Service Portfolio Manager Jobs

Leavell Investments - Birmingham, AL, United States

three specific team members to each client account: an Investment Counselor (IC), a Portfolio Manager (PM), and a Client Services Representative (CSR). These team members work in concert to listen

from: linkedin.com - 10 days ago

WH Cornerstone Investments - Kingston, MA, United States

, transfer, and manage client accounts. Client and team meetings as required; special projects, as appropriate, back up for Client Service Manager, as needed. Work with the firm’s partners to communicate

from: linkedin.com - 11 days ago

World Wide Technology - , MA, United States

relevant solutions including Infrastructure Modernization, Multi-Cloud Architecture, Security, and Digital Transformation while positioning WWT’s strong Services portfolio. Responsibilities: Build brand

from: linkedin.com - 10 days ago

Royal Business Bank - New York, NY, United States (+1 location)

Bank Secrecy Act. DUTIES Service credit needs of existing legacy and portfolio loan customers. Process and monitor daily activities for loan advance transaction and construction disbursement. Assists

from: linkedin.com - 30 days ago

H.I.G. Capital - Coral Gables, FL, United States

a plus. Prior use of Visual Portfolio Manager (“VPM”) or similar credit platform systems (Wall Street Office, Geneva, CDO Suite), Clearpar, IVP’s SRM and Polaris or Portfolio BI a plus. Leads by example

from: linkedin.com - 12 days ago

Ascendo Resources - North Miami Beach, FL, United States

the firm’s Portfolio Managers. Ensuring the smooth functioning of all non-trading processes. You will thrive in a fast paced environment and enjoy dealing with clients, your position is the contact for service

from: linkedin.com - 11 days ago

Premier Commercial Group - Tallahassee, FL, United States

to add a Loan Portfolio Manager to our team. If you have experience in finance or banking and have an interest in real estate development, you may be the perfect fit for PCG. Here are some other

from: linkedin.com - 12 days ago

Rockland Trust - Providence, RI, United States

will utilize their credit skills to primarily underwrite for a portfolio of both commercial real estate (CRE) and C&I loans. The incumbent will work closely with Portfolio Managers on the Credit Team

from: linkedin.com - 13 days ago

BBVA - New York, NY, United States

Corporate Clients - US Sustainable Banking Relationship Managers in developing, marketing, and delivering the bank’s wide range of banking products and services to corporate clients within a defined set

from: linkedin.com - 13 days ago

Cooper White Group - Miami, FL, United States (+7 locations)

. Collaborate with internal teams, including portfolio managers, analysts, and support staff, to deliver exceptional service and outcomes for clients. Qualifications: Bachelor's degree in Finance, Economics

from: linkedin.com - 13 days ago