- JPMorgan Chase (Monroe, LA)
- Join us as a Client Data Associate and be the driving force behind seamless data onboarding, privacy protection, and innovative solutions! As a Client ... within the Custody Operations team, you will be responsible for supporting client data onboarding and maintenance, collaborating with Custody Managers from … more
- AON (Bannockburn, IL)
- Aon is looking for an Associate Director- Client Services Unit-Private Equity in Bannockburn, IL This is a hybrid role working from our Bannockburn, IL office 1-2 ... as well as internal equity and alignment with market data . The salary may also be adjusted based on...and policies. #LI-BK1 2563148 Aon is looking for an Associate Director- Client Services Unit-Private Equity in Bannockburn,… more
- Publicis Groupe (Chicago, IL)
- **Overview** **How You'll Make an Impact** The Client Associate will be the driving force behind seamless operational execution and exceptional client ... through streamlined processes and timely order fulfillment! As a Client Associate within the retail vertical, you...clients that result in significant revenue growth across Epsilon data , tech, and media. + Build long-term partnerships with… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …client within the finance industry is looking to staff a tech savvy Client Service Associate who can assist with supporting marketing and business development ... excellent customer engagement by communicating pricing, quotes and order status to client , vendors and potential clients, entering data into the company's… more
- Publicis Groupe (Birmingham, MI)
- …Collective from our competitors and provide a critical foundation for the agency. The Associate Director, Client Operations will be part of a growing Client ... profile client business while successfully owning tasks related to forecasting, accruing, data QAs and overseeing the processing of client billing. They are… more
- BlackRock (Atlanta, GA)
- …Lead marketing content refreshes, compliance approval submissions, and publications to prospective client data rooms. + Perform regular updates and maintenance ... Private Markets businesses. + Collect, validate, and aggregate qualitative and quantitative data attributes to service client reporting needs. Perform analysis… more
- JPMorgan Chase (Tempe, AZ)
- Step into the role of a Client Service Associate within our Commercial & Investment Bank and become an integral part of our clients' success stories. As the ... in the ever-evolving world of commercial banking. As a Client Service Associate within Commercial & Investment...(Word, Excel, PowerPoint, Outlook), with a focus on reviewing Data , reports, and creating presentations to support client… more
- WTW (Stamford, CT)
- …issues are addressed promptly. **Customer Relationship Management** + Maintain and update client and contact records to ensure data accuracy, completeness, and ... **Description** As a Senior Associate , you will be the primary point of...building strong relationships and understanding their compensation and benefits data needs. You'll guide them through the full lifecycle… more
- WW Norton & Company, Inc. (New York, NY)
- Job Descriptions: The Associate Director, Client Publisher Sales Operations and Business Analytics will support W. W. Norton's distribution clients with ... and will foster collegial and productive relationships with our client publishers. The Associate Director helps bring...ability to glean meaningful insights from large amounts of data + Ability to prioritize and problem solve in… more
- Commerce Bank (St. Louis, MO)
- …Trust is a division of Commerce Bank. About This Job The Private Banking Client Associate provides administrative, operational, and client support for ... within the Trust Company. The primary goal of a Client Associate is to reduce time spent...spreadsheet preparation required, familiarity with contact management software and data base management helpful + Good organizational skills +… more
- HUB International (Austin, TX)
- …and building success by developing relationships with others **Job purpose:** The Client Service Associate provides essential support to the Financial Advisor ... schedules, and supporting both the advisor and clients, the Client Service Associate plays a critical role...sessions + Assist in financial planning efforts by compiling data , maintaining planning software, and generating client -ready… more
- Robert Half Finance & Accounting (Houston, TX)
- Description Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client Services ... and email promptly and effectively * Summarize meeting notes, emails, and financial data for client meetings Requirements * Must hold a minimum of 3 years of… more
- BlackRock (New York, NY)
- **About this role** **Veterans Transition Program- Associate Aladdin Client Experience** We recognize that veterans bring a unique and valued perspective to ... and gain insights into the day-to-day life of an Associate as you develop subject-matter expertise through on-the-job learning...the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse… 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 ... for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client ...team on a regular or ad hoc basis. + ** Data Management** : Maintain accurate and detailed client… more
- Neuberger Berman (Chicago, IL)
- As a Client & Reporting Analytics Associate , you...and RFP's + Serve as a go-to- expert for data inquiries on portfolio exposures and summary statistics and ... will play an integral role within the Fixed Income Client Reporting & Portfolio Analytics team based in Chicago, supporting the US Investment Grade and Insurance… more
- JPMorgan Chase (New York, NY)
- …incoming onboarding requests, assess and relay requirements and coordinate with Reference Data , Know Your Client , Accounts, Credit, Legal and Operations teams ... strong relationships with internal partners, eg, Trading, Sales, Credit, Legal, Reference Data , Know Your Client , and Operations teams to establish transparent,… more
- Motion Recruitment Partners (New York, NY)
- Client Service Associate New York, New York...RIA & BD clients + Provide operational support and data entry in order to onboard client accounts ... Up to $30/hr Join a leading independent global investment management firm as a Client Services Associate . Role is hybrid in either New York or Seattle and a 6… more
- Evolent (San Juan, PR)
- …with key business, analytics, product, and operational leaders to deliver client -specific insights and drive data -informed decision-making. Our team serves ... the impact of our specialty programs and administrative platform. **Role Overview** The Associate Director role on Client Analytics will support both internal… more
- BlackRock (New York, NY)
- …us in an Associate or Vice President role within the Aladdin Client Transformation team with **3-10 years** of relevant work experience. **Your Team** The ... that BlackRock uses to manage investments day-to-day. The Aladdin Client Business is growing rapidly, with the volume of...each new project + Able to work with various data sources in order to design solutions involving … more
- KeyBank (Hartford, CT)
- …225 Asylum Street, Suite 1910 - Hartford, Connecticut 06103 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, ... System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information. + Identify opportunities to retain and… more