- Bank of America (Charlotte, NC)
- …external agents + Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting + Escalates ... **Job Description:** This job is responsible for providing moderately complex research, reporting , and analytical support for the delivery of end-to-end support for… more
- Neuberger Berman (New York, NY)
- …include providing support to private wealth teams, driving the evolution of client reporting solutions, and managing the distribution of client ... and effectiveness + Engage with private wealth teams to assess client reporting needs, recommend available reporting solutions, and drive enhancements… more
- Bank of America (Chicago, IL)
- … experience + Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting + Escalates potential ... **Job Description:** This job is responsible for providing moderately complex research, reporting , and analytical support for the delivery of end-to-end support for… more
- SCRAM Systems (Durham, NC)
- …+ Removal authorizations + Alcohol violations + Compliance certifications/extensions + Compliance reporting + Clean up client data (driver's license, vin ... **On-Site** **M-F** POSITION OVERVIEW: The Compliance Reporting Specialist will be part of a centralized...Call clients to verify court requirements, validate and update client profiles due to the call center not capturing… more
- Compass Group, North America (Minneapolis, MN)
- …of assigned clients is correct to reduce and/or eliminate order adjustments and inaccurate client reporting + All client commission payments and reporting ... Receivable / Consolidation Services + Finance / Accounting + Client & Account Management + Vendor Relations / Operations...please check out this position! The Financial Analyst provides reporting and analysis for national vending and office coffee… more
- Manulife (Vancouver, WA)
- …of Record. + Timely and accurate production and coordination of the quarterly client reporting process in conjunction with the front office, finance, ... performance, and the administrator. + Quality control and tolerance check all client reporting before publication to investors. + Act as a liaison between the… more
- Manulife (Charlotte, NC)
- …of Record. + Timely and accurate production and coordination of the quarterly client reporting process in conjunction with the front office, finance, ... performance, and the administrator. + Quality control and tolerance check all client reporting before publication to investors. + Act as a liaison between the… more
- Insight Global (Chicago, IL)
- Job Description Day to day: Our client is looking for a Financial Reporting & Analysis Manager to join the financial team and manage 1-2 Financial Analysts ... VP of Controller and responsible for the company's external financial reporting including managing and/or performing all financial functions associated with… more
- Neuberger Berman (New York, NY)
- …or Investment Advisory function. + Demonstrated experience with Wealth Management Client Reporting functions (Performance Calculations, Fund Structures, etc.). + ... and analyze current and future needs for private wealth monthly/quarterly client -facing reporting . + Represent Neuberger Berman Technology alongside advisor… more
- TIAA (New York, NY)
- …requests from clients about performance, positioning, terms, etc. + Complete ongoing client reporting based on an established checklist + Prepare presentation ... Relations and the Head of Business Development in areas related to client services, performance reporting , business development and marketing. Under moderate… more