- BMO Financial Group (Chicago, IL)
- …experience. Advanced level of proficiency: + Product Knowledge + Regulatory Compliance + Data Analysis Reporting + Document Management + Microsoft Office + ... Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner,… more
- BlackRock (Princeton, NJ)
- …The team is responsible for acquiring, harmonizing, and managing MASS Model third party client data for reporting purposes. The metrics produced by the team ... provides transparency at the client level and measures the success of the business.... **Role Responsibilities** + Work closely with partners (Business Management , Sales, Product Strategy, Finance ) to process… more
- JPMorgan Chase (Chicago, IL)
- …are seeking a highly talented candidate for a full-time position on our COS Business Management support team within the Finance & Business Management (F&BM) ... Join the Client Onboarding and Service (COS) organization, focused on...and Skills:** + Bachelor's degree with an emphasis in Finance or Business Management . + 5 years… more
- Optiv (Louisville, KY)
- …and serve as the point of contact for high-value or at-risk clients + Manage client satisfaction surveys. Use data to drive continuous improvement in client ... Loyalty program to improve lifetime experience + Analyze customer data to track client behavior preferences and...finance and revenue teams to understand ROI of client retention strategies + In partnership with Sales and… more
- Robert Half Office Team (San Diego, CA)
- …reports, and presentation materials. + Maintain up-to-date client records and support data entry into CRM and portfolio management systems. + Help resolve ... Our financial management organization is seeking a proactive, customer-focused Client Services Associate to join our team. This role offers the opportunity… more
- NTT America, Inc. (Carson City, NV)
- **Make an impact with NTT DATA ** Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading ... - it's a place where you can grow, belong and thrive. The Strategic Client Manager is responsible for generating new revenue from the sale of high bandwidth… more
- MUFG (Tempe, AZ)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...and experience to help improve the bank's use of data . The ideal candidate will have a deep understanding… more
- Truist (Richmond, VA)
- …predictive analytics delivery against shared objectives. 9. Exercise sound judgment, risk management , and foster a client centric culture throughout design, ... and 15 or more years of experience in Banking, Finance , Decision/ Data Science, Analytics, Computer Science, Applied...or Engineering 2. 10 or more years of progressive data science or analytics management experience with… more
- JPMorgan Chase (Plano, TX)
- …passionate about leveraging data and automation to drive operational excellence? As a Data Analyst in Client Tax Operations, you will play a pivotal role in ... to streamline data workflows and improve efficiency + Communicate complex data findings and recommendations to senior management and stakeholders + Establish… more
- Neuberger Berman (San Francisco, CA)
- …specific to client / prospect interests + Support the team with client and prospect contact management , including CRM maintenance. + Assist with new ... investment manager with c. $558 billion in assets under management as of September, 2025. The firm manages a...Business Development Analyst will work closely with two senior Client Advisors ("CA") within the Institutional Client … more