- JPMorgan Chase (New York, NY)
- …their portfolios. Examples of projects you will work on: + Build the client -facing portal and mobile digital capabilities to support the E2E lifecycle of alternative ... alternatives with traditional asset classes including portfolio planning tools, performance reporting , and marketing of new opportunities. We are early in our… 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 excellent ... and professional manner. Essential Duties and Responsibilities + Assist in client meeting preparation and follow-up including assembling requisite paperwork, report… more
- Publicis Groupe (New York, NY)
- …amongst the Media Business Operations team + Partner with media teams to develop client specific billing needs from reporting to system execution strategies + ... oversight of Media Business Operations initiatives for a specific client (s) as well as a team of Analysts and...analyze financial inconsistencies and operational trends across a diverse client portfolio with the aim to refine and develop… more
- Raymond James Financial, Inc. (New York, NY)
- …relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management ... risk manage the business. . Oversees and evolves risk reporting processes to enhance the accuracy and effectiveness of...risks and regulations in all aspects of the Private Client and Asset Management . Risk assessment methodologies .… more
- Canon USA & Affiliates (New York, NY)
- …Responsible for ensuring the highest levels of service and client satisfaction. Maximizes customer satisfaction, add-on sales and profitability through ... structured planning and the management and development of the client services team. **Your Impact** Production and Workflow - Monitors and ensures compliance with… more
- Cushman & Wakefield (New York, NY)
- …and direction to new associates * Coordinate special events in support of client * Assist with measuring and reporting key performance indicators against ... the facility management team to ensure successful service delivery of the client facility needs. Directly supporting the facility management team with on-going… more
- Parexel (Albany, NY)
- …studies including medical review of serious adverse events. * Support regulatory safety reporting activities * Ensure client needs and concerns are addressed to ... ensure customer satisfaction * Actively listen to, solicit and address client feedback and suggestions regarding medical study-related activities in order to enhance… more
- Canon USA & Affiliates (New York, NY)
- …class instruction, manuals, self-training and exchange of information. Administration and Reporting - Performs data entry. - Supervises supply inventory and record ... site records such as logbooks, time sheets and other reporting devices are properly used and maintained by the...the customers' premises. - May require driving between multiple client locations, may also require a personal vehicle (valid… more
- Citigroup (Getzville, NY)
- …clients product/pricing sets are established. + Verifies all details of the client /product from a regulatory and control perspective for Institutional Client ... personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 0-2 years relevant… more
- TD Bank (New York, NY)
- …codes are captured to facilitate downstream operations and regulatory reporting processes accurately and efficiently. **Key Responsibilities:** + Provide support ... to Westminster's Sales and Operations teams. + Respond to client inquiries via phone and e-mail communications. + Communicate...+ Work on projects as directed by Sales and Client Service teams to further develop and support growth… more