- 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
- 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
- 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 (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
- 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
- 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
- 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
- BlackRock (New York, NY)
- …contribution! **Opportunity** BlackRock is currently seeking Operations professionals at the ** Associate ** level to become part of an outstanding opportunity to join ... & Collateral Management, Data Integrity, Corporate Actions, Reconciliations, Regulatory Reporting and Relationship Management. The team plays an integral role… more