• Client Reporting Associate

    Principal Financial Group (New York, NY)
    **What You'll Do** We're looking for a Client Reporting Associate to join our Principal Asset Management Operations Reporting team. In this role, you'll ... the monthly/quarterly production of OCIO (Outsourced Chief Investment Officer) client reports in automated client reporting...and implementation of the client in the reporting system. + Assist the Associate Director… more
    Principal Financial Group (08/21/24)
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  • Quantitative Client Reporting

    Neuberger Berman (New York, NY)
    The candidate will play an integral role within the Quantitative Client Reporting & Portfolio Analytics team based in New York. This individual will be ... responsible for compiling portfolio and market specific materials, including institutional client reporting , bespoke institutional client exhibits, portfolio… more
    Neuberger Berman (10/23/24)
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  • Manager, Client Reporting

    Publicis Groupe (New York, NY)
    …of One." **Overview** Financial business partner to Publicis Agencies client teams reporting to the Director Client Reporting . Independently driving ... business trajectory in order to make business decisions. **Responsibilities** Client Reporting + Work closely with ...as well as plans for rolling forecasts + Assist Associate Director/Director in the development of revenue targets for… more
    Publicis Groupe (11/05/24)
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  • Senior Associate Accountant- Fund…

    Principal Financial Group (New York, NY)
    **What You'll Do** We're looking for a Senior Associate to join our Fund Administration, Tax & Oversight team. In this role, you'll be responsible for ... oversight/preparation financial reporting activities prepared by third-party service provider including semi-annual/annual...Bloomberg) + Success in this position requires a strong client service orientation, the ability to work under pressure… more
    Principal Financial Group (11/02/24)
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  • Client Relationship Associate II…

    TD Bank (New York, NY)
    …on challenging client deliverables + Coordinate collection of data and reporting for client request + Coordinates and facilitates meetings with internal ... specific details for this role. **Job Description:** A Relationship Manager Associate (RMA) within the Global Institutional Relationship Management team supports all… more
    TD Bank (11/06/24)
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  • Sr. Associate , Client Care

    CBRE (New York, NY)
    Sr. Associate , Client Care Job ID 183837 Posted...service for its flagship US enhanced return fund series. Reporting directly to the Head of Client Care, ... The CBRE Investment Management Client Solutions team is seeking a seasoned Client Care Senior Associate to support capital raising efforts and client more
    CBRE (09/10/24)
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  • Client Onboarding & Due Diligence…

    Morgan Stanley (New York, NY)
    We're seeking someone to join our team as an Associate in the Client Onboarding & Due Diligence Automation Team within the Firm's Wealth Management Operations ... to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position… more
    Morgan Stanley (10/23/24)
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  • Merrill Associate Client

    Bank of America (Stamford, CT)
    Merrill Associate Client Relationship Manager Manchester, New Hampshire;Stamford, Connecticut **Job Description:** Merrill Wealth Management is a leading ... culture driven, resilient, results focused and effective. **Position Overview:** The ** Associate Client Relationship Manager (ACRM)** supports the Firms business… more
    Bank of America (11/07/24)
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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 (11/05/24)
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  • Registered Client Service Associate

    Raymond James Financial, Inc. (Greenwich, CT)
    …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... software. * Excel, including developing spreadsheets as needed and for ongoing reporting . * Effective communication across multiple client interactive platforms… more
    Raymond James Financial, Inc. (11/14/24)
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  • Licensed Client Service Associate

    Citigroup (Uniondale, NY)
    The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
    Citigroup (10/08/24)
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  • Prospect Management and Client Coverage…

    Morgan Stanley (New York, NY)
    …requests, resolving coverage conflicts as they arise, help create and maintain reporting for Sr. Leadership. The PMCC Associate / Assistant Vice President ... workforce (M/F/Disability/Vet **Job:** **Wealth Management* **Title:** *Prospect Management and Client Coverage Associate /AVP* **Location:** *New York-New York*… more
    Morgan Stanley (09/19/24)
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  • Marketing Delivery Senior Associate , JP…

    JPMorgan Chase (New York, NY)
    …Chase Private Client and JP Morgan Private Bank. As a Marketing Delivery Sr. Associate on the JPMorgan Private Client team, you will thrive in a creative ... JP Morgan Private Client is more than a financial services provider,...campaign strategy and establish the framework for measurement and reporting . + Effectively and efficiently working within multiple systems… more
    JPMorgan Chase (11/13/24)
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  • Asset Management- Alternatives Client

    JPMorgan Chase (New York, NY)
    …services including trusts and estates, loans, mortgages and deposits. As a Client Account Manager you will be responsible for delivering exceptional client ... Sales and Investment Specialists to form a dedicated service team for each assigned client . You will work with our Head of Institutional Client Account… more
    JPMorgan Chase (11/14/24)
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  • Client Partnerships Associate

    Publicis Groupe (New York, NY)
    …In an industry with much uncharted territory, trust a steady hand. **Overview** As a Client Partnerships Associate , you will be a vital team player to your CJ ... advertisers. You will be responsible for supporting digital marketing strategies with reporting and insights that will help to determine how to enhance marketing… more
    Publicis Groupe (11/05/24)
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  • Licensed Client Service Associate

    Citigroup (New York, NY)
    The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 2-5 years relevant… more
    Citigroup (09/28/24)
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  • Manager, Sustainability Reporting

    KPMG (New York, NY)
    **Business Title:** Manager, Sustainability Reporting **Requisition Number:** 117934 - 68 **Function:** Business Support Services **Area of Interest:** **State:** NY ... we are, join our team. KPMG is currently seeking a Manager, Sustainability Reporting to join our Finance & Accounting organization. Responsibilities: + Serve as the… more
    KPMG (09/25/24)
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  • Business Platform Transformation s/4hana Pre-Sales…

    Robert Half (New York, NY)
    …that solution. Associate Directors have a solid understanding of their client 's business and demonstrate technical competence in their solution and industry. ... JOB REQUISITION Business Platform Transformation S/4HANA Pre-Sales Architect - Associate Director LOCATION NEW YORK CITY ADDITIONAL LOCATION(S) JOB DESCRIPTION You… more
    Robert Half (08/27/24)
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  • Location Strategy Associate

    ManpowerGroup (New York, NY)
    Our client in the financial industry is seeking a Location Strategy Associate to join their team. As a Location Strategy Associate , you will be part of the ... of information from multiple workstreams to ensure timely and accurate reporting of information and financial impacts across the platform. **Job Title:**… more
    ManpowerGroup (10/30/24)
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  • Associate Media Director, Data Operations

    Publicis Groupe (New York, NY)
    …as Media Tools resource to teams + Monitor reports for AQS and deliver reporting to markets and client . **Qualifications** + Bachelor's Degree, preferably with a ... and more. **Overview** **Starcom Global Data & Operations Team** manages client -specific operational tasks across virtually every practice area within the agency,… more
    Publicis Groupe (11/05/24)
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