- 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
- BlackRock (New York, NY)
- …how we store, model, and deliver private markets data sets to power client reporting , streamline data processes, and enable robust system integrations. You ... most complex challenges as private markets become an increasingly vital part of client portfolios. We are looking for an exceptional candidate to help accelerate our… more
- Publicis Groupe (New York, NY)
- …consumers in a measurable way. **Overview** Ignite your career as a Local Media Client Lead Associate Director in the Publicis Media Exchange! As an experienced ... will be pivotal to our success. **Responsibilities** As a Client Lead, Associate Director you will: +...(s) and Negotiators for skill development, time and expense reporting , goal and performance reporting . + Assist… 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 ...allocations, fees, etc., using various in-house portfolio systems. + ** Client Reporting ** : Provide customized reporting… 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
- Neuberger Berman (New York, NY)
- …point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new accounts, LOAs, account ... and wires, RMDs, name/address/beneficiary changes, ACAT and DTC transfers, cost updates, client directed trade orders, and other miscellaneous client requests +… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer… 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
- 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
- Nuveen Investments (New York, NY)
- …investor lifecycle encompassing capital raising initiatives, relationship management, comprehensive reporting , and innovative product development. The Associate ... and expertise. **Key Responsibilities and Duties** + Investor Due Diligence & Reporting Excellence- The Associate Director will deliver proactive, timely, and… 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
- Bank of America (New York, NY)
- …to deliver a quality and on time product to Global Markets clients + Onboarding Associate serves as the voice of the client , enables the strategic development of ... client base. + Capture metrics and adhere to reporting frameworks to track onboarding efficiency, cycle time reduction...product knowledge and has a KYC background. The onboarding associate will manage the client /KYC pipeline, will… 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
- Compass Group, North America (New Hyde Park, NY)
- …this dynamic role, you'll manage everything from product procurement and inventory to client communication and strategic reporting . You'll be the go-to expert ... eye for detail and a passion for operational excellence? We're looking for a ** Client Operations Manager** to serve as the vital link between our company and key… more
- MUFG (New York, NY)
- …the globe, we're 120,000 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...address CFOs' and Treasurers' unique corporate objectives and financial reporting strategies. The team is comprised of professionals with… more
- WTW (New York, NY)
- …plan design alternatives and calculating reserves. + Delivers accurate and reliable claim reporting and financial modeling to client teams to support client ... **Description** As a Healthcare Financial/Actuarial Associate you will contribute to a wide variety...voluntary benefits, etc. You will interface with vendors and client teams, help prepare client deliverables, and… more
- JPMorgan Chase (New York, NY)
- …for the Real Estate Americas platform. + Prepare and deliver high-quality client materials, including presentations and reporting deliverables. + Complete and ... the risk spectrum and capital stack. **Job Summary** As an Investor Relations Associate within the Real Estate Americas Investor Relations team, you will contribute… more