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Steadfast Financial LP

New York, New York

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Austin Asset

Austin, Texas

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Massachusetts Institute of Technology (MIT)

Cambridge, Massachusetts

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Washington University in St. Louis

St. Louis, Missouri

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Community College of Rhode Island

Warwick, Rhode Island

Empire Asset Finance, LLC

United States - Nationwide

Indiana CPA Society

Indianapolis

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Weill Cornell Medicine

New York, New York

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University of Michigan - Ann Arbor

Ann Arbor, Michigan

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Atlantic Health

Morristown, New Jersey

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University of California Office of the President

Oakland, California

Old Dominion University

Norfolk, Virginia

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Construction Financial Management Association

Remote

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Cushman Wakefield Multifamily

Greater London,

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Homestead Advisers

Not Specific, Texas

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Johns Hopkins University

Baltimore, Maryland

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Northeastern University

Boston, Massachusetts

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Northeastern University

Boston, Massachusetts

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Northeastern University

Boston, Massachusetts

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Northeastern University

Boston, Massachusetts

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Portfolio Administration, Client Relationship Manager (CRM), West Region
Job TitlePortfolio Administration, Client Relationship Manager (CRM), West Region Job Description SummaryResponsible for driving profitability, overall client satisfaction and exceptional service delivery for all assigned Portfolio Administration accounts within the assigned region. Provide leadership and management across all aspects of the accounts, for relationship management, growth & talent, culture management and financial performance.➢ The overall role includes but is not limited to the management of the following:o Drive an inclusive and positive culture o Manager and associate developmento Escalation point for client & associate matters o Client experience o Service delivery standards o Assist with staff


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