- Neuberger Berman (New York, NY)
- … business . The candidate will support the production of client performance reports including scheduled and ad-hoc requests. Additionally, candidate will ... provide comprehensive and client service support to the wealth advisor 's...Services Team + Act as a liaison between Wealth Advisor , Neuberger Berman Portfolio Managers, Asset Management Business… more
- Deloitte (Jericho, NY)
- …FTS-DART group, you will provide tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the ... client , manage the tax engagement team, have access to...complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.… more
- Neuberger Berman (New York, NY)
- …various in-house portfolio systems. + ** Client Reporting** : Provide customized reporting and analysis to clients or the Wealth Advisor team on a regular or ... NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business ....a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the… more
- Paylocity (Rochester, NY)
- …days per week during designated work hours. Position Overview As a Client Onboarding Specialist (known internally as Implementation Consultant I), you will support ... small business clients by configuring solutions that meet their unique...unique needs. You'll begin by conducting a detailed needs analysis , then tailor system setups to improve efficiency, streamline… more
- KeyBank (Tarrytown, NY)
- … onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities. ... 660 White Plains Road - Tarrytown, New York 10591 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and… more
- IBM (New York, NY)
- …**Your role and responsibilities** A Business Technology Leader intern in Client Engineering is a leader, networker, advisor , and inspirer. With advanced ... clients' business challenges, you'll be a trusted advisor and catalyst for client engagements and...an agile process. * Knowledge in strategic and financial analysis . * Embrace curiosity and a growth mindset. This… more
- Deloitte (New York, NY)
- …competitive analysis , win theme creation, etc. + Established business relationships with senior client /prospect executives across targeted industries. ... Capability Centers (GCCs) and strategic ecosystem partners. + Build and nurture executive-level client relationships, serving as a trusted advisor on BPaaS and… more
- JPMorgan Chase (New York, NY)
- …business decision-making process by providing value-added analysis for quarterly business reviews and ad-hoc requests (eg, top client fee payers, industry ... the trusted advisor and strategic partner to senior leaders, driving business strategy and growth while optimizing performance. Your expertise will be crucial in… more
- JPMorgan Chase (New York, NY)
- …within Securities Services to provide outstanding Business Management support across business updates, project management, and data analysis . As the ... budget process. You will act as a trusted advisor to Business Heads, collaborate with Front...Conduct in-depth reviews of liquidity and FX products, competitors, client segments, and sensitivity analysis . + Manage… more
- Citigroup (New York, NY)
- …KPIs and milestones are effectively tracked, communicated, and aligned. **Data Analysis , Metrics, and Financial Management** + Business Management: Manage ... A Business Unit Manager is a key member of...Services and Retail Banking. We are driving a digital-first, client -obsessed approach, serving more than 70 million clients, with… more