- 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
- Neuberger Berman (New York, NY)
- The Client Reporting & Analytics Associate will play an integral role in the Global Client Platform Group and will be directly aligned with Neuberger ... for pitch books, factsheets and portfolio review materials. The Associate will collaborate with Portfolio Management, Client ...and timely production of investment analytics packages + Complete client reporting and client specific… more
- Publicis Groupe (New York, NY)
- …One." **Job Description** 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
- KPMG (New York, NY)
- **Business Title:** Tax Associate , Business Tax Services - New York Financial Services - Information Reporting and Withholding | New York Winter 2026 ... as a firm. KPMG is currently seeking a Tax Associate for our Business Tax Services practice. Responsibilities: +...of a multi-disciplinary team to develop and sustain excellent client relationships + Keep up to date on current… more
- 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
- Publicis Groupe (New York, NY)
- …Collective from our competitors, and provide a critical foundation to the agency. The Senior Associate , Client Operations will be part of a growing Client ... the opportunity to work on a high-energy, highly visible account. The Senior Associate supports the Operations Supervisor with processes, reporting and general… more
- Morgan Stanley (New York, NY)
- We're seeking someone to join our team as a Client Tax Associate in Wealth Management Operationsto perform numerous data reviews, tax forms, interacting with ... clients and vendors and ensure that all withholding and reporting obligations of the Firm are met. In the...financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level… more
- CBRE (New York, NY)
- Associate , Client Care - CBRE Investment Management Job...the role** Reporting directly to the Head of Client Care, the Client Care Associate ... will take on a pivotal role within the Americas Client Care Group ("CCG"). The CCG centralizes investor communications...funds, and working as part of a team, the Associate will be responsible for communications to investors, providing… more
- Neuberger Berman (New York, NY)
- … deliverables are met. Tasks will include reviewing and sending out recurring client reporting deliverables, meeting preparation, entering client directed ... Summary: The Client Service Associate (CSA) is a...diligence requests and ensuring deadlines are met. + Review reporting content and be ultimately responsible for quality of… more
- Amalgamated Bank (New York, NY)
- Amalgamated Bank seeks a highly motivated Client Support Associate to act in a lead capacity to provide oversight over all pricing, proxy, billing, statement, ... assisting with client communication when requested. + Oversight over tax reporting processes for clients, including communications with FIS & the IRS through… more
- Morgan Stanley (New York, NY)
- We're seeking someone to join our team as a Client Tax Associate in Operations to ensure that all IRS Tax documentations, withholding, reporting , deposits ... Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position within Core… more
- Publicis Groupe (New York, NY)
- …sociology, psychology, and other liberal arts disciplines. **Job Description** 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
- 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
- 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
- Publicis Groupe (New York, NY)
- …Performics, powered by digital-first, data-driven global practices that together deliver client value and business transformation. Publicis Media is committed to ... the consolidated strength of our agencies, deep understanding of our client drivers, leveraging scaled investment, marketplace innovation, strength in partnerships… more
- Neuberger Berman (New York, NY)
- …for scheduled remittances + Assist in the creation, coordination, and completion of client reporting + Interact with operations and middle office to resolve ... and external reporting + Process account openings/closings, transfers, and other client requests + Create, monitor, and update financial data reports + Prepare… more
- BlackRock (New York, NY)
- …at BlackRock have the best-in-class data, analytics, and tools to manage client assets. Twenty years ago, BlackRock made Aladdin available to other asset ... world. What does this mean for YOU? The Aladdin Client Business is fast-growing and very well positioned in...the overall success of the business development function. + ** Reporting & Analysis** : Track and report on sales… more
- JPMorgan Chase (New York, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client … more
- 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
- JPMorgan Chase (New York, NY)
- …moderate-income households and communities nationwide! As a Community Development Banking Associate within our dynamic team, your initial responsibility will be to ... process, including closing calls, due diligence collection, and internal reporting requirements. + Review legal documentation associated with the transaction… more