Client Reporting Associate

About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...

Job DescriptionJob DescriptionBCforward is currently seeking a highly motivated Mutual Fund Reporting Associate for an opportunity in Boston, MA 02210! Job Details:Job Title: Mutual Fund Reporting AssociateLocation: Boston, MA 02210Job Type: ContractDuration: 6 months and Possible extensionAnticipated Start Date: Asap Job Description:The Mutual Fund...

Who we are looking for Join the Financial Reporting team and learn the rules and regulations that drive financial statement disclosures and other regulatory filings. As a Financial Reporting Senior Associate you will work with senior team members to produce and/or review client monthly, quarterly, semi-annual and annual financial statements, regulatory...

The Client Service Associate in Boston will support the Client Service Team in portfolio operations for various clients. Key responsibilities include implementing client investment strategies, assisting with portfolio reporting, and providing support to the Investment Team. The role requires collaboration with global Operations and Investment teams, managing...

The Client Service Associate in Boston will support the Client Service Team in portfolio operations for various clients. Key responsibilities include implementing client investment strategies, assisting with portfolio reporting, and providing support to the Investment Team. The role requires collaboration with global Operations and Investment teams, managing...

The Client Service Associate in Boston will support the Client Service Team in portfolio operations for various clients. Key responsibilities include implementing client investment strategies, assisting with portfolio reporting, and providing support to the Investment Team. The role requires collaboration with global Operations and Investment teams, managing...

The Client Service Associate in Boston will support the Client Service Team in portfolio operations for various clients. Key responsibilities include implementing client investment strategies, assisting with portfolio reporting, and providing support to the Investment Team. The role requires collaboration with global Operations and Investment teams, managing...

The Client Service Associate in Boston will support the Client Service Team in portfolio operations for various clients. Key responsibilities include implementing client investment strategies, assisting with portfolio reporting, and providing support to the Investment Team. The role requires collaboration with global Operations and Investment teams, managing...

Exciting opportunity to join a highly regarded Boston Investment firm as a Client Associate! In this role will acts as a liaison between the client, portfolio manager, custodian and the operations department. This is a hybrid position with salary up to 100K!Responsibilities include: monitoring new accounts, set-up, closing accounts, and transfers, overseeing...

Exciting opportunity to join a highly regarded Boston Investment firm as a Client Associate! In this role will acts as a liaison between the client, portfolio manager, custodian and the operations department. This is a hybrid position with salary up to 100K!Responsibilities include: monitoring new accounts, set-up, closing accounts, and transfers, overseeing...

Exciting opportunity to join a highly regarded Boston Investment firm as a Client Associate! In this role will acts as a liaison between the client, portfolio manager, custodian and the operations department. This is a hybrid position with salary up to 100K!Responsibilities include: monitoring new accounts, set-up, closing accounts, and transfers, overseeing...

Exciting opportunity to join a highly regarded Boston Investment firm as a Client Associate! In this role will acts as a liaison between the client, portfolio manager, custodian and the operations department. This is a hybrid position with salary up to 100K! Responsibilities include: monitoring new accounts, set-up, closing accounts, and transfers,...

Exciting opportunity to join a highly regarded Boston Investment firm as a Client Associate! In this role will acts as a liaison between the client, portfolio manager, custodian and the operations department. This is a hybrid position with salary up to 100K!Responsibilities include: monitoring new accounts, set-up, closing accounts, and transfers, overseeing...

Exciting opportunity to join a highly regarded Boston Investment firm as a Client Associate! In this role will acts as a liaison between the client, portfolio manager, custodian and the operations department. This is a hybrid position with salary up to 100K! Responsibilities include: monitoring new accounts, set-up, closing accounts, and transfers,...

Newton is a global investment management firm owned by BNY, with offices in London, New York, Boston, San Francisco and Tokyo. It provides investment services to institutional clients, including US and global pension funds, sovereign wealth funds, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment...

Position: REMOTE - Client Service Associate Status: Full-Time Hourly (40 hours)Hours: Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch * Phenomenal customer service, written, and verbal communication skills* ABOUT THE ORGANIZATION: This is a temporary, REMOTE – Client Service Associate opportunity with the possibility of becoming a...

Job Title: Client Service Associate Location: Boston, MA Job Type: Hybrid Company Overview: Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences...

Job Title: Client Service Associate Location: Boston, MA Job Type: Hybrid Company Overview: Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences...

Summary The Client Service Associate acts as a liaison between the client, portfolio manager, custodian and the operations department. This is a hybrid role, 3 days in office and 2 days remote. Responsibilities Respond and resolve client requests/inquires on a timely basis. Monitor new accounts, set-up, closing accounts, and transfers. Oversee and review...

Job Title: Client Service AssociateLocation: Boston, MAJob Type: HybridCompany Overview:Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through...