- Aequor (Morris Plains, NJ)
- …accountabilities: ~Support on time, within budget, compliant, secure, and quality delivery of client data through the management of collation tools and provided ... share driveWork with QA to ensure accuracy and integrity of data being transmitted to clientData upload to client will be on a daily basisFollow and Comply with… more
- CSC ServiceWorks (TX)
- …areas for improvement and opportunities for upselling. + **Provide Insights:** Use client data to generate actionable recommendations that help clients achieve ... while empowering communities, clients, and team members to thrive. Overview ** Client Success Resolution Specialist** (Remote) _Monday - Friday 8:00am - 5:00pm_… more
- Neuberger Berman (New York, NY)
- …account reviews across business lines + Create, monitor, and update financial and client data reports; compile and distribute daily, monthly, quarterly, and ad ... desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all… more
- Principal Financial Group (Des Moines, IA)
- … client reporting and processing owning the complete process, analyzing client source data , interpreting individual custom plan documents, preparing employee ... **What You'll Do** As an **ESOP Client Service Manager 2** on our Employee Stock...to assist with questions, plan complexity discussions, education, participant data , plan administration procedures, etc. + Promote team development… more
- Capco, a Wipro Company (Houston, TX)
- …projects for retail energy providers, focusing on extracting, transforming, validating, and loading client data into target platforms **What You'll Get to Do:** ... + Write advanced SQL to cleanse, join, and transform data within staging databases + Collaborate with client... data within staging databases + Collaborate with client SMEs to document field-level mappings and transformation logic… more
- SMBC (Charlotte, NC)
- …risks/issues + Work with Client Onboarding Team to comply with internal client data management + Responsible for the creation and distribution of all ... of experience in Financial Services + 2+ years of experience working in client /static data management + BA/BS preferably in Finance or Economics + Proficiency in… more
- Neuberger Berman (New York, NY)
- …of all client and account types across the platform + Partner with Enterprise Data Governance to define and maintain client and account data dictionaries ... member of the Private Wealth Platforms & Experience organization, the role of ** Client Onboarding Journey Owner** will be responsible for the ownership and execution… more
- Neuberger Berman (Chicago, IL)
- …comprehensive client reports and client analytics + Produce monthly client reports and data for institutional and sub-advised clients. + Provide ... enhancing client service-related strategies + Maintain confidentiality with client information and data + Stay updated with market trends and developments in… more
- Advance Local (Grand Rapids, MI)
- …reduce reliance on OTAs. **Position Overview** We are seeking an experienced, data -savvy ** Client Success Manager, Marketing Analytics** who can combine strong ... It's ideal for someone who thrives on turning complex performance data into compelling client narratives and is eager to prove how marketing investments can… more
- Paycom Online (Grapevine, TX)
- …Paycom modules, providing comprehensive client support and troubleshooting. + Analyze client interactions and account data to identify trends and present ... problem-solving skills** + **Comfortable with high-volume calls, persuasion and data analysis to understand client needs** +...calls, persuasion and data analysis to understand client needs** + **Proficient in Windows, MS Office (Excel)… more
