Client Analyst - New York

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 ...

The Institutional Business Development Analyst will work closely with three senior Client Advisors within the Institutional Client Group. · The Analyst will collaborate with Associates/CAs to support the team carrying out their day-to-day business development goals, · client serv ...

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

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 ...

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

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. ...

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 ...

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 Finance Analyst to join Stagwell's finance department. · ...

+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 ...

+Job summary · Supports day-to-day financial operations across assigned clients. · +ResponsibilitiesOversee, review and approve media and production budgets. · Create client estimates and process client billing. · ...

The selected colleague will assist JCB corporate banking clients in responding to inquiries and requests. · ...

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

We are looking for a Client Finance Analyst to join Stagwell's finance department. · ...

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

Delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. · ...

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. The Client Strategy Analyst will work in tandem with Client Strategists to contribut ...

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 ...