- Stifel (Miami, FL)
- …Stifel, where success meets success . What You'll Be Doing The Compliance Analyst II Anti-Money Laundering (AML) Client Intelligence Unit (CIU) International ... reviews high-risk clients from a risk-based approach. The AML CIU Analyst conducts surveillance reviews to identify potential suspicious transactional activity. This… more
- Apex Fintech Solutions (New York, NY)
- …is highly detail-oriented, analytical, and committed to delivering operational excellence. The analyst will contribute to client growth and satisfaction by ... information as actionable insights. Familiarity with relationship management operations, client -centric reporting , and capacity planning. Work Environment This… more
- TD Bank Group (Lake Mary, FL)
- …Job Description: Preferred Qualifications: TD Securities is looking for an Senior Operations Analyst to join their Margin and Collateral team based in Lake Mary, ... Develop relationships with all members of Operations and Prime Broker Client Services to ensure partnership and efficient operation and coordination. Facilitate… more
- KeyBank (Cleveland, OH)
- …Support the implementation of technology solutions across wealth platforms, including onboarding , financial planning, portfolio management, and reporting tools. ... 4910 Tiedeman Road - Brooklyn, Ohio 44144 Job Summary: The Wealth Business Analyst will serve as a strategic liaison between business stakeholders and technology… more
- Axelon Services Corporation (Jersey City, NJ)
- Title: Sr. Business Analyst Location: Jersey City, NJ (Hybrid) Shift: 8:00am to 5:00pm Pay Range: 40-65/hr Responsibilities: thorough understanding of the books and ... of the Securities Exchange Commission (SEC), Financial Regulatory Authority ( Client ), Commodity Futures Trading Commission (CFTC), Exchanges (exp. Chicago Mercantile… more
- Kforce, Inc. (North Palm Beach, FL)
- Kforce has a client inJuno Beach, FL that is seeking a Trading Risk Analyst to join their Confirmations team. Summary:The Trading Risk Analyst will utilize ... (CSA), and trade confirmations, to ensure compliance and minimize legal risks Reporting and Data Visualization: Develop and enhance the team's reporting … more
- Ross (Carmel, IN)
- …resources/tools to proactively combat external loss. *Leverage exception and store reporting systems to identify theft activity (including cash shortage) in assigned ... including timely follow up on internal leads from the corporate Investigative Analyst team or the Alertline process and external intelligence from other retailers… more
- OceanFirst Bank (Philadelphia, PA)
- …Red Bank and Toms River headquarter offices, hybrid schedule after initial onboarding has been completed, employee perks & discount programs, tuition assistance, ... the Commercial Loan Policy as appropriate. Review analyses performed by Credit Analyst staff, and, if applicable, incorporate into overall risk assessment. Recommend… more
- Michael Page (Chicago Heights, IL)
- …accurate and up to date. Generate cost summaries and monthly tracking documents for client reporting . Use historical data to generate analytics and build pricing ... Construction firm for High-End Projects Small Team Environment About Our Client The Senior Construction Analyst /Project Accountant will oversee project… more
- Ross Stores (Dallas, TX)
- …resources/tools to proactively combat external loss. Leverage exception and store reporting systems to identify theft activity (including cash shortage) in assigned ... including timely follow up on internal leads from the corporate Investigative Analyst team or the Alertline process and external intelligence from other retailers… more
- BlackRock (Wilmington, DE)
- … solutions and effective client service. As a part of the RDS Client Reporting team you will formulate the successful delivery of critical reporting ... simple it becomes a source of alpha for BlackRock. ** Reporting & Distribution Services Analyst ** Is your...a preference of 3+years of financial services experience, especially client onboarding , communications or data visualisation +… more
- Citigroup (Getzville, NY)
- Client Onboarding Senior Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 5-8 years of prior… more
- Publicis Groupe (New York, NY)
- …over 100 countries, Publicis Groupe employs around 103,000 professionals. **Overview** Job Title: Client Reporting Financial Analyst **This is a hybrid role ... days a week in-office in New York City.** The Client Reporting Financial Analyst reports...you require accommodation or assistance with the application or onboarding process specifically, please contact ###@publicis.com . All your… more
- Marex (New York, NY)
- …more information visit www.marex.com (http://www.marex.com/) (http://www.marex.com/) Purpose of Role: The Onboarding Analyst will facilitate the onboarding ... data, insights and analytics [do not delete]. The US Onboarding team is responsible for facilitating the account opening...United States. The team will work with brokers or client services to gather the proper documentation and configuring… more
- TD Bank (Lake Mary, FL)
- …standards. | Assist with onboarding requests: Continue to work on client onboarding , periodic reviews, and ad-hoc requests, ensuring compliance with KYC, ... trading, investment, and corporate banking functions. Team Overview: The Client Due Diligence (CDD) team conducts due diligence on... III will act as a cross functional process analyst , conduct research, analysis and reporting on… more
- BlackRock (Seattle, WA)
- …daily tasks will include:** **Product Lifecycle & Investor Servicing:** + Coordinate client onboarding , fund launches, and trade activity, partnering with ... a strong focus on overseeing product pipelines and managing end-to-end investor onboarding processes. + ** Analyst Role:** 1-3 years of experience, emphasizing… more
- Publicis Groupe (Birmingham, MI)
- …such as campaign set-up, documentation creation and maintenance, QA, performance reporting and billing reconciliation. The Programmatic Analyst is responsible ... for identifying and implementing optimizations as approved by the Senior Programmatic Analyst and client , providing input in the construction of client decks… more
- Publicis Groupe (New York, NY)
- …per week and remotely the other two days each week. **Overview** The full-time ** Client Finance Analyst ** will work closely with the Finance, Operations and ... on behalf of the Toyota Retail account. **Responsibilities** The Client Finance Analyst role has distinctive responsibilities...Interacting regularly with various teams and field offices on client budgets and financial reporting + Other… more
- Publicis Groupe (Chicago, IL)
- …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 sociology, psychology, and other liberal arts disciplines. **Overview** The Analyst , Paid Search is responsible for monitoring and maintaining media campaign… more
- Motion Recruitment Partners (Houston, TX)
- …transactions. + Adhere to company Agency & Trust policies and procedures for client onboarding , deal implementation, account opening, deal payment processing and ... Client Service Analyst Houston, Texas **Hybrid**...with Operations and clients for transaction set-up, activity and reporting . + Coordinate with Operations for inquiries from clients.… more
