- Neuberger Berman (Chicago, IL)
- … Analytics Associate, you will play an integral role within the Fixed Income Client Reporting & Portfolio Analytics team based in Chicago, supporting the US ... responsible for compiling portfolio and market specific materials, including institutional client reporting , bespoke institutional client exhibits, portfolio… more
- Publicis Groupe (Chicago, IL)
- …Client Finance Manager. Responsible for client related finance matters including client reporting , client deliverable tracking, staff utilization and ... client profitability analysis and Ad Hoc reporting . **Responsibilities** Client Reporting * Partners with Client Finance Manager to create reports by … more
- JPMorgan Chase (Brooklyn, NY)
- …in the Commercial and Investment Bank's Central Planning & Analysis Team for the role in Client Reporting and Analysis As an Executive Director in the Client ... manage critical deliverables in a fast-paced environment, and contribute to the client reporting agenda. Your strong financial acumen, strategic thinking, and… more
- AssistRx (Orlando, FL)
- …our team of Data Insight Analysts, serving as the intermediary between the Manager, Client Reporting + Analytics and the Data Insight Analysts. The Supervisor ... deliverables and professional growth. . Collaborate closely with the Manager, Client Reporting + Analytics to align team priorities, goals, and deliverables with… more
- BlackRock (Atlanta, GA)
- …a high performing, meritocratic, and culturally inclusive environment. **Key Responsibilities** ** Client Reporting / Investor Support** + Coordinate the ... validate, and aggregate qualitative and quantitative data attributes to service client reporting needs. Perform analysis on performance attribution, exposures,… more
- AON (Alpharetta, GA)
- …form through the use of Excel, Access, or other acceptable forms to create customer client reporting . + Coordinates the gathering of client data from ... contact points periodically. + Maintains reference tables in support of accurate client reporting . + Plans and prepares for new clients, new programs, and new… more
- Neuberger Berman (New York, NY)
- …to ad hoc data requests and provide historical data trends for RFPs and client reporting + Assist with special projects, audits, and regulatory-related ... with team members to master key processes related to the firm's reporting of AUM, client flows, and run-rate revenue + Produce timely and accurate reporting… more
- Somatus (Mclean, VA)
- …KPIs. + Ensure client partnerships are well-maintained through high standards of client reporting and ad-hoc analytic support provided by the team. + Work ... unnecessary utilization, total cost of care (TCOC) and MLR. + Client Success and Reporting , ensuring resiliency in our ability to deliver analytic insights and… more
- Neuberger Berman (New York, NY)
- …mandate onboarding team. On reporting specifically, CSAs are supported by our client reporting and analytics team, which is aligned against each investment ... the Client Advisor(s) supported + Proactively implement the appropriate client servicing standards,including reporting , cadence of portfolio reviews and due… more
- Bank of America (Charlotte, NC)
- …external agents + Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting + Escalates ... Priority Client Services Associate - Global Markets Operations -...This job is responsible for providing moderately complex research, reporting , and analytical support for the delivery of end-to-end… more
- Fooda (Chicago, IL)
- …Associate to oversee the workplace pantry and micromarket operations for a specific enterprise client . Reporting directly to the EVP of Finance & Growth, with a ... company policies. A focus on growth! + Ultimately own the sales reporting and invoicing of the client for accuracy and timely payment. + Serve as the primary… more
- Zelis (NJ)
- …illustrate and validate client outcomes on a consistent basis leveraging client reporting . + Conduct Quarterly Business Reviews: Conduct and lead all ... as well as with leadership. + Experience leveraging data and reporting to accurately identify client and industry trends; able to synthesize data into compelling… more
- Aston Carter (Bellevue, WA)
- …+ Troubleshoot account inquiries for clients + Maintain records in file share + Client reporting , billing, and invoicing + Work with advisors and planners to ... (Job Description) The Client Service Associate will assume responsibility for key...internal team processes + Gather and send key tax reporting documents to clients and their CPAs + Take… more
- Neuberger Berman (New York, NY)
- …performance, transfers, allocations, fees, etc., using various in-house portfolio systems. + ** Client Reporting ** : Provide customized reporting and analysis ... NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+... wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and investment teams,… more
- Zelis (NJ)
- …contract/addendum requests + Jira task management + Business Review data requests + Manage client facing and client reporting needs. + Drive product ... interests that shape who you are. Position Overview Solution Client Manager The Solution Client Manager will have the responsibility of partnering with Strategic… more
- CVS Health (Monroeville, PA)
- …history, identify trends, facilitate relationship building and provide management and client reporting . Other key responsibilities can include providing plan ... all with heart, each and every day. **Position Summary** The Client Support team is hiring Client Support Representatives. The team is looking for a candidate… more
- Jet Aviation (Burbank, CA)
- … client experience team, from analyzing account expenditures, creating customized client reporting and solutions, to building long lasting relationships with ... Client Aviation Specialist Location: Burbank, CA, US, 91505...developed fluency in using the Microsoft Office Suite-particularly Excel-for reporting and reconciliation tasks. + You are highly organized,… more
- Insight Global (Orlando, FL)
- …to processing fund of hedge fund investments on behalf of its clients and providing client reporting . This candidate will serve as a lead for the day-to-day ... Globals top banking clients is looking to add a Client Processing Lead Representative to their Fund Order Processing...team sits within the Alternative Investment Services space, doing client processing within Fund of Hedge Fund Custody, and… more
- Principal Financial Group (Des Moines, IA)
- …examples of the kinds of things you'll do:** + Perform accurate recordkeeping of client reporting and processing owning the complete process, analyzing client ... **What You'll Do** As an **ESOP Client Service Manager 2** on our Employee Stock...You will partner with retirement plan service representatives and client advisors to enhance relationships between customer and company… more
- Sedgwick (Syracuse, NY)
- …designated authority. + Communicating claim activity and processing with the claimant and the client . + Reporting claims to the excess carrier and responding to ... Workplaces in Financial Services & Insurance Workers Compensation Claims Examiner | Dedicated Client | NY License | Capped Caseload | Syracuse, NY (Hybrid Schedule)… more
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