- Aristotle Capital Management (Los Angeles, CA)
- …focused on research, investment management and client success. We are currently seeking a Senior Associate , Client Reporting to join our team. The ... Senior Associate of Client Reporting will support client reporting deliverables, ensuring timely, accurate, and insightful reports. This is a… more
- 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
- JPMorgan Chase (Plano, TX)
- … client satisfaction and business outcomes is key. As a Senior Associate in the Executive Office of Client Transfers within JP Morgan Wealth Management, ... updates to business leaders; present program updates, advisor trends, and client outcomes to senior leadership. **Required qualifications, capabilities, and… 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
- 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
- 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 (Tempe, AZ)
- …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 ... the globe. You are a trusted member of the client 's team and deeply connected to deliver the growth...without direct supervision + Ability to provide quantifiable management reporting & present findings + Project Management & Execution… more
- JPMorgan Chase (Charlotte, NC)
- …for JP Morgan Chase Clients from around the world. As an International Client Onboarding Associate within the Global Corporate Bank, you will lead ... Own our Client 's Onboarding experience end to end! Use your... and partner experience + Prior project management or senior project management experience + Experience in coaching or… 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
- Aristotle Capital Management (Newport Beach, CA)
- …on research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The Senior ... RFPs and questionnaire completions, populating and maintaining various industry databases, client support for the relationship management team, and ad-hoc requests… 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. (Charlotte, NC)
- …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
- JPMorgan Chase (Plano, TX)
- …with various departments to develop insights and analytic solutions tailored to client needs. + Perform in-depth analyses and construct statistical models to uncover ... through analytics. + Work with leaders to develop and maintain executive reporting that will measure operational performance for BAU processes and strategic… more
- Amgen (Chicago, IL)
- …the lives of patients while transforming your career. **CD&A - Customer Analytics** **& Reporting ** **- Senior Manager** **What you will do** Let's do this. ... /Analytics/Insights experience OR Bachelor's degree and 6 years of Commercial Reporting /Analytics/Insights experience OR Associate 's degree and 10 years of… 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
- 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
- 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
- Cherry Bekaert (Hartford, CT)
- **Description** **Summary of Responsibilities:** The Senior Associate will work closely with the Cherry Bekaert FAO (Finance & Accounting Outsourcing) team, ... and the Insurance Industry Services Leader to provide accounting support, financial reporting and captive insurance management services and support for our clients… more