Client Services Executive

3 weeks ago

Villa Park, United States Engtal Inc Full time

Client Services - Transfer Agent

Oakbrook IL, hybrid (Monday-Wednesday in office, Thursday and Friday WFH)



To be considered for an interview, please make sure your application is full in line with the job specs as found below.

Engtal’s client is a fund administration specialized in hedge funds, real estate, cryptocurrency, venture capital, mergers, and private equity funding. This is a global business with offices in 6 continents and they are debt free. They have continued to do well even in down markets and expanded exponentially over the last couple years.

USPs – why them? –

  • They are well recognized in the space, with 30 years in the industry and over 25 awards they are well respected
  • They are seeing exponential growth and have grown the Oakbrook office from 33-53 in three years.
  • They have grown their clientele from 1,000 to 2,500 in the last three years
  • High growth potential, this role could grow into overseeing a team, running operations, specializing in an area, etc.
  • Their client retention is 99%, which is well above industry standard
  • Opportunity for profit sharing within their benefits
  • They give back to the community and have donated to the following causes: Greater Chicago Food Depository, Heart to Heart Foundation, Akshaya Patra Foundation, in addition to many other non-profits

Products / Services (Webs) –

Engtals’s client is a fund administrator that offers cost effective and reliable fund solutions. They are in the top 10 globally for hedge fund administrators, standing at $260B in assets.

On a Given Day, You Will:

  • Serve as the liaison between our clients, their investors, and other parties such as counterparties and auditors.
  • Answer questions and provide confirmations on investments, AML (Anti-Money Laundering), KYC (Know Your Customer) of new account opening, Fed and SWIFT wires, and ACH payments.
  • Assist investors by accurately answering questions regarding eligibility to enter and exit funds.
  • Identify needs and quickly assess issues, ask appropriate questions, and complete research in order to provide solutions to the client’s satisfaction and within legal compliance.
  • Guide clients and investors on how to access statements by using the online portal for documents and transactions.
  • Exhibit a welcoming, client-focused approach to all interactions and use professional communications, verbal and written, that are clear and concise.
  • Be well-versed and knowledgeable in entering and exiting funds, and solve complex client issues including AML, KYC, EDD, source verifications.
  • Independently research industry best practices and regulatory mandates to answer client and investor questions.
  • Organizational excellence - experience in organizing resources, procedures, and tools efficiently and effectively to quickly resolve issues and compose messages and documentation for clients.

Required Qualifications:

  • 7+ years of financial services experience at a financial institution such as a bank, private bank, brokerage firm, or fund administrator.
  • Strong knowledge of fund administration, fund operations, financial services or regulatory environments.
  • Expert knowledge of transfer agency operations, policies, and procedures.

Salary

Determined based on years of experience. Will offer a competitive rate. Candidates who apply need at least 7 years in the financial services/banking space to be considered.

  • Senior Sales Executive

    4 weeks ago

    Villa Park, United States Daugherty Business Solutions Full time

    Title: Senior Sales Executive - Chicago Overview: Daugherty Business Solutions is a technology consulting company focused on leading transformational and go-to-market solutions for our Fortune 500 clients. Were a vibrant culture of visionary thinkers and doers, all dedicated to helping our clients' business thrive. We know technology inside and out, but what...

  • Senior Sales Executive

    2 weeks ago

    Villa Park, United States Daugherty Business Solutions Full time

    Title: Senior Sales Executive - Chicago Overview: Daugherty Business Solutions is a technology consulting company focused on leading transformational and go-to-market solutions for our Fortune 500 clients. Were a vibrant culture of visionary thinkers and doers, all dedicated to helping our clients' business thrive. We know technology inside and out, but what...

  • New Client Services

    3 weeks ago

    Villa Park, United States Dan Delacruz State Farm Agency Full time

    Job DescriptionJob Description Interested in a career and not just a job?We are a volume organization and we are looking for our next great team member. We are an established, growth-oriented agency with a team of highly motivated individuals.About Our AgencyTwo locations to work from: Niles & Villa Park .Currently comprised of 12 bi-lingual team...

  • New Client Services

    2 weeks ago

    Villa Park, United States Dan Delacruz State Farm Agency Full time

    Job DescriptionJob Description Interested in a career and not just a job?We are a volume organization and we are looking for our next great team member. We are an established, growth-oriented agency with a team of highly motivated individuals.About Our AgencyTwo locations to work from: Niles & Villa Park .Currently comprised of 12 bi-lingual team...

  • Client Service Consultant

    3 weeks ago

    Clifton Park, United States GTM Payroll Services Full time

    Job Description Job Description Are you a skilled communicator with a knack for navigating challenging situations? Are you ready to provide unparalleled service to households in need of solutions? Join our growing Household Services team as a Client Services Consultant and make an impact on our clients' lives in real time. About the Role: As a Client...

  • Client Support Technician

    1 week ago

    Villa Park, United States Delaware Nation Industries Full time

    Overview: **Responsibilities**: - Provide end user device support to include all aspects to resolve customer incidents including, but not limited to; installing, connecting, troubleshooting, repairing, and deploying laptop/desktop hardware and all networked and non-network peripherals and software. - Provide troubleshooting and remedy for IT related...

