- 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
- 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)
- …sociology, psychology, and other liberal arts disciplines. **Job Description** Overview: The Associate Director, Client Operations is an integral role within the ... for monitoring and building internal operational processes throughout the account. The Associate Director, Client Operations will also be responsible for… 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
- 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
- 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
- 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
- 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
- Neuberger Berman (New York, NY)
- **Summary:** The Client Services Assistant will provide comprehensive operational support to a seasoned Wealth Advisor Team at Neuberger Berman Private Wealth. ... daily activities of operational support team and facilitate all client service needs. + Act as a liaison between...industry and firm standards and requirements. + Collaborate with Reporting and Technology teams to resolve reporting … 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
- 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
- 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
- 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
- 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
- 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
- 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