- 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
- Bank of America (New York, NY)
- Lending Reporting Associate New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... directly with the Global Markets front line unit for client selection, underwriting, and monitoring activities to drive revenue...the aggregate GMC scope. **Job Description** As a Lending Reporting Associate , you will be integral in… 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 (Short Hills, NJ)
- **Business Title:** NYFS Senior Associate , Information Reporting & Withholding - COE **Requisition Number:** 108594 - 61 **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
- Insight Global (New York, NY)
- Job Description Insight Global is looking for a Trade Reporting Associate to join their global financial services client in NYC! This person would be ... responsible for North America Transaction Reporting , performing CFTC Part 43 and Part 45, Canadian...Part 45, Canadian Securities Administration, and Securities-based Swap Dealer reporting functions and tasks. The candidate would be required… 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. (Bedminster, 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
- 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
- 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
- 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
- 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
- BlackRock (New York, NY)
- …Wealth clients & products, respectively, ** Client Experience Operations-** core client operations teams driving reporting , billing, and onboarding due ... **About this role** **About Client Experience** Our mission within the Client Experience (CX) organization is to make it easier for clients to do business with… 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