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SENIOR ASSOCIATE, FUND/CLIENT ACCOUNTING

Here's a few of our awards: * Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion * Bloomberg's Gender Equality Index (GEI)* Best Places to Work for Disability Inclusion, Disability: IN - 100% score * 100 B...

CompanyThe Bank Of New York Mellon
AddressNew York, NY
CategoryAccounting/Finance
Job typePermanent
Date Posted a month ago See detail

Senior Associate, Fund/Client Accounting

The Bank Of New York Mellon

New York, NY

Here's a few of our awards: * Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion * Bloomberg's Gender Equality Index (GEI)* Best Places to Work for Disability Inclusion, Disability: IN - 100% score * 100 B...

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Client Services Associate

First Business Bank

Brookfield, WI

$40.3K - $51K a year

Provide Exceptional Client Service. Respond to clients questions by answering the telephone promptly, greeting clients upon their entering the bank, and promptly responding to emails. Perform Teller Transactions with Accuracy. Re...

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Financial Advisor Assistant / Client Relations

Benzer Capital

Remote

$22 - $26 an hour

Follow the Benzer Process to connect and onboard prospective clients. Prepare proposals and guide prospective clients through the Benzer Process. Manage Client Onboarding, maintenance, and updates process. Follow the Benzer Model...

a month ago seen

Client Service Associate

Compound

Massachusetts, United States

$55,000 - $65,000 a year

Support the onboarding process for new clients by:Working with clients to ensure their dashboard accurately collects all relevant personal and financial informationIf the client is consolidating accounts under Compound youll:Faci...

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Remote-Bilingual Client Support Associate- Chinese(Night Shift 11pm-8am)

Firstrade Securities Inc.

Remote

$23 - $25 an hour

Daily interaction with customers by responding to inbound email and phone calls regarding investment information and services as needed. Provides exceptional customer service by meeting all customer demands as they relate to relat...

a month ago seen

Client Services Associate

El Education Inc

United States

$43,000 - $59,400 a year

Gather information and materials from internal and external partners about clients, staffing, and financial matters Compile details in central locations such as Google Suite or Salesforce CRM (depending on the nature of the inform...

a month ago seen

Client Service Associate

Biziq

Remote

$15 an hour

Claim and verify Google Business Pages for small to medium-sized business accounts. Optimize business listings with accurate and compelling information, ensuring alignment with client branding. Implement local search optimization...

a month ago seen

Client Configuration Associate

Clearcompany

Remote

$42,000 - $44,000 a year

You will be joining forces with our Implementation Team to revolutionize the customer implementation journey, achieving unparalleled excellence by slashing costs, turbocharging time-to-value, and forging an unforgettably exception...

a month ago seen

Part-time Client Services Associate (Remote, California-based)

Modern Wealth Collective

California, United States

From $25 an hour

Series 6 & 63/65 or 7 & 66 preferred. Redtail CRM Experience preferred. You are willing to fully adopt and champion the Modern Wealth Collective brand internally and externally. You understand the value of building long-term rela...

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Merrill Financial Solutions Advisor - Charlotte & Associates Market

Bank Of America

Charlotte, NC

$68.4K - $86.7K a year

Get training and one-on-one mentorship from managers who are invested in your success. Youll enroll in our Academy to develop as an advisor; the potential for growth is yours! Build connections to grow your network and business....

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Associate Manager, Client Connect

Disney Entertainment

Santa Monica, CA

Own tracking of incoming RFPs, outgoing output and sold details. Collaborate with a variety of internal/external partners, contributing to the development of market leading ad sales opportunities and sponsorship programs that driv...

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Profit Formula Senior Registered Client Associate

York State Department Of Labor

New York, NY

Assist Profit Formula (PF) Financial Advisor(s) with sales, service, and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Profit Formul...

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Client Services/Operations Associate

Glassman Wealth Services

Vienna, VA

United States, Virginia, Vienna

Administer basic advisory operations tasks, including money movement and client paperwork. Process data entry updates and check filing. Provide ad hoc support for more complex projects like reporting, billing, and compliance. Be s...

