Senior Client Associate jobs
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J.P. MORGAN ADVISORS SENIOR CLIENT ASSOCIATE - MORRISTOWN, NJ
Own the client onboarding and account maintenance for new and existing clients. Inclusive of collecting account-specific information, obtaining account document from clients and complying with regulatory policies and procedures. P...
| Company | Jpmorgan Chase & Co |
|---|---|
| Address | Morristown, NJ |
| Category | Retail |
| Salary | $66,500 - $90,000 a year |
| Job type | Full-time |
| Date Posted | a month ago See detail |
J.P. Morgan Advisors Senior Client Associate - Morristown, NJ
Jpmorgan Chase & Co
Morristown, NJ
$66,500 - $90,000 a year
Own the client onboarding and account maintenance for new and existing clients. Inclusive of collecting account-specific information, obtaining account document from clients and complying with regulatory policies and procedures. P...
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Senior Client Associate
Rockefeller Capital Management
Mountain View, CA
$80,000 - $90,000 a year
Handle operational aspects of client accounts including reporting on account holdings, investment performance, posting daily cash activity, updating the investment database and entering trade instructions. Proof and assemble clien...
2 months ago seen See more...
Investigator – Forensic Accountant Specialist/Senior Associate New
Inter-American Development Bank
Washington, United States
Supporting OIIs investigations function by providing forensic expertise, including forensic audits, in connection with investigations of potential prohibited practices in projects financed by the IDB Group.. Supporting OIIs prev...
2 hours ago seen See more...
AVP, Senior Associate, Marketing & Client Service
Ziegler Capital Management, Llc
Chicago, IL
$100,000 - $115,000 a year
Prepare and produce client/prospect deliverables and investment reports, as well as ensure timely, accurate and complete client records, including but not limited to:. Monthly client investment performance reporting. Quarterly cli...
3 weeks ago seen See more...
Field Tech Senior Associate New
Ntt Data, Inc.
Thousand Oaks, CA
Perform hard drive wiping procedures. Perform imaging procedures for new or used assets. Booting up computer and kicking off executable file for image process. Identifies potential issues that could adversely impact End User exper...
7 hours ago seen See more...
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EHS Senior Associate New
Caterpillar
Ferndale, WA
Identifies common safety/health/environmental hazards inherent in the organizations operations and works with Regional or Divisional EHS to establish guidelines for protection from those hazards. . Prepares or reviews EHS trainin...
12 hours ago seen See more...
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Tax Senior Associate New
Neuberger Berman Group Llc
New York, NY
The tax team at Neuberger Berman is involved in all aspects of the firm's global operations, including advice on fund structures and equity plans tax matters. The ideal candidate will work side by side with other members of the gl...
14 hours ago seen See more...
Senior Associate – Private Equity and Hedge Fund Accounting (Hybrid) New
Iqeq
United States
$65,000-$90,000
Calculation of management fees and incentive allocation. Expense tracking and approvals. Provide operational support for clients. Fund and management company financial statement preparation/review. Accounting principles and issues...
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Senior Associate, Anti Money Laundering/Prevention/Know Your Client
Bny Mellon
Lake Mary, FL
$79.9K - $101K a year
Make history.BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. Heres a few of our awards:Fortune Worlds Most Admired Companies & Top 20 for Diversity and Incl...
3 weeks ago seen See more...
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Senior Associate, Client Operations
Spark Foundry
New York, NY
$46,500 - $67,500 a year
Assist with processing monthly billing and financial reporting Assist the Operations Supervisor with miscellaneous Operations tasks and projects Project-manage large teams for specific deliverables on a monthly or ad hoc basis Pre...
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Senior Associate, Client Processing Team Lead
Bny Mellon
Pittsburgh, PA
$77.8K - $98.5K a year
Supervises/manages the day-to-day operations of a small- to medium-sized Client Processing support team that handles any/all aspects of client accounts, including solicitation, inquiries and problem resolution. Manages the daily t...
