Time
2+ YOEBachelor's in accounting/finance/business, 2+ years relevant experience, strong investment accounting and financial statement knowledge, Microsoft Office proficiency, excellent communication, documentation, and problem-solving skills.
Microsoft Office
2mo
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Sr. Program Manager
Boise, Idaho, United States
OnsiteFull Time
7+ YOE7+ MgmtLead multi-stakeholder implementations, manage budgets, timelines, and cross-functional teams; strong PM, financial services experience, and client-facing skills.
JIRA, Excel, Clarizen, Salesforce, Microsoft Office
3w
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Work From Home - Manager in Training
Boise, Idaho, United States
RemoteFull Time
Self-motivated and coachable with a strong work ethic; comfortable working from home, using Zoom for interviews, and working with warm leads to help clients set up services.
Zoom