• Client Reporting Associate

    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
    Neuberger Berman (09/09/25)
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  • Client Associate - Private Wealth…

    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 ... experienced Wealth Advisor Team managing over $2b AUM. The Client Associate enhances the client ...allocations, fees, etc., using various in-house portfolio systems + ** Client Reporting ** : Provide customized reporting… more
    Neuberger Berman (10/10/25)
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  • Associate Director, Client Analytics

    Evolent (Albany, NY)
    …the impact of our specialty programs and administrative platform. Role Overview The Associate Director role on Client Analytics will support both internal teams ... Stay for the culture. What You'll Be Doing: The Client Analytics team provides a unique opportunity to collaborate...impact across internal teams and external partners. + Advanced Reporting & Compliance: Lead the development of regulatory and… more
    Evolent (09/05/25)
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  • Client Service Associate

    Raymond James Financial, Inc. (Buffalo, NY)
    …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... prospecting for new clients. + Prepares various business summary reports and client -specific reporting as needed for review by the financial advisor. + Creates… more
    Raymond James Financial, Inc. (10/16/25)
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  • Client Associate

    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
    Neuberger Berman (08/13/25)
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  • Senior Associate , Client Operations

    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
    Publicis Groupe (10/08/25)
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  • Client Service Associate

    Kestra Financial (Kings Park, NY)
    Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer… more
    Kestra Financial (09/11/25)
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  • Asset Management - Alternatives Client…

    JPMorgan Chase (New York, NY)
    Join JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed ... institutional clients! As a Client Account Manager within Asset Management you will be...well as templates and outline data requirements for MIS/KPI reporting **Required qualifications, capabilities, and skills** + Undergraduate degree… more
    JPMorgan Chase (10/04/25)
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  • Registered Client Service Associate

    Raymond James Financial, Inc. (Saratoga Springs, NY)
    …software. + Excel, including developing spreadsheets as needed and for ongoing reporting . + Effective communication across multiple client interactive platforms ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… more
    Raymond James Financial, Inc. (08/26/25)
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  • Client Service Associate

    UHS (Johnson City, NY)
    Position OverviewThe Client Service Associate assists physicians, patients and other healthcare professionals as the laboratory resource for test reports, supply ... support to internal and external customers performing problem investigation, resolution, client notification and specimen problem reporting . Primary Department… more
    UHS (09/06/25)
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