- 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 ... service support to the wealth advisor's high net worth clients. **Responsibilities** Client Reporting + Assist generating customized quarterly reports and… more
- BlackRock (New York, NY)
- …how we store, model, and deliver private markets data sets to power client reporting , streamline data processes, and enable robust system integrations. You ... most complex challenges as private markets become an increasingly vital part of client portfolios. We are looking for an exceptional candidate to help accelerate our… more
- Neuberger Berman (New York, NY)
- …customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a ... experienced Wealth Advisor Team managing over $2b AUM. The Client Associate enhances the client ...allocations, fees, etc., using various in-house portfolio systems + ** Client Reporting ** : Provide customized reporting… more
- Evolent (Albany, NY)
- …the impact of our specialty programs and administrative platform. Role Overview The Associate Director role on Client Analytics will support both internal teams ... Stay for the culture. What You'll Be Doing: The Client Analytics team provides a unique opportunity to collaborate...impact across internal teams and external partners. + Advanced Reporting & Compliance: Lead the development of regulatory and… more
- Raymond James Financial, Inc. (Somers, NY)
- …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
- Neuberger Berman (New York, NY)
- …for reporting + Assist in the creation, coordination, and completion of client reporting **Experience and Skills Qualifications:** + SIE, Series 7, and ... desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all… more
- Publicis Groupe (New York, NY)
- …marketing, and sociology, psychology, and other liberal arts disciplines. **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
- Publicis Groupe (New York, NY)
- …America, Best Buy, Kellogg Company, McDonald's, Novartis, Samsung, Visa and more. **Overview** The Associate will be part of a Client Operations team on a ... Operations Manager with processing monthly billing and financial reporting + Assist the Client Operations Director...billing and financial reporting + Assist the Client Operations Director with miscellaneous operations tasks and projects… more
- Citigroup (New York, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
- Neuberger Berman (New York, NY)
- …point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new accounts, LOAs, account ... and wires, RMDs, name/address/beneficiary changes, ACAT and DTC transfers, cost updates, client directed trade orders, and other miscellaneous client requests +… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer… more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed ... institutional clients! As a Client Account Manager within Asset Management you will be...well as templates and outline data requirements for MIS/KPI reporting **Required qualifications, capabilities, and skills** + Undergraduate degree… more
- JPMorgan Chase (Brooklyn, NY)
- Join a team that delivers innovative solutions for a diverse client base at one of the world's leading financial institutions. As a Client Solutions Manager, you ... will play a pivotal role in shaping the client experience from onboarding through to successful implementation, ensuring...legal agreements and execute plans with robust governance and reporting + Actively mitigate and manage project risk by… more
- Raymond James Financial, Inc. (Saratoga Springs, NY)
- …software. + Excel, including developing spreadsheets as needed and for ongoing reporting . + Effective communication across multiple client interactive platforms ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… more
- UHS (Johnson City, NY)
- Position OverviewThe Client Service Associate assists physicians, patients and other healthcare professionals as the laboratory resource for test reports, supply ... support to internal and external customers performing problem investigation, resolution, client notification and specimen problem reporting . Primary Department… more
- MUFG (New York, NY)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...host-to-host connectivity protocols including ISO 20022 payments and information reporting standards. + This position requires a degree from… more
- Dow Jones (New York, NY)
- …Support our strategic Next Market Cycle (NMC) initiatives via research ( client earnings reports, MediaRadar, proprietary studies) Perform reporting /analysis to ... increase revenue Support the sales activities of designated Client Partners Work with the sales team to develop solutions and partnership concepts and pricing… more
- Allied Universal (Rochester, NY)
- …depending on the position and eligibility. **Job Description:** Allied Universal(R) is hiring a Client Manager. As a Client Manager, you will build long term ... experience. Starting Salary $66,950.00 per year **RESPONSIBILITIES:** Caring Leadership, Client Engagement, and Operational Oversight: + Hire, develop and retain… more
- Publicis Groupe (New York, NY)
- …of eCommerce you'll manage the investment strategy and oversee activation/optimization and reporting of client campaigns particularly as they relate to the ... client 's Retail growth and acceleration strategy. The Associate Director must have a mastery of eCommerce/retail space (Paid Search/Sponsored Product… more
- Bank of America (New York, NY)
- …to deliver a quality and on time product to Global Markets clients + Onboarding Associate serves as the voice of the client , enables the strategic development of ... client base. + Capture metrics and adhere to reporting frameworks to track onboarding efficiency, cycle time reduction...product knowledge and has a KYC background. The onboarding associate will manage the client /KYC pipeline, will… more