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Senior Registered Client Service Associate-Newport Beach, CA
Raymond James Financial, Inc.
Newport Beach, CA
$60.3K - $76.4K a year
Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and...
2 weeks ago seen See more...
Tax Senior Associate - Personal Financial Services
Pix11
New York, NY
Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...
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Financial Markets & RE - Financial Products Tax, Senior Associate
Pix11
New York, NY
Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...
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Corporate Tax Senior Associate - US
Pix11
New York, NY
Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...
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Insurance Tax Senior Associate - United States
Pix11
New York, NY
Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...
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Tax Senior Associate - Private Companies
Pix11
New York, NY
Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...
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Personal Lines Senior Client Advocate
Willis Towers Watson
Tate, GA
Develop new client opportunities through working with outside referrals sources and centers of influence. Obtain referral leads from existing clients once a book is established. Aggressively identify and pursue cross-selling oppor...
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Private Wealth Client Associate
York State Department Of Labor
New York, NY
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...
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Senior Associate Scientist, Process, Science, Modeling and Data
Johnson & Johnson
Raleigh, NC
Contribute to process model development by collaborating with various site/local teams including MSAT, operations, development, analytical, IT and digital/data science teams. Establish and implement projects to deliver innovative...
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Senior Client Service Associate - Registered
Stifel Financial
New York, NY
$75,000 - $80,700 a year
Maintain existing client relationships through the processing of client requests, resolving client inquiries while ensuring all client information and documentation is up to date. Act as a liaison between the branch and service de...
3 weeks ago seen See more...
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Credits & Incentives SALT Senior Associate
Bdo
Chicago, IL
Job Summary:The Senior Associate, STS SALT, applies industry knowledge and experience to clients by assisting in providing advice related to tax implications of their business objectives, recommend alternate courses of action, as...
2 days ago seen See more...
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Global Employer Services Senior Associate
Bdo
Austin, TX
Job SummaryThe STS GES Senior Associate is responsible for developing, recommending, and implementing efficient and effective methods to maximize client benefits, particularly by decreasing clients' current and future taxes. The S...
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Senior Associate, Reporting
Ss&C
New York, NY
Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans . Your Future: 401k Matching Program, Professional Development Reimbursement . Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid...
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Senior Associate - Private Equity and Hedge Fund Accounting (Hybrid)
Iq-Eq
Newark, NJ
Hybrid Schedule - 3 days/week in office in Newark, NJ. Calculation of management fees and incentive allocation. Expense tracking and approvals. Provide operational support for clients. Fund and management company financial statem...
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Senior Client Service Associate
Gemharvest
Stamford, CT
$80,000 - $120,000 a year
Serve as a primary lead for client onboarding and private wealth Client Services. Provide an excellent client experience for high net worth clients. Participate in the growth of a growing, independent RIA by servicing client needs...
3 weeks ago seen See more...
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Senior Client Service Associate
Linscomb & Williams Inc
Houston, TX
$70.1K - $88.7K a year
Bachelors or better...
3 weeks ago seen See more...
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Senior Associate, Client Service
Bny Mellon
Lake Mary, FL
$95.3K - $121K a year
This role is located in Lake Mary - HYBRID.In this role, youll make an impact in the following ways:Supports clients in addressing and resolving complex operational and technical issues and ensuring requests are executed.Resolves...
4 weeks ago seen See more...
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Associate or Senior Editor, Communications Medicine New
York State Department Of Labor
New York, NY
Handling original research papers and working closely with other editors on all aspects of the editorial process, including manuscript selection and overseeing peer review, within the framework of the journal's editorial policy.....
23 hours ago seen See more...
Associate or Senior Editor, BMC Psychology and BMC Psychiatry New
York State Department Of Labor
New York, NY
Work with other journal Editors to develop a journal development strategy for BMC Psychology and BMC Psychiatry, taking into account journal performance and development needs, as well as the overall strategy of the BMC series. Wor...
23 hours ago seen See more...
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