- Aegon Asset Management (Cedar Rapids, IA)
- …a thorough understanding of business and analysis concepts. + Supports client reporting needs including client performance and compensation. Performs ... interprets data for the purpose of determining past financial performance and/or to project a financial result. + Determines...client analysis and trend reporting . + Participate in monthly accounting processes to ensure… more
- T. Rowe Price (Baltimore, MD)
- …external stakeholders. + Contribute to the development and review of materials for client meetings, marketing efforts, client reporting , and internal ... working with other areas of the firm including, Sales, Distribution, Operations and Client Services. Supports Investment teams through all stages of the account life… more
- MUFG (New York, NY)
- …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...Controller, you will support daily Profit and Loss (P&L) reporting , assist in financial analysis, and ensure data accuracy… more
- Publicis Groupe (New York, NY)
- …kinds. **Responsibilities** + Primary task driver and doer for daily, weekly, and monthly client deliverables. + Provide timely reporting and draft bills to our ... key financial metrics and resolve issues proactively + Maintain timely accurate client billing and the collection of supporting documentation + Generate system… more
- BMO Financial Group (Greenwood Village, CO)
- …Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. ... direction of wealth advisor / relationship manager to maximize client lifetime value. + Acts as the key service...+ Ensures alignment between stakeholders. + Monitors and tracks performance , and addresses any issues. + Designs and produces… more
- SMBC (New York, NY)
- …Office to align with business priorities. + Develop and present management-level reporting and performance updates, including strategic initiative tracking. + ... departmental initiatives and emerging trends. + Engage directly with bankers to review performance metrics and pipeline activity. + Evaluate client and industry… more
- Citigroup (Tampa, FL)
- …Risk Management oversee risk identification, assessment, measurement, monitoring and reporting . They design and implement risk mitigation actions and focus ... analysis, provide updates on risk management, and aid in timely risk reporting . + Support root cause identification and corrective action recommendations to prevent… more
- Teleperformance USA (Warren, MI)
- …will become a key contributor in making that happen.** **Did you know that our Chief Client Officer started her career at TP as an agent and advanced to the pinnacle ... and** **Support Center** **personnel.** **R** **eal time interaction with client for reciprocal communication imperative to** **maintain** **operations at peak… more
- MUFG (New York, NY)
- …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 coordinates system enhancements for Pre-Trade validation and Post-Trade Reporting Systems + Monitor pre- and post-trading systems in… more
- T. Rowe Price (Owings Mills, MD)
- …with trade review. + Communicates with internal staff to process adjustments for client trading and reporting while maintaining compliance standards. + Create, ... include, tactical shifts, implementation of new accounts, portfolio rebalancing, client -driven requests, and model changes. The individual will utilize technical… more
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