- Raymond James Financial, Inc. (New York, NY)
- …We are seeking a detail-oriented professional with hands-on experience in regulatory reporting , specifically with **CAT** and **CAIS** , to support our compliance ... be considered for candidates with demonstrated expertise in CAT and CAIS reporting ._** Typically, this position follows our hybrid-friendly schedule, so you get the… more
- Bank of America (New York, NY)
- Quality Engineer - GMT Reg Reporting and Ops Tech New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Quality-Engineer GMT-Reg- Reporting -and-Ops-Tech\_25038781-2) **Job Description:** At Bank of America, we are… 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
- VCA Animal Hospitals (Latham, NY)
- …team as Client Service Supervisor. Under direction from the Hospital Manager /Administrator, the Client Service Supervisor performs a wide range of ... client service for the organization. * Assist Hospital Manager with day to day operations. * Resolve informal...* Assist in the development, implementation and maintenance of reporting tools and queries needed to manage the business.… more
- S&P Global (New York, NY)
- …Role:** **Grade Level (for internal use):** 10 **The** **Role:** Tax Solutions Client Success/ Client Engagement Sr. Specialist **The Team:** S&P's Market ... Serve as the primary and secondary relationship and support manager for assigned Tier 1/high value clients and handle...and provide guidance on additional products. + Analyze complex client inquiries through application of product knowledge and … 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
- Neuberger Berman (New York, NY)
- …performance, transfers, allocations, fees, etc., using various in-house portfolio systems. + ** Client Reporting ** : Provide customized reporting and analysis ... NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- ManpowerGroup (Dunkirk, NY)
- …from both talent and clients are documented and maintained for accurate records. Client Reporting : Prepares and delivers client -specific reports, ensuring ... for client communications and service excellence. Making an Impact The OnSite Manager drives operational success and client satisfaction by leading in four… more
- Neuberger Berman (New York, NY)
- …end-to-end client journey. + Evaluate digital tools to enhance onboarding, reporting , and client data availability. + In-depth understanding of equities, ... seeking an experienced and dynamic Head of our Transition Management and Client Experience. The successful candidate will be responsible for overseeing operational… more
- City National Bank (New York, NY)
- * CLIENT OFFICER* *6th Avenue Branch, NYC* WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client ... and administers colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues and providing… more