- 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
- Mirador (Stamford, CT)
- …powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the ... Wealth Management industry that supports the performance- reporting requirements of Family Offices, Wealth and Asset Managers,...and partners to resolve data issue -Develop and strengthen client relationships + Client on-boarding + … more
- KPMG (Stamford, CT)
- **Business Title:** NYFS Senior Associate , Information Reporting & Withholding - COE **Requisition Number:** 108594 - 20 **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
- 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
- WTW (New York, NY)
- **The Role** The Associate Client Advocate works with and supports Natural Resources account leaders to manage overall client service delivery and ... on the open items listings with clients. Provide leadership and support for ongoing client projects, and subsequent reporting and analysis (ie, Client … 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
- 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 (Uniondale, 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
- ThermoFisher Scientific (Bohemia, NY)
- …overall process and reviewing of all clients provided text for Translations services and/or client placed ATLAS orders + Calls out the need for the involvement of ... budget as required + Provides accurate and timely financial forecasting and reporting + Responsible for revenue recognition for projects and verifies final… 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
- 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
- Morgan Stanley (New York, NY)
- …President, and will be based in New York. The Business Control Unit Associate will: Reporting Responsibilities: * Participate in the development and maintenance ... WM's network includes approximately 15,000 Financial Advisors with total client assets of over $5 trillion. WM provides comprehensive...needs of WM clients. The US Banks seeks an Associate to join the First Line of Defense MSPBNA… more
- The Cigna Group (New York, NY)
- …be based out of the following offices:_** **_New York City_** **_Morristown, NJ_** The Sales Client Account Lead Analyst role is a key member of the Client and ... Growth Services organization, providing advanced professional input to complex Client Services geographically assigned local market book of business and projects for… more
- Diversified (New York, NY)
- Audio Visual - Associate Project Manager New York, NY, USA Req #3419 Sunday, June 9, 2024 At Diversified, we don't just follow tech trends - we set them by ... andTwitter (https://twitter.com/diversifiedus) . What part will you play? An Associate Project Manager (APM) is an entry level position responsible… more