- 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
- Paylocity (Rochester, NY)
- …ensure priorities are met and availability and responsiveness goals are achieved. Considers client need with Account Manager capability and capacity and aligns ... five days per week during designated work hours. Position Overview The Lead Client Services Ops provides operational initiative, guidance and support across a … 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
- 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
- Neuberger Berman (New York, NY)
- …LLC:** Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with c. $508 billion in assets under management as of December ... Business Development Analyst will work closely with two senior Client Advisors ("CA") within the Institutional Client ...Assist with new business pipeline updates and other internal reporting updates. + Support the RMs in the coordination… more
- JPMorgan Chase (New York, NY)
- …coach, and inspire a team of 14 PWA Sales Specialists, including Desk Manager , National Account, and Internal/External Client Advisors. + Develop and execute ... JP Morgan Asset Management. As a leading global asset manager , we oversee nearly $200 Billion in alternative assets...market solutions. The Head of Private Wealth Alternatives (PWA), Client will oversee the PWA client teams,… more
- TD Bank (New York, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers ... will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship… more
- BlackRock (New York, NY)
- **About this role** **Aladdin Client Transformations - Front Office** **What we do** BlackRock's business is investing on behalf of our clients, from large ... all kinds have made us the world's largest asset manager , entrusting us with trillions of dollars, and its...growing rapidly, with the volume and complexity of new client deals and strategic partnerships growing each year. We… 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
- Association of National Advertisers (New York, NY)
- …-ready presentations with clear narratives and strategic takeaways + Partner with Account Manager to support client meetings and ensure insights align with ... annually. It consists of US and international companies, including client -side marketers, nonprofits, universities, and marketing solutions providers, which include… more