Account Manager, Investor Services

3 weeks ago

Congress Street Suite, United States Artex Full time
Introduction

At Artex, we defy convention and reimagine the possibilities of risk management. Join a team of passionate visionaries, where creativity knows no bounds, and innovative thinking shapes the future. As part of our global family, you'll unlock your potential, turning challenges into opportunities, and creating an impact on a global scale. Dare to innovate, and together, we'll craft a legacy of transformation.

 

We believe that every candidate brings something special to the table, including you So, even if you feel that you’re close but not an exact match, we encourage you to apply.


How you'll make an impact

 Assist with the delivery of a full range of investor services to assigned fund clients
• Ensure timely and accurate processing of subscriptions, redemptions and transfers
• Review offering documents and service agreements for funds, mutual funds, unit
trusts, and partnerships
• Manage client compliance with relevant AML/ATF, FATCA and CRS regulations
• Process the creation and reporting of side pockets for ILS fund structures
• Continually evaluate the efficiency and effectiveness of operational policies, procedures
and controls to ensure timelines are met and errors and operational risk are minimized
• Work closely with management to develop new tools to service new client
requirements
• Perform transfer agency functions including but not limited to processing
subscriptions, redemptions, share transfers and generating client ad-hoc reporting
• Assist with ad-hoc projects, as required


About You

• A University Degree in Business or a related discipline
• Internationally recognized accounting designation advantageous (e.g. ACA/ACCA/CIMA/CPA)
• Recently (within last 2 years) worked a minimum of 4 years for a fund administrator
with at least 2 years’ experience managing investor services staff
• Proven experience creating side pockets for hedge or ILS fund structures preferred
• Advanced knowledge of anti-money laundering regulations, due diligence procedures
and ERISA requirements
• Proven experience managing, training and developing staff including supervisory
experience in a complex operations management department
• Strong understanding of FATCA and CRS regulations
• Excellent computer and business application skills including strong proficiency with
Microsoft Office Suite, with an emphasis on Excel and Word
• Experience in a client facing role with excellent written and verbal communication skills
and problem-solving ability
• Ability to meet tight deadlines and willingness to work extended hours and public
holidays as required


Compensation and benefits

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 

 Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

  • Medical/dental/vision plans, which start from day one
  • Life and accident insurance
  • 401(K) and Roth options
  • Tax-advantaged accounts (HSA, FSA)
  • Educational expense reimbursement
  • Paid parental leave

Other benefits include:

  • Digital mental health services (Talkspace)
  • Flexible work hours (availability varies by office and job function)
  • Training programs
  • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
  • Charitable matching gift program
  • And more...

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

 

  • Service Consultant

    3 weeks ago

    4250 Congress Street Suite 200, United States Gallagher Benefit Services Full time

    IntroductionDiscover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...

  • Sales Intern GSIP

    3 weeks ago

    4250 Congress Street Suite 200, United States Gallagher Benefit Services Full time

    IntroductionDiscover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...

  • Benefits Resource Representative Senior

    2 weeks ago

    4250 Congress Street Suite 200, United States Gallagher Benefit Services Full time

    IntroductionDiscover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...

  • Account Manager

    3 weeks ago

    8 Cadillac Drive, Creekside Crossing Suite 200, United States Gallagher Benefit Services Full time

    IntroductionDiscover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...

  • Benefit Account Manager

    3 weeks ago

    8 Cadillac Drive, Creekside Crossing Suite 200, United States Gallagher Benefit Services Full time

    IntroductionDiscover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...

  • Account Manager

    3 weeks ago

    1900 West Loop South Suite 1600, United States Gallagher Benefit Services Full time

    IntroductionDiscover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...

  • Environmental Services Manager in Training Position

    6 days ago

    Street, United States Crothall Healthcare Full time

    Job OverviewCrothall Healthcare is seeking a highly motivated and detail-oriented Environmental Services Manager in Training to join our team. As an Environmental Services Manager in Training, you will gain hands-on experience in managing environmental services operations, including safety, quality control, maintenance, and housekeeping. You will also...

  • Eating Disorder Therapist

    2 weeks ago

    Congress, United States Rosewood Services Full time

    Job SummaryWe are seeking a skilled Mental Health Therapist to join our multi-disciplinary treatment team at Rosewood Services. This position offers a 3 day work week with 30 hours of work per week.ResponsibilitiesProvide individual, group, and family therapy to patients with eating disorders and co-occurring addictions and disorders.Serve as liaison with...

