- Fidelity TalentSource LLC (New York, NY)
- …is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. ... in the financial industry, while you nurture relationships with an existing client base. The Expertise We re Looking ForPrevious success in building relationships,… more
- Capgemini Government Solutions (New York, NY)
- …Ensure the Salesforce.com technical design aligns to overall enterprise architecture of the client and scales with it in the near future. Define technical best ... (9) years of professional job related experience with an Associate degree or seven (7) years with a Bachelor's...be used for verification, including during the hiring and onboarding process. Applicants for employment in the US must… more
- Fidelity TalentSource LLC (Greenwich, CT)
- …discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can prepare for and conduct efficient one-on-one ... appointments to make the best use of the client s time, as well as plan for post-appointment...rewards package, including a stable base salary, to recognize associate achievements. And our\u202Fbenefit programs\u202Fare designed to help you… more
- Fidelity TalentSource LLC (Chappaqua, NY)
- …of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. ... interpersonal skills and passion to engage with clientsAn aptitude to assess client needs and identify opportunitiesRemarkable attention to detail and ability to… more
- SMBC (New York, NY)
- …portfolio of benefits to its employees. **Role Description** Perform daily processing of client onboarding documentation and KYC due diligence. Verify that ... to KYC policies and procedures. **Role Objectives: Delivery** Perform daily processing of client onboarding documentation and KYC due diligence. Verify that … more
- JPMorgan Chase (New York, NY)
- …spark change, and guide customers' trust during crucial onboarding moments. As a Client Success Associate in Liink by JP Morgan, you support our clients ... onboarding , adoption, and beyond, working closely with the Client Success team and other cross-functional groups to ensure... implementations and internal strategic business initiatives. As a Client Success Associate , you will be leading… more
- City of New York (New York, NY)
- …and collaboration, with the goal of creating an inclusive, motivated, and client centered workforce. Human Resources Solutions (HRS) is recruiting for one (1) ... Associate Commissioner/Personnel Services (DOSS), M-3 to function as the...M-3 to function as the Executive Director, Recruitment & Onboarding , who will: - Oversee the efficient administration, operation,… more
- JPMorgan Chase (Jersey City, NJ)
- …and apply statistical techniques for effective risk management practices. As Control Manager Associate within the Client Onboarding & Documentation (CO&D) ... team, you will be responsible for identifying and monitoring significant risks, ensuring compliance with operational policies, control procedures, and legal/regulatory requirements through data-driven testing and automation. You will drive effective strategic… more
- 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 lead ... any issues that occur pre, post production cycle. + Onboarding of new OCIO clients. Partnering with client...client in the reporting system. + Assist the Associate Director with key project deliverables for multiple projects… 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 ... analytics for pitch books, factsheets and portfolio review materials. The Associate will collaborate with Portfolio Management, Client Service, Marketing,… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate NEW YORK, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... results focused and effective. **Position Overview:** The **Registered** **Wealth Management Client Associate ** role is a sales support position, typically… 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 world's best-known and most successful brands. **Job Description** **Our Client Operations Department** manages client -specific operational tasks across… 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
- MediaRadar (New York, NY)
- …with the Sales and Onboarding teams to ensure successful new client onboarding /hand-off and identify and refer cross-selling opportunities within your ... customer issues swiftly and provide best-in-class customer experience. + Document client engagement activity and proactively manage renewal pipeline, with account… more
- BlackRock (New York, NY)
- **About this role** ** Associate , Partner Marketing** **Aladdin Client Business** **New York, Princeton** **What does our business do?** Aladdin investment ... through sales and marketing initiatives. We work directly with client firms, as well as with global, digital and...on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock,… more
- JPMorgan Chase (Greenwich, CT)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... touch prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by interacting… 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...on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock,… more
- Mizuho Corporate Bank (New York, NY)
- …and innovation to our processes and methods. Job Description: As a Client Tax Documentation Operations Analyst, you will be responsible for the verification ... for accurately processing requests for customer's tax profile on various client systems. Responsibilities: + Manage and review weekly/monthly reports to assure… more
- Neuberger Berman (New York, NY)
- …of North America Client Service on client servicing tasks to ensure client service associate goals are met. Tasks will include reviewing and sending out ... and portfolio management team, negotiate Investment Management Agreements. Assist with onboarding new client accounts including asset transfers (tax lot,… more
- SMBC (New York, NY)
- …(Markitwire, ICE, etc.) manage trade lifecycle events, and assist in the client onboarding process (initiate credit application process and help coordinate ... to its employees. **Role Description** The Sales Middle Office Associate role will be joining the newly created Sales...credit discrepancies and create sales credit reports. + Coordinate client onboarding process across the client… more