- 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
- 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
- Raymond James Financial, Inc. (Paramus, 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
- BlackRock (New York, NY)
- **About this role** **About this Role:** **Aladdin Business, Aladdin Client Engagement, Associate ** BlackRock is one of the world's preeminent asset management ... to take full advantage of Aladdin. This is a client facing role and the associate will...teams + Help clients adopt and learn Aladdin's regulatory reporting + Work requires the application of technical skills… 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
- 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
- Morgan Stanley (New York, NY)
- …knowledge of the existing client base and any material changes to client information * Assist in preparing periodic reporting for senior stakeholders * ... **Job:** **Investment Banking/Sales/Trading/Research* **Title:** *ISG Management, Financial Crimes & Client Onboarding - Associate * **Location:** *New York-New… 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
- JPMorgan Chase (Jersey City, NJ)
- …the status quo and striving to be best-in-class. As a Risk Management Associate within the Chief Investment Office Treasury and Corporate - Corporate Client ... responsible for the end-to-end risk framework within the Treasury. The Corporate Client Banking Market Risk team within Chief Investment Office Treasury and… 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
- KPMG (New York, NY)
- …Seasonal Intern, Business Tax Services -New York Financial Services - Information Reporting and Withholding | New York Summer 2025 **Requisition Number:** 112612 - ... a Tax Intern for our New York Financial Services (NYFS) Information Reporting & Withholding practice in Business Tax Services. Responsibilities: + Help perform… 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
- Wolford America (Central Valley, NY)
- …product care + Achieve assigned sales and KPI targets + Daily store business reporting and awareness. + Actively develop client book adhering to CRM guidelines ... Job Summary The Sales Associate is a keyholder role focused on driving...assigned sales and KPI targets + Daily store business reporting and awareness. + Actively develop client … more
- Citigroup (New York, NY)
- …client 's financial profile and understanding their goals and challenges, the Associate Banker actively contributes to shaping client financial strategies ... The Metro NY Associate Banker role is an integral part of...identifying and closing cross-sell opportunities for existing clients; 3) client support and relationship maintenance activities; and 4) compliance… more