- 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
- MUFG (Jersey City, NJ)
- …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...detail-oriented senior analyst / AVP to develop and enhance reporting processes within the Enterprise Risk Management (ERM) Risk… 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
- JPMorgan Chase (Jersey City, NJ)
- …Exception Manager and sign off for end of day batch Process ensuring timely and accurate client reporting + Monitor daily work flow queues and adhere to SLAs in ... to identify inefficiencies and manage improvement operations. As an Associate II within the Prime Client Operations...+ Train clients on usage of recent technology and reporting processes, represent Operations on client visits… 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
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ideal ... prospecting for new clients + Prepare various business summary reports and client -specific reporting as needed for review by the financial advisor + Create and… 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
- Citigroup (New York, 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
- 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
- TIAA (Iselin, NJ)
- …to apply for a full-time position in the highly competitive entry-level Technical Associate Program within Client Services & Technology (CS&T). ** Client ... up Client Services include Recordkeeping Integrated Delivery, Execution & Reporting (RIDER), Retirement & Individual Services & Education (RISE), the National… more
- Allied Universal (Newark, NJ)
- …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 ... **Salary Range: $66,220 - $76,220 / year** **RESPONSIBILITIES:** Caring Leadership, Client Engagement, and Operational Oversight: + Hire, develop and retain front… 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
- Neuberger Berman (New York, NY)
- …include providing support to private wealth teams, driving the evolution of client reporting solutions, and managing the distribution of client ... The Senior Associate - Private Wealth Platforms & Experience role...effectiveness + Engage with private wealth teams to assess client reporting needs, recommend available reporting… more
- Publicis Groupe (New York, NY)
- …soul of Publicis Media, Spark Foundry delivers the best of both worlds to a client roster that spans some of the world's best and most beloved brands and companies. ... and enable a data-first strategy throughout our planning and buying process. The Associate Director will be integral in driving ad/mar tech and data integration… more
- MetLife (Whippany, NJ)
- …("MIM"), the institutional asset management business of MetLife, Inc., is hiring an Associate to join our US-based Private Asset Based Finance ("PABF") team. The ... management team to address portfolio needs and respond to client inquiries. The PABF (Private Asset Based Finance) team...on behalf of MIM's affiliated and unaffiliated clients. The Associate will be an investment professional supporting the PABF… more