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Advisor Associate

Joel Isaacson & Co.

New York, NY

$65,000 - $80,000 a year

Dental insurance. Flexible spending account. Paid time off. Parental leave. Professional development assistance. Referral program. Retirement plan. Tuition reimbursement. Vision insurance. Bonus opportunities. Profit sharing. Hybr...

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Associate IT Client Support Analyst

Hca Florida South Tampa Hospital

Tampa, FL

Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transporta...

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Associate IT Client Support Analyst

Henrico Doctors' Hospital Forest

Richmond, VA

Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transporta...

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Associate IT Client Support Analyst

Medical City Children's Hospital

Dallas, TX

Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transporta...

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Associate Director, Client & Learning Solutions

Uva Darden School Foundation

Charlottesville, VA

United States, Virginia, Charlottesville

New Client Lead Generation (90%): Work within a team to sell executive education achieving quarterly lead generation and annual sales goals..Collaborate with the Business Development and Client Director teams to develop relationsh...

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Investment Advisor Associate Director

Tandym

New York, NY

Establish and/or maintain a compliance program. Draft Compliance Manuals and Code of Ethics Procedures. Assist with annual reviews. Draft Form ADV amendments. Serve as Chief Compliance Officer for clients in limited circumstances....

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Associate - Private Client

An International Law Firm

Washington, DC

A Firm where everyone belongs: Our award-winning culture prioritizes warmth and authenticity we encourage you to be yourself! Enthusiasm for diverse perspectives: We're smarter and stronger when everyone has a voice and a seat a...

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Associate - Private Client

An International Law Firm

Chicago, IL

A Firm where everyone belongs: Our award-winning culture prioritizes warmth and authenticity we encourage you to be yourself! Enthusiasm for diverse perspectives: We're smarter and stronger when everyone has a voice and a seat a...

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Associate - Private Client

An International Law Firm

Miami, FL

A Firm where everyone belongs: Our award-winning culture prioritizes warmth and authenticity we encourage you to be yourself! Enthusiasm for diverse perspectives: We're smarter and stronger when everyone has a voice and a seat a...

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Associate Relations Advisor

Lowe's

Mooresville, NC

Investigates non-complex employee complaints brought forward and ensures compliance to regulatory policies and procedures. Reviews and approves all corrective action reports and performance improvement plan documents. Assumes owne...

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Client Service Associate

Gpac Talent Network

Lynn, MA

Are you looking for a new job opportunity?We are seeking a Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accu...

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Client Service Associate

Gpac Talent Network

Fresno, CA

Are you looking for a new job opportunity?We are seeking a Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accu...

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Client Sales Advisors - BMW of Columbia

Group 1 Automotive, Inc.

Columbia, SC

$4000 Monthly Guarantee Plus Commission. 4 Day work week schedule!. $100,000+ Potential Your First Year!. Continuous training with amazing growth potential!. Professional Work Environment. Health insurance. Dental insurance. Visio...

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Private Wealth Client Associate

Bank Of America

Miami, FL

Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence R...

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Client Reporting Associate

York State Department Of Labor

New York, NY

Assist generating customized quarterly reports and analysis, in accordance with established industry and firm standards and requirements.. Collaborate with Reporting and Technology teams to resolve reporting issues as they are ide...

2 months ago seen See more...

Associate Compensation Advisor

Willis Towers Watson

New York, NY

Supporting Compensation Leads and Advisors on Sales Compensation plan activities:Review and maintain sales plan inventory.Project manage the sales compensation review project.Review of the Share Awards Committee (SAC) process to i...

2 months ago seen See more...

Private Client Financial Advisor

Citizens

New York, NY

Identify client objectives and goals; then monitor progress throughout the financial lifecycle. Broaden and deepen affluent client relationships in investment, deposit, and lending. Become a trusted advisor who earns referrals fro...

2 months ago seen See more...

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