  • Client Service Consultant

    3 weeks ago

    Clifton Park, United States GTM Payroll Services, Inc. Full time

    Are you a skilled communicator with a knack for navigating challenging situations? Are you ready to provide unparalleled service to households in need of solutions? Join our growing Household Services team as a Client Services Consultant and make an impact on our clients' lives in real time. About the Role: As a Client Services Consultant, you will be the...

  • Client Service Consultant

    3 weeks ago

    Clifton Park, United States GTM Payroll Services Inc Full time

    Job DescriptionJob DescriptionAre you a skilled communicator with a knack for navigating challenging situations? Are you ready to provide unparalleled service to households in need of solutions? Join our growing Household Services team as a Client Services Consultant and make an impact on our clients' lives in real time.About the Role:As a Client...

  • Accounting Services Specialist

    3 weeks ago

    Villa Park, United States CRAY KAISER LTD Full time

    Job DescriptionJob DescriptionDescription:Now Hiring: Accounting Services Specialist· Are you looking for variety in your work that serves a diverse client base?· Do you desire growth in your career? · Would you like to work with a firm that values you and invests in you?· Do our Core Values resonate with you? Education-Integrity-People-Care-TrustIf this...

  • Accounting Services Specialist

    2 weeks ago

    Villa Park, United States CRAY KAISER LTD Full time

    Job DescriptionJob DescriptionDescription:Now Hiring: Accounting Services Specialist· Are you looking for variety in your work that serves a diverse client base?· Do you desire growth in your career? · Would you like to work with a firm that values you and invests in you?· Do our Core Values resonate with you? Education-Integrity-People-Care-TrustIf this...

  • Sales Account Executive

    3 weeks ago

    Villa Park, United States Fusion Transport Full time

    Job DescriptionJob DescriptionAbout Fusion TransportDelivering Next-Generation Logistics SolutionsFusion Transport offer more than 40 years of industry leading experience providing customized supply chain solutions. We are a rapidly growing $300M+ company with nationwide presence. We are an integrated third-party logistics company, with a brokerage division,...

  • Client Services Support Manager

    2 weeks ago

    Litchfield Park, United States Saddle Creek Logistics Services Full time

    **Work Location**:All Saddle Creek Logistics Services Locations are Eligible with preference for the West locations (Texas, Phoenix, Vegas, Joliet) **Schedule Type**: Hybrid **Position Description** Client Services Support Manager is responsible for partnering, training, and educating our operational Client Services teams. They assist all levels of the...

  • Director, Account Executives

    4 weeks ago

    Overland Park, United States Propio Language Services Full time

    Propio Language Services is transforming communication by developing tools and technologies that make it easier and more efficient for clients to engage with the Limited English Proficiency Population to improve access to healthcare and essential services in social services, education, legal and many others. We are seeking an accomplished individual for the...

  • Director, Account Executives

    3 weeks ago

    Overland Park, United States Propio Language Services Full time

    Propio Language Services is transforming communication by developing tools and technologies that make it easier and more efficient for clients to engage with the Limited English Proficiency Population to improve access to healthcare and essential services in social services, education, legal and many others. We are seeking an accomplished individual for the...

  • Client Sales Executive

    3 weeks ago

    Overland Park, United States NetSmart Full time

    Embark on an exhilarating journey as we reimagine what Healthcare Technology should be. As a Client Sales Executive, your ambition to exceed your annual sales quotas will transform into reality. This isn't just any sales position-it's your chance to dive headfirst into sales with key clients, while shaping the future of Healthcare Technology solutions....

  • Client Sales Executive

    1 week ago

    Overland Park, United States NetSmart Full time

    Embark on an exhilarating journey as we reimagine what Healthcare Technology should be. As a Client Sales Executive, your ambition to exceed your annual sales quotas will transform into reality. This isn't just any sales position-it's your chance to dive headfirst into sales with key clients, while shaping the future of Healthcare Technology solutions....

  • Director, Account Executives

    4 weeks ago

    Overland Park, United States Propio Language Services Full time

    PropioLanguage Servicesis transforming communication by developing tools and technologies that make it easier and more efficient for clients to engage with the Limited English Proficiency Population to improve access to healthcare and essential services in social services, education, legal and many others. We are seeking an accomplished individual for the...

  • Director, Account Executives

    2 months ago

    Overland Park, United States Propio Language Services Full time

    PropioLanguage Servicesis transforming communication by developing tools and technologies that make it easier and more efficient for clients to engage with the Limited English Proficiency Population to improve access to healthcare and essential services in social services, education, legal and many others.We are seeking an accomplished individual for the...

  • Client Services Support Associate

    2 months ago

    Oak Park, United States Shaker Recruitment Marketing Full time

    **Company Description** What we do at Shaker matters. We help to connect people with jobs. A recruitment marketing pioneer since 1951, Shaker is a full-service agency specializing in highly customized communications and strategies for attracting and retaining the right talent...in the right places, with the right messages. That takes smarts and creativity....

  • Client Services Support Associate

    5 days ago

    Oak Park, United States Shaker Recruitment Marketing Full time

    **Company Description** What we do at Shaker matters. We help to connect people with jobs. A recruitment marketing pioneer since 1951, Shaker is a full-service agency specializing in highly customized communications and strategies for attracting and retaining the right talent...in the right places, with the right messages. That takes smarts and creativity....