- Affinius Capital (San Antonio, TX)
- …characteristics. For more information, visit affiniuscapital.com. **Job Description** The Senior Associate , Corporate Accounting and Reporting assists with the ... affiliate companies, Affinius Capital invests across the risk spectrum for a global client base, managing over $62 billion in gross assets under management within a… more
- SitusAMC (Houston, TX)
- …limited management support. Essential Job Functions: + Approve system generated reporting , queries and related client deliverables for compliance, adherence, ... best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a...within the various Agreements. + Prepare and deliver all reporting requirements for assigned portfolios based on the requirements… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... detail-oriented, and committed to delivering exceptional client service. The Senior Client Service Associate reports directly to the Financial Planner and… more
- Evolent (Austin, TX)
- …the impact of our specialty programs and administrative platform. Role Overview The Associate Director role on Client Analytics will support both internal teams ... Stay for the culture. What You'll Be Doing: The Client Analytics team provides a unique opportunity to collaborate...impact across internal teams and external partners. + Advanced Reporting & Compliance: Lead the development of regulatory and… more
- Guidehouse (San Antonio, TX)
- …test, and maintain custom and standard PowerBi dashboards. + Prepare and develop reporting for monthly business reviews (MBRs) and metrics that drive operational and ... executive level insights + Determine technical requirements based on internal client needs, making recommendations on enhancements to existing reports or new novel… more
- Raymond James Financial, Inc. (Dallas, TX)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... clients and college payments. * Prepares various business summary reports and client -specific reporting as needed for review by the financial advisor. * Oversees… more
- Raymond James Financial, Inc. (San Antonio, TX)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... prospecting for new clients. + Prepares various business summary reports and client -specific reporting as needed for review by the financial advisor. + Creates… more
- JPMorgan Chase (Plano, TX)
- …regulatory requirements into opportunities for stronger client partnerships. As a Client Service Associate within the Wholesale KYC Organization (WKO), you ... to ensure a seamless KYC process and address any client -related inquiries. + Monitoring and Reporting : Track KYC timelines and monitor the progress of KYC… more
- JPMorgan Chase (Plano, TX)
- Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build ... to make a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Associate within JPMorganChase, you will play a pivotal role in… more
- JPMorgan Chase (Plano, TX)
- …the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve ... the globe. You are a trusted member of the client 's team and deeply connected to deliver the growth...without direct supervision + Ability to provide quantifiable management reporting & present findings + Project Management & Execution… more