- Grant Thornton (New York, NY)
- Grant Thornton is seeking a Microsoft Reporting Platform & Data Analytics Senior Associate to join the team in New York, NY. We are seeking a highly skilled ... Senior Associate , Microsoft Reporting Platform...Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed… more
- SitusAMC (Harrisburg, PA)
- SitusAMC is where the best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a real estate veteran, a ... come join our team! This role will be responsible for assisting with the reporting features of our proprietary Valuation Management System (VMS). The VMS manages the… more
- World Insurance Associates, LLC. (Ramsey, NJ)
- Position Objective The Senior Client Associate is a support position for the office. Responsibilities include data gathering and analysis, development of ... the firm's Investment Committee and Financial Planning Committee. The Senior Client Associate will deliver...Pontera platforms. + Manages Addepar and Tamarac systems (performance reporting , client portals, billing) to maintain data… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... organized, detail-oriented, and committed to delivering exceptional client service. The Senior Client Service Associate reports directly to the Financial… more
- R1 RCM (Chicago, IL)
- …encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. As a Client Delivery Senior Associate your role will be ... tasks in response to client requests. The Client Delivery Sr. Associate primary focus is...Create, deliver, and present both standard and ad hoc client -facing material/ reporting based on individual client… more
- Coldstream Wealth Management (Portland, OR)
- …ability to manage multiple tasks independently + A Bachelor's degree is preferred Keyword: Senior Client Service Associate From: Coldstream Wealth Management ... join one of our wealth management teams! As a Client Service Associate on one of our...Open brokerage accounts, establish cashiering needs, set up online reporting access + Update cost basis, track required minimum… more
- Raymond James Financial, Inc. (Deerfield, IL)
- …Summary** We are seeking to add a ** Senior ** **R** **egistered Client Relationship Associate ** to join our growing, high-performing financial services team. ... software. + Excel, including developing spreadsheets as needed and for ongoing reporting . + Effective communication across multiple client interactive platforms… more
- JPMorgan Chase (Tempe, AZ)
- …with the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial & Investment Bank, you ... will resolve client requests while working in partnership with Service Operations,...without direct supervision + Ability to provide quantifiable management reporting & present findings + Project Management & Execution… more
- Wells Fargo (Nashville, TN)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... via telephone, direct interaction and/or written correspondence + Facilitate FA and client requests for account related information and/or quotes + Schedule and… more
- Raymond James Financial, Inc. (Little Rock, AR)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... clients and college payments. * Prepares various business summary reports and client -specific reporting as needed for review by the financial advisor. * Oversees… more
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