- The Millennium Group (Red Bank, NJ)
- …who can uniquely contribute to our 30+ years of success in the industry. The Client Reporting Associate is responsible for a full range of activities ... This is a unique opportunity to collaborate with our operations teams. Our Client Reporting Associate responsibilities include, but are not limited to: + Use… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within ... Wealth Management business. The candidate will support the production of client performance reports including scheduled and ad-hoc requests. Additionally, candidate… more
- Publicis Groupe (New York, NY)
- …multiple agencies. Financial business partner to Publicis Agencies client teams reporting to the Director, Client Reporting . Independently driving ... business trajectory in order to make business decisions. **Responsibilities:** ** Client Reporting ** + Work closely with ... plan and plans for rolling forecasts + Assist Client Finance Associate Director/Director in the development… more
- Publicis Groupe (New York, NY)
- …for one of our most dynamic and exciting clients at the agency. As an Associate Director, Media Measurement and Reporting , you will report directly into the ... collaboration with global strategy and media teams in development of final client deliverables (strategy plans, data delivery, campaign reporting , measurement… more
- KPMG (New York, NY)
- **Business Title:** NYFS Senior Associate , Information Reporting & Withholding - COE **Requisition Number:** 108594 - 68 **Function:** Tax Services **Area of ... a firm. KPMG is currently seeking a NYFS Senior Associate , Information Reporting & Withholding - COE...for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by… more
- SMBC (Jersey City, NJ)
- …SMBC is seeking a self -motivated and diligent professional for the associate position within the Controllers - Regulatory Reporting Analysis Group. ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... prospecting for new clients. * Prepares various business summary reports and client -specific reporting as needed for review by the financial advisor. * Creates… more
- MUFG (New York, NY)
- …A member of our recruitment team will provide more details. **Position Summary:** EFX Sales/ Client Services Associate will provide EFX coverage of clients in the ... strategic partner to enlarge FX business with eFX technology + Gathering and reporting of client feedback and requirements + Attendance at client visits to… more
- Neuberger Berman (New York, NY)
- **Summary:** The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman Private Wealth. The ... fees, etc. by utilizing various in-house portfolio systems. + Provide customized reporting and analysis to client or Wealth Advisor team on a regular or ad hoc… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... competitive portfolio of benefits to its employees. **Role Description** **JOB SUMMARY:** Reporting to the Director of Analytics and Governance in the Business… more
- Publicis Groupe (New York, NY)
- …sociology, psychology, and other liberal arts disciplines. **Job Description** Overview: The Senior Associate , Client Operations will be part of a growing ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate Director and… more
- Santander US (Florham Park, NJ)
- Client Service Associate , Investments, Florham Park, NJ Country: United States of America The Client Service Associate (CSA) is a sales support role ... have sales experience or aspires to a brokerage sales career. Respect for the client , both our internal partners and external Bank clients is paramount in importance… more
- S&P Global (New York, NY)
- …existing systems and provide guidance on additional products. + Analyze complex client inquiries through application of product knowledge and client ... daily with CTI software engineers to troubleshoot and resolve client issues and implement customizations. + Lead meetings with...role in a software company and/or Tax Withholding and Reporting experience preferred. + Proficient in MS Office Suite,… more
- WTW (New York, NY)
- …guidance on the open items with clients. Provide leadership and support for ongoing client projects and subsequent reporting and analysis (ie: Client ... person will lead, project manage and ensure timely execution on all client service activities including day-today account management and strategic initiatives. This… more
- Citigroup (Staten Island, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 2-5 years relevant… more
- Veritext Legal Solutions (Livingston, NJ)
- …Providing our clients with exceptional service is the foundation of our business. In Client Services, it is your goal to exceed client expectations by ... litigation matters. What you'll do: + Respond to all client requests received via email and/or phone queue in...only in the compilation of data for EEO/Affirmative Action reporting . Completion of this data is voluntary and will… more
- Northwell Health (Lake Success, NY)
- …Number** 125838 Job Description Assists with analyzing, verifying, tracking, and reporting on needs for the various information technology services. Gathers business ... requirements, conducts needs assessments, and develops functional specifications to ensure that developed information technology solutions support business objectives. Job Responsibility 1.Possesses functional knowledge of assigned application technology… more
- Broadridge Financial Solutions (Newark, NJ)
- …team. Broadridge is hiring! We are seeking an experienced Sr. Director, Reporting Central Lead for the Controllerships Digital Transformation program. In this ... will report to the Digital Transformation Accounting & External Reporting Lead. You will play a pivotal role in...idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We… more
- Neuberger Berman (New York, NY)
- … goals are met. Tasks will include reviewing and sending out recurring client reporting deliverables, meeting preparation, entering client directed cash ... **Summary** The Client Service Analyst will work directly with the...diligence requests and ensuring deadlines are met. + Review reporting content and be ultimately responsible for quality of… more
- TD Bank (New York, NY)
- …and services are highly competitive + May act as a subject matter expert to Client Associate team + Ensures those existing clients, where it would add value, ... service to achieve greater share of wallet. The Private Client Service Associate will support other team...reporting + May act as secondary contact for client relationships with regards to account maintenance, portfolio information… more