  • Account Executive

    3 weeks ago

    444 Liberty Avenue Suite 805, United States Gallagher Benefit Services Full time

    IntroductionDiscover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...

  • Licensed Therapist for Eating Disorder Treatment Program

    2 weeks ago

    Congress, United States Rosewood Services Full time

    Job Title: Licensed Therapist for Eating Disorder Treatment ProgramWe are seeking a highly skilled and compassionate Licensed Therapist to join our multi-disciplinary treatment team at a leading eating disorder treatment program in Wickenburg, AZ.Responsibilities:Provide individual, group, and family therapy sessions to clients with eating disorders.Serve as...

  • Customer Service Representative

    6 days ago

    Street, United States Casella Waste Systems Full time

    Job SummaryThe Customer Care Representative provides exceptional service to our customers by responding to a high volume of inbound customer calls, inquiries, and requests. This role requires active engagement with customers to ensure complete understanding of their issues and provide accurate and efficient responses in a prompt, respectful, and courteous...

  • Speech Language Pathologist

    1 month ago

    Congress, United States Soliant Full time

    Job DescriptionJob DescriptionMinimum 1+ years speech therapy experience required.If you are seeking a new opportunity to positively impact the lives of children as an SLP, this job is for you! Soliant Health is seeking a dedicated Speech Language Pathologist who is interested in working with an amazing school districtin the Congress, Arizona area. In this...

  • Speech Language Pathologist

    1 month ago

    Congress, United States Soliant Full time

    Job DescriptionJob DescriptionMinimum 1+ years speech therapy experience required.If you are seeking a new opportunity to positively impact the lives of children as an SLP, this job is for you! Soliant Health is seeking a dedicated Speech Language Pathologist who is interested in working with an amazing school districtin the Congress, Arizona area. In this...

  • COOK FT

    1 month ago

    Congress, United States Wild West Saloon LLC (dba DEPOT) Full time

    Job DescriptionJob DescriptionCOOK - Congress AZ (near Wickenburg)Salary: $18.00 hr - $ 26.00 hrJob SummaryPrepares, seasons and bake PIZZA, APPETIZERS and CHICKEN WINGS. Also prepares House salads and Chef SaladsGeneral AccountabilitiesInspects and clean food preparation areas or serving areas to ensure safe and sanitary food-handling practices.Ensures food...

  • Food Service Operations Manager

    2 weeks ago

    Willow Street, Pennsylvania, United States Amtec Global Solutions Inc Full time

    Job SummaryAmtec Global Solutions Inc is seeking a highly skilled Food Service Lead to join our team at Lancaster Career and Technical Center. As a key member of our food service team, you will be responsible for overseeing daily kitchen operations, ensuring food safety and quality, and providing exceptional customer service.Key ResponsibilitiesCoordinate...

  • Client Manager

    3 weeks ago

    12750 Merit Drive Suite 1000, United States Gallagher Benefit Services Full time

    IntroductionDiscover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...

  • Mental Health Therapist

    3 weeks ago

    Congress, United States Rosewood Full time

    We save lives while providing the opportunity for people to realize their healthy selves.: Mental Health Therapist (3 day work week)Monte Nido RosewoodWickenburg, AZ At Monte Nido Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary...

  • Primary Therapist

    3 weeks ago

    Congress, United States Rosewood Full time

    We save lives while providing the opportunity for people to realize their healthy selves.: Primary Therapist (Flexible Schedule/$15k* bonus) Monte Nido RosewoodWickenburg, AZ We seek a dedicated and empathetic Therapist to join our team. The ideal candidate will have interest and/or experience working with individuals dealing with eating disorders,...

  • Mental Health Therapist

    1 week ago

    Congress, United States Rosewood Full time

    We save lives while providing the opportunity for people to realize their healthy selves.: Primary Therapist (3 day work week)Monte Nido RosewoodWickenburg, AZ At Monte Nido Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary...

  • Client Service Leader

    3 weeks ago

    13333 California Street 2nd Floor, United States Gallagher Benefit Services Full time

    IntroductionDiscover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...