- JPMorgan Chase (Tampa, FL)
- As a Portfolio Management Senior associate , you'll play a pivotal role ensuring the efficiency and accuracy of the book of work. Central Migrations Office (CMO) ... of processes with consistent implementation across our project, design, design, and client support managers to ensure repeatable/reliable reporting is delivered… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... organized, detail-oriented, and committed to delivering exceptional client service. The Senior Client Service Associate reports directly to the Financial… more
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are hiring for a Client Solutions Senior Associate role for a growing global Private Credit Investment firm ... fundraising and fund strategy categories. Responsibilities: + Support the Client Solutions team with reporting and other...skills required + Bachelor Degree with GPA 3.5+ The Client Solutions Senior Associate role… more
- Publicis Groupe (New York, NY)
- …finance and marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...to work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate… more
- JPMorgan Chase (Plano, TX)
- …with the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve ... located in the United States and across the globe. Client Service Senior Associates are a trusted...without direct supervision + Ability to provide quantifiable management reporting & present findings + Project Management & Execution… more
- SMBC (Jersey City, NJ)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... portfolio of benefits to its employees. **Role Description** SMBC is seeking an Associate position to work in the Bank Accounting Department located in Jersey City,… more
- JPMorgan Chase (Plano, TX)
- **Position Overview:** As an Associate Product Manager for Merchant Services Reporting Solutions, you will support the development and execution of the product ... in developing and communicating the product vision and strategy for Merchant Services Reporting Solutions. + Support client engagement efforts to gather and… more
- CIBC (New York, NY)
- …To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Senior Client Service Associate ** , you will support ... efforts by delivering exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with… more
- Raymond James Financial, Inc. (Plymouth, MI)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... clients and college payments. * Prepares various business summary reports and client -specific reporting as needed for review by the financial advisor. * Oversees… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate at a well-established wealth advisory ... work alongside experienced advisors, and grow within a collaborative, client -focused environment. You'll enjoy strong mentorship, professional development support, a… more
- Raymond James Financial, Inc. (Carmel, IN)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... software. + Excel, including developing spreadsheets as needed and for ongoing reporting . + Effective communication across multiple client interactive platforms… more
- Janus Henderson Investors (Denver, CO)
- …with clients and third parties * Lead client meetings and reviews meetings with client and senior colleagues * Lead on all aspects of client activity ... matter expert on our clients * Be responsible for resolving non-investment related client queries or ensuring appropriate delegation with urgency and accuracy * Lead… more
- Skidmore College (Saratoga Springs, NY)
- The Senior Associate Director, Database Management is responsible for database management, oversight, and strategy within the Advancement Operations division. ... of advancement applications, their interconnections and related training and support. The Senior Associate Director, Database Management serves as lead project… more
- CNO Financial Group (Carmel, IN)
- …a portfolio of moderately sized clients. After the initial sale, and post implementation, the Senior Associate will act as the lead point of contact with the ... and location. CNO's worksite division, Optavise, is seeking a Senior Account Management Associate to create long-term,...key executives and operations team members. + Create value-focused reporting and communications with the client and… more
- Neuberger Berman (New York, NY)
- The AUM Reporting Associate will play an integral role within the Finance group, contributing to the firm's financial data reporting and analytics functions. ... to ad hoc data requests and provide historical data trends for RFPs and client reporting + Assist with special projects, audits, and regulatory-related … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Office location. **Job Summary:** We are seeking a highly analytical and detail-oriented Senior Product Manager who will focus on delivering a new suite of strategic ... reports and dashboards that support Private Client Group Management, its Divisional Directors and their related...its Divisional Directors and their related management teams. The associate will have extensive knowledge and skills obtained through… more
- Grant Thornton (San Francisco, CA)
- The SOX Compliance Quote to Cash (QTC) Senior Associate will support the Transformation Risk and Compliance (TRC) team, working cross functionally with the ... for projects. This resource will provide support for compliance gap assessment, reviews, and reporting . From day one, you'll be empowered by the greater Risk team to… more
- Grant Thornton (Dallas, TX)
- As a Process Risk Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by helping them understand their business ... processes, IT systems, service providers and controls. + Actively participate in client engagements from start to completion, which includes planning, executing, and… more
- SitusAMC (New York, NY)
- SitusAMC is where the best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a real estate veteran, a ... Apollo's Commercial Real Estate Debt Group is seeking an Associate to join its asset management team. The successful...candidate will be a key member of a portfolio reporting team that predominantly focuses on analyzing and … more
- SMX (Philadelphia, PA)
- Senior Associate Consultant (4376)at SMX(View all jobs) (https://www.smxtech.com/careers/) Philadelphia, PA Creoal SMX is looking for an **Oracle EPM Planning ... Associate Consultant** with both technical and functional experience to...solutions, including Planning, Budgeting, Financial Consolidation modules and Narrative Reporting - Collaborate with senior consultants to… more