- BlackRock (Princeton, NJ)
- …daily tasks will include:** **Product Lifecycle & Investor Servicing:** + Coordinate client onboarding , fund launches, and trade activity, partnering with ... a strong focus on overseeing product pipelines and managing end-to-end investor onboarding processes. + ** Analyst Role:** 1-3 years of experience, emphasizing… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …administrative role demands top-tier communication and meticulous detail. Key Duties: Drive new client onboarding : input CRM data, manage docs, set up reports, ... Description Investment Banking Client Services Analyst Fort Worth, TX...investment advisory and equity investment processes. * Experience in client relations and onboarding procedures. * Detail-oriented… more
- Publicis Groupe (Boston, MA)
- …over 100 countries, Publicis Groupe employs around 103,000 professionals. **Overview** The Client Reporting Financial Analyst reports directly to the Client ... Finance Manager/Director. This position will partner with the Finance Directors and Client Finance Leads within the Brands of Publicis Communications North America… more
- Publicis Groupe (Chicago, IL)
- …soul of Publicis Media, Spark Foundry delivers the best of both worlds to a client roster that spans some of the world's best and most beloved brands and companies. ... and sociology, psychology, and other liberal arts disciplines. **Overview** The Analyst , Paid Search is responsible for monitoring and maintaining media campaign… more
- Publicis Groupe (New York, NY)
- …Publicis Groupe employs around 103,000 professionals. **Overview** The Senior Financial Analyst will support agency finance leads with client reporting, ... an analytical, problem-solving mindset with an eye for process improvement. **Responsibilities** Client Finance + Support client account leads with client… more
- MISO Energy (Little Rock, AR)
- **Description** **About the Role:** As a **Senior Analyst Client Services and Readiness** , you'll manage high-impact customer relationships, ensuring seamless ... will be essential to your success. **Key Responsibilities:** + Lead customer onboarding and act as their internal advocate. + Solve complex technical inquiries… more
- Santander US (Miami, FL)
- …the possibilities **We Want to Talk to You!** Position Summary: The Relationship Analyst is responsible to perform client service tasks in a well-organized ... understanding of bankers and the clients' needs. The Relationship Analyst operates independently in providing day-to-day client ...documentation. * Provide assistance with BRWG formats in Appian Onboarding . * Read and answer emails on a daily… more
- City National Bank (Newark, DE)
- …alerts for new clients or during periodic client reviews. Perform prospect client reviews and provide recommendations prior to onboarding prospects as well ... profile and update profile to determine accuracy of client risk level. * The KYC Review ( Analyst - Senior) will perform Enhance Due Diligence (EDD) reviews… more
- JPMorgan Chase (New York, NY)
- …ensuring a high level of customer satisfaction. + Partner with internal teams on the client onboarding and KYC process to support the Firm's adherence to legal, ... financial solutions that address the unique needs of each client in the portfolio. The Analyst will...of each client in the portfolio. The Analyst will support assigned Subsidiary Bankers with sales and… more
- Publicis Groupe (Chicago, IL)
- …measurement analytics, enhancing our capabilities and identifying growth opportunities for key client relationships. The Senior Analyst will bring a combination ... Media, built on hand raisers and difference makers, who approach every client partnership with an unwavering commitment to driving immediate impact. At Infinite… more