- HUB International (Austin, TX)
- …competent professional team. **BRIEF DESCRIPTION / OVERVIEW** : We are looking for a Client Associate . You will assist wealth managers and financial planners in ... preparing and processing paperwork to open and maintain client accounts. You will resolve any account related issues that occur, process distributions and… more
- Morgan Stanley (New York, NY)
- …knowledge of the existing client base and any material changes to client information * Assist in preparing periodic reporting for senior stakeholders * ... **Job:** **Investment Banking/Sales/Trading/Research* **Title:** *ISG Management, Financial Crimes & Client Onboarding - Associate * **Location:** *New York-New… more
- HUB International (Mclean, VA)
- …we are passionate about our talent. We currently have an opportunity for a ** Client Service Associate - Retirement Plans** **& Financial Wellness** to join our ... office. The selected individual will be responsible for preparing client reviews and providing administrative support to the advisor's...Assist with firm and team goals and ad hoc reporting requests from the team + Assist with office… more
- University of Michigan (Ann Arbor, MI)
- Client Care Associate Apply Now **How to Apply** A cover letter is required for consideration for this position and should be attached as the first page of your ... the Ann Arbor Meals on Wheels (AAMOW) team, the Client Care Associate will play a vital...conducting wellness checks, interacting with clients and their caregivers, reporting any concerns to the AAMOW team, and providing… more
- T. Rowe Price (Baltimore, MD)
- …and a comprehensive suite of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA, TAMP's, and Intermediary Platform ... presence in the advisor sold market by ensuring excellent client service across all T. Rowe Price's Alternative products....+ Work with internal teams to address data and reporting challenges. + Maintain and monitor transaction pipeline to… more
- JPMorgan Chase (Newark, DE)
- …has ranked #1 out of 50 of the best companies in the US As a Client Account Associate in Commercial Lending, you will initiate new internal requests for ... client onboarding, maintaining, updating and keeping client ...and ensure the accuracy of customer data for regulatory reporting , including metrics reports + Work with technology for… more
- S&P Global (New York, NY)
- …existing systems and provide guidance on additional products. + Analyze complex client inquiries through application of product knowledge and client ... daily with CTI software engineers to troubleshoot and resolve client issues and implement customizations. + Lead meetings with...role in a software company and/or Tax Withholding and Reporting experience preferred. + Proficient in MS Office Suite,… more
- WTW (New York, NY)
- …guidance on the open items with clients. Provide leadership and support for ongoing client projects and subsequent reporting and analysis (ie: Client ... person will lead, project manage and ensure timely execution on all client service activities including day-today account management and strategic initiatives. This… more
- BlackRock (New York, NY)
- …Wealth clients & products, respectively, ** Client Experience Operations-** core client operations teams driving reporting , billing, and onboarding due ... **About this role** **About Client Experience** Our mission within the Client Experience (CX) organization is to make it easier for clients to do business with… more
- Bully Pulpit Interactive (Washington, DC)
- …possible for American and European clients. We are seeking a Full-Time Senior Associate with a digital advertising background. In this position, you will work ... and confidence with clients. The Impact You Will Make: Client and Account Management + Act as a point...brief writing to ideation to strategic implementation, analysis and reporting Excels in fast-paced work environments and juggling multiple… more