- OTR Global (Purchase, NY)
- …Who You Are We are seeking a proactive, detail-oriented Revenue Operations Associate to support client engagement, marketing, and research distribution efforts. ... clients and prospects. *Collaborate cross-functionally to support business development and client retention initiatives. *Maintain CRM reporting to enhance… more
- Waterfall Asset Management, LLC (New York, NY)
- …analysis, trading, banking, and servicing experience. Waterfall seeks to provide its client a compelling risk/return profile which is generally uncorrelated to most ... in assets under management. Job Description Waterfall is looking to hire an Associate to join their Corporate Accounting team. The Corporate Accounting team is… more
- 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
- MUFG (Jersey City, NJ)
- …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...detail-oriented senior analyst / AVP to develop and enhance reporting processes within the Enterprise Risk Management (ERM) Risk… 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
- JPMorgan Chase (Jersey City, NJ)
- …Exception Manager and sign off for end of day batch Process ensuring timely and accurate client reporting + Monitor daily work flow queues and adhere to SLAs in ... to identify inefficiencies and manage improvement operations. As an Associate II within the Prime Client Operations...+ Train clients on usage of recent technology and reporting processes, represent Operations on client visits… 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
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ideal ... prospecting for new clients + Prepare various business summary reports and client -specific reporting as needed for review by the financial advisor + Create and… more
- JPMorgan Chase (Jersey City, NJ)
- …processes, coordinating dependencies, and collaborating with diverse stakeholders. As a Client Solutions Senior Associate within the Payments Advisory Delivery ... by developing solutions that expand insights, optimize execution, and enhance the client experience. Become part of a dynamic team leading innovation in treasury… 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
- Allied Universal (Newark, NJ)
- …depending on the position and eligibility. **Job Description:** Allied Universal(R) is hiring a Client Manager. As a Client Manager, you will build long term ... **Salary Range: $66,220 - $76,220 / year** **RESPONSIBILITIES:** Caring Leadership, Client Engagement, and Operational Oversight: + Hire, develop and retain front… 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
- The Cigna Group (Morris Plains, NJ)
- …Team and client satisfaction. **ESSENTIAL FUNCTIONS** + Manages day-to-day client reporting /administrative requests submitted by the account team. + ... support to the Account team of their assigned Clients/Coalition(s). The Senior Associate will provide analytics, standard and non-standard reporting , and project… more
