- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within ... service support to the wealth advisor's high net worth clients. **Responsibilities** Client Reporting + Assist generating customized quarterly reports and… more
- Publicis Groupe (New York, NY)
- …in over 100 countries, Publicis Groupe employs around 103,000 professionals. **Overview** The Client Reporting Associate Director reports directly to the ... Client Reporting Finance Director. This position will partner with the...client finance matters + Responsible for providing Agency client time reporting to track actuals +… more
- BlackRock (New York, NY)
- …how we store, model, and deliver private markets data sets to power client reporting , streamline data processes, and enable robust system integrations. You ... most complex challenges as private markets become an increasingly vital part of client portfolios. We are looking for an exceptional candidate to help accelerate our… more
- Neuberger Berman (New York, NY)
- …customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a ... for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client ...allocations, fees, etc., using various in-house portfolio systems. + ** Client Reporting ** : Provide customized reporting… more
- JPMorgan Chase (Jersey City, NJ)
- …Exception Manager and sign off for end of day batch Process ensuring timely and accurate client reporting + Monitor daily work flow queues and adhere to SLAs in ... to identify inefficiencies and manage improvement operations. As an Associate II within the Prime Client Operations...+ Train clients on usage of recent technology and reporting processes, represent Operations on client visits… more
- Bank of America (New York, NY)
- Merrill Associate Client Relationship Manager New York, New York;New York, New York; New York, New York **To proceed with your application, you must be at least ... culture driven, resilient, results focused and effective. **Position Overview:** The ** Associate Client Relationship Manager (ACRM)** supports the Firms business… more
- CIBC (New York, NY)
- …To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Client Service Associate /** **Senior Client Service ... efforts by delivering exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with… more
- Neuberger Berman (New York, NY)
- …for reporting + Assist in the creation, coordination, and completion of client reporting **Experience and Skills Qualifications:** + SIE, Series 7, and ... desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all… more
- Publicis Groupe (New York, NY)
- …marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a growing ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate Director and… more
- BlackRock (New York, NY)
- **About this role** **Aladdin Client Transformations - Front Office** **What we do** BlackRock's business is investing on behalf of our clients, from large ... growing rapidly, with the volume and complexity of new client deals and strategic partnerships growing each year. We...looking for a candidate to join us in the Associate /VP role within the team's Front Office practice. **Your… more
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