- Neuberger Berman (Chicago, IL)
- …product analytics, as well as portfolio review materials. Partner with Portfolio Management, Client Service , IT, Marketing, RFP, and Legal teams and collaborate ... EMPLOYER: Neuberger Berman Group LLC TITLE: Vice President, Client Reporting & Analytics Associate LOCATION:...portfolio management teams. Develop client reports and client portfolio review decks. Compile portfolio and market… more
- S&P Global (Chicago, IL)
- …cultivate a pipeline of contacts. Build strong relationships internally, liaising with Sales, Client Service , IIS, Marketing, and Product teams to support new ... internal use):** 12 **The Team:** We are seeking an Associate Director, Client Solutions Group to join...competitor strengths and weakness and uncover opportunities to gain market share + Strategically partner with distribution partners to… more
- Capital One (Mclean, VA)
- Senior Associate , Product Management - Client Acquisition & Management Experiences Product Management at Capital One is a booming, vibrant craft that requires ... a strong capacity to plan, execute, and deliver results, translating complex client and associate requirements into high-value, streamlined product solutions.… more
- SMBC (New York, NY)
- …to its employees. **Role Description** SMBC Capital Markets, Inc. is seeking a highly skilled Associate for Market Risk to join our esteemed Market Risk ... risk management is both comprehensive and forward-thinking. **Role Responsibilities** As an Associate for Market Risk, you will: - Lead and manage complex… more
- KeyBank (Dayton, OH)
- …(Salesforce Task Queue) to direct service -related work away from field and to Client Service Associates. This includes submitting service tasks to the ... 2nd Street, Suite 1950, Dayton Ohio **Job Summary** The Client Relationship Associate (CRA) supports the KPB...and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client… more
- World Insurance Associates, LLC. (Westborough, MA)
- …2-5 years of experience in financial services, wealth management, or a related client service role (preferred) + Strong understanding of investment accounts, ... Summary We are seeking a detail-oriented and highly organized Client Services Associate to support our financial...+ Professional, positive attitude and a commitment to exceptional client service + Bachelor's degree (preferred) What… more
- Dow Jones (New York, NY)
- **About the Role** The Client Associate is a necessary team player, partnering to sell integrated media solutions and partnerships to clients. You will support ... content that features clients _Team's support_ + Cover for Client Partner and Associate Client ...or understanding is advantageous + Proven experience in providing client support and service + Proven ability… more
- Citizens (San Francisco, CA)
- …are looking for added support to help us continue exceeding expectations. As a Registered Client Associate on this team, you will play a pivotal role in ... delivering exceptional client service and support within the wealth...and education, which includes the communication of investment updates, market insights, and performance reports + Serve as a… more
- BlackRock (Atlanta, GA)
- …that showcases a passion for quality and timeliness with respect to our team's client service execution. This role represents an opportunity to join the world's ... + Collect, validate, and aggregate qualitative and quantitative data attributes to service client reporting needs. Perform analysis on performance attribution,… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Securities Operations Associate / Client reporting Associate to join our Client Reporting team. This role is ... issues and achieve goals + Build expertise in operational processes including client account onboarding, cash payments, customer service , funding operations,… more