Client Reporting Associate

Job OverviewThe Rockridge Group is seeking a highly skilled Client Reporting Associate to join its Investment Management Operations team. As a key member of the team, you will be responsible for producing, reviewing, and distributing client reports, ensuring timely and accurate delivery.Key ResponsibilitiesProduce high-quality client reports, adhering to...

About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm, established in 2018. With a rich history dating back to 1882, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations. Our team oversees $133 billion in...

Job Title: Client Support AssociateAmalgamated Bank is seeking a highly motivated Client Support Associate to provide oversight over all pricing, proxy, billing, statement, and corporate actions processes. This role requires strong analytical skills, excellent communication, and the ability to work independently to resolve complex issues.Key...

Company Overview: We are a startup company that specializes in calculating and providing indexes to our clients. Our clients rely on us to deliver accurate and reliable index data that helps them make informed decisions. We are passionate about delivering excellent customer service and are seeking a knowledgeable and customer-focused individual to join our...

Amazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team. In this position, you will work in one of the best-known global financial services firms and work directly with the best-performing...

Client Service Associate Reports to: Client Services Manager Status : Exempt We are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support. Duties: Provide back-office...

Client Service AssociateWe are seeking a dedicated and detail-oriented Registered Client Service Associate to join our Wealth Management team, focusing on stock plan business and client equity plans. This role requires close collaboration with corporate clients and their equity plan participants, providing exceptional service and support.Key...

We are a leading financial services firm, National Financial Partners, seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in delivering exceptional client experiences and building strong relationships with our clients.Key Responsibilities:Provide exceptional client service and...

Company Overview:We are a startup company that specializes in calculating and providing indexes to our clients. Our clients rely on us to deliver accurate and reliable index data that helps them make informed decisions. We are passionate about delivering excellent customer service and are seeking a knowledgeable and customer-focused individual to join our...

Amazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team.In this position, you will work in one of the best-known global financial services firms and work directly with the best-performing...

Amazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team.In this position, you will work in one of the best-known global financial services firms and work directly with the best-performing...

Unlock Your Potential as a Client Services AssociateWe are seeking a dedicated and detail-oriented Registered Client Service Associate to join our Wealth Management team, focusing on stock plan business and client equity plans. This role requires close collaboration with corporate clients and their equity plan participants, providing exceptional service and...

Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will provide exceptional customer service to our clients, assist with the opening and maintenance of client accounts, and perform various administrative tasks.Key ResponsibilitiesProvide exceptional customer service...

Supports all aspects of the sales activities of designated Client Partners. Project management: tracking of print insertions, high-impact digital executions, newsletters, and custom media activations. Direct communication and follow-up with clients a Client Associate, Client Support, Associate, Media, Sales, Business Services

About Us  MarketAxess is on a journey to digitally transform one of the world’s largest financial markets, enabling the shift from analog, phone-based trading to a fully electronic marketplace. Why does this matter? Because our platform makes trading fixed-income more accessible, ultimately improving transparency, efficiency, and competition in the...

About the RoleNasdaq Private Market is seeking a highly skilled Client Services Associate to join our team. As a Client Services Associate, you will play a critical role in facilitating secondary transactions for private companies, institutions, and individuals.Key ResponsibilitiesManage the transaction process from start to finish for late-stage,...

SummaryServe as Risk Monitoring & Reporting Associate to the Head of Projects, Risk Monitoring & Reporting. The team is responsible for reporting for Securitization and the Capital Markets Funding division. Key Responsibilities Produce all internal and external reports for Securitization: investor and rating agency reports for the ABCP conduit as well as...

SummaryServe as Risk Monitoring & Reporting Associate to the Head of Projects, Risk Monitoring & Reporting. The team is responsible for reporting for Securitization and the Capital Markets Funding division. Key Responsibilities Produce all internal and external reports for Securitization: investor and rating agency reports for the ABCP conduit as well as...

About UsMarketAxess is a leading financial technology company that is revolutionizing the way financial markets operate. Our platform enables the shift from analog, phone-based trading to a fully electronic marketplace, making trading fixed-income more accessible and improving transparency, efficiency, and competition in the marketplace.We are on a mission...

Job OverviewThe Client Manager Associate will be responsible for managing a client book of business in the 2-99 life space. This role will involve relationship development with clients, brokers, and key Guardian internal partners, including Underwriting, Sales Support, Service, and Claims. The successful candidate will be an ambassador to the business and...