Client Analyst - New York

The Institutional Business Development Analyst will work closely with three senior Client Advisors within the Institutional Client Group. · Partner with the team on day-to-day new business development and client servicing tasks to ensure CA goals are met. · Assist in creating sal ...

TheInstitutionalBusinessDevelopmentAnalystwillworkcloselywiththreeseniorClientAdvisorswithintheInstitutionalClientGroup.TheAnalystwillcollaboratewithAssociates/CAs tosupporttheteamcarryingouttheirday-to-daybusinessdevelopmentgoals,clientservicingneedsastointernaladministrativesup ...

As a member of the North American Intermediary sales team and reporting to the Head of Bank and U.S. Offshore, the U.S. Offshore Analyst will help drive growth by making the sales team more effective with clients and prospects while also improving the quality of our data, process ...

Support the firm's Retirement business including Defined Contribution Investment Only Business Development professionals and senior Retirement Relationship Managers. · ...

The primary responsibility of the Client Analyst is to support the firm's Retirement business and build client partnerships with Retirement Clients including Recordkeeping Platforms, Trust Companies, TPAs, and other home offices. · ...

As a member of the North American Intermediary sales team, the primary responsibility of the Client Analyst is to support the firm's Retirement business. · Support Business Development professionals and Relationship Managers in all aspects of building and maintaining client partn ...

The Client Analyst will support the firm's Retirement business by building and maintaining client partnerships with retirement clients. · 1-3 years asset management sales or marketing experience preferred (intermediary or institutional) · SIE, Series 7, and 66 licenses required w ...

As a member of the North American Intermediary sales team, the U.S. Offshore Analyst will help drive growth by making the sales team more effective with clients and prospects while also improving the quality of our data, processes and reporting across the U.S. Offshore platform. ...

+Job summary · Atlantic Group is hiring a Client Operations Analyst (Investment Operations) in New York, NY (Hybrid) with our client, a leading investment firm. · +Client Onboarding: Manage account openings, transfers and subscription documentation. · Cash & Data Management: Moni ...

The Client Accounting Analyst will perform client accounting, billing and collection activities for assigned clients. The role requires a Bachelor's Degree in Finance, Economics, Business Administration or Political Science and 6 months of relevant internship or work experience. ...

We are looking for a Client Service Operations Analyst to join our Private Equity Team. · ...

A Client Operations Analyst will support high-net-worth portfolios through onboarding, · cash management and regulatory compliance. · Manage account openings transfers subscription documentation. · ...

The Client Accounting Analyst will perform client accounting, billing and collection activities for assigned clients. · ...

The Client Reporting Financial Analyst reports directly to the Client Reporting Finance Manager/Director. This position will partner with the Finance Directors and Client Finance Leads within the Brands of Publicis Communications North America to oversee all financial aspects rel ...

The Client Support Analyst acts as the initial point of contact for clients seeking assistance. · This role involves engaging with clients to address inquiries regarding products and implemented solutions, · while upholding high standards of customer service.Provide excellent cus ...

+Job summary · Sotheby's Client Strategy team develops and implements strategies around existing clients and gathers intelligence on key high net worth individuals in order to generate commercial opportunities. · Partnering with areas of the business including Specialist Departme ...

Job summary · Our Client, · Required Qualifications: Minimum of 3 years of experience in tax operations, · a solid understanding of withholding tax, · and excellent written communication skills. · ...

Kforce has a client that is seeking a Client Service Analyst in New York. · We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, and life insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible f ...

The Client Billing Analyst will serve as a central point of coordination between legal professionals, finance teams, and client stakeholders, · ensuring efficient execution of billing and collections processes while maintaining strong client service standards. ...

Financial Firm in Midtown Manhattan is seeking a Client Onboarding Analyst for a full-time position. Serve as primary point of contact for new and existing clients. · ...