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Associate, Client Reporting Group Jobs

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  • 5.0
    Weiss & Company – Glenview, IL
    EASY APPLY
    14 days ago 14d
    The Family Office Client Relations Associatereports to the head of our Family Office Services practice and works with the entire… paperwork/information for new client brokerage accounts and private equity investments for high net worth clients. They should be comfortable…
  • 3.8
    Veracyte – South San Francisco, CA
    Est. Salary $44k-$68k
    NEW
    billing department to resolve customer issues. The Client Services Associate will support the broader team's activities in order… The Position Our Client Services team is the key liaison between Veracyte and its customers. The primary responsibility…
  • 3.5
    MedStar Health – Washington, DC
    NEW
    full development life cycle including defining needs of the client, providing input for functional design, writing and configuring… better performance and outcomes. Documents all work as part of client deliverables, consistently using a professional documentation…
  • 2.7
    Ayco – United States
    Today 11hr
    customized reports to address client needs as required by the IP and/or the client Oversee the establishment of client files in… opportunity to be part of this unique culture of client service. We invest in our associates, care about professional development, and…
  • 4.5
    Equity Methods – Scottsdale, AZ
    5 days ago 5d
    and internal reporting for their stock-based compensation. The Financial Reporting Group has been rated #1 in client satisfaction… primary day-to-day contact to clients. You’re knee-deep in getting the work done alongside associates and senior consultants, and…
  • Integra LTC Solution – Anacortes, WA
    EASY APPLY
    NEW
    results oriented individual to lead its growing client services team who will report directly to the company president. The successful… · Ability to form trusted relationships with clients; clearly understand clients’ business objectives; build and maintain stellar…
  • 4.5
    Equity Methods – Scottsdale, AZ
    16 days ago 16d
    enhancing the way clients are served and solutions are originated. Roles for the Financial ReportingAssociate Complete our… dynamic solutions to our clients. Associates add value and support continued growth by helping clients migrate from spreadsheet-based…
  • 4.0
    TS Banking Group – Tioga, ND
    Est. Salary $42k-$61k
    4 days ago 4d
    providing exceptional client service through quality conversation, and efficient and accurate processing of client transactions. Work… differences; maintain CSR supplies. Identify the client by name; provide client service to individuals in person and over the telephone…
  • 4.0
    The Horton Group – Chicago, IL
    Est. Salary $30k-$50k
    5 days ago 5d
    properly to reports and other output documents. Provide routine consultation to clients and act as back up to Client Managers… through the handling of various tasks associated with new and renewal business. As a client facing role, excellent customer care…
  • 4.5
    Equity Methods – Scottsdale, AZ
    14 days ago 14d
    of the Financial Reporting Team provide critical support in financial reporting engagements by providing client-specific solutions… generate reports which need to be carefully audited and customized in preparation for client delivery. Prepare client-facing…
  • 3.5
    ADP – Tempe, AZ
    Est. Salary $55k-$94k
    4 days ago 4d
    practices Analyze team statistics and prepare reports for the Director Evaluate associates on performance and complete annual performance… conference calls. Ability to gauge client satisfaction through scheduled surrey's, client visits and day-to-day interaction.…
  • 3.4
    onPeak – Chicago, IL
    Est. Salary $20k-$27k
    Today 6hr
    and clients Provide group contacts with education on how to use Compass online block management tools Work with client and Account… communicate proactive group sales strategies in conjunction with Client, Account Executive, and Marketing Oversee the booking of VIP…
  • 5.0
    Macro Solutions – Crystal City, VA
    NEW
    people who have a passion for the services they provide to our clients. We are actively looking for a Senior OBIA/OBIEE Administrator… ourselves on building high-touch, high-trust environments for our clients and partners, at every level of our business. Assessed at CMMI…
  • 4.6
    Concept Plus – Arlington, VA
    Est. Salary $55k-$95k
    NEW
    security controls and policies, including self-testing and associated test documentation of the security controls Desired Experience… between system integration contractors and their government clients to understanding gaps in IT system security that the government…
  • 3.9
    Lenox Advisors – San Francisco, CA
    Est. Salary $40k-$57k
    11 days ago 11d
    policy process. The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting… opportunity in our San Francisco office for a Part-Time Client Service Associate, supporting a successful Financial Advisor/Insurance…
  • 3.2
    OppenheimerFunds – New York, NY
    EASY APPLY
    8 days ago 8d
    the Business. The ClientReportingAssociate position is a key role, working among distribution client services, legal and investment… includes, among others, ClientReporting which is a part of the Reporting Solutions team. The ClientReporting team supports the institutional…
  • 4.2
    Green Hasson & Janks LLP – Westwood, CA
    EASY APPLY
    Est. Salary $79k-$95k
    7 days ago 7d
    suggestions to improve client processes and accounting procedures. Responsible for training and supervising Associates Prepares staff… Title: Senior Associate Classification: Full Time, Non-Exempt Department: Auditing and Accounting Reports to: Supervising…
  • Allied Addiction Recovery, LLC – Pittsburgh, PA
    EASY APPLY
    NEW
    facility, with strong focus placed on the client experience (intakes and keeping existing clients) · Strong leadership and accessibility… maintaining the client call back program for intakes, follow-ups, confirmations, no-show, etc. including ensuring the clients understand…
  • 4.3
    Guardant Health – Redwood City, CA
    Est. Salary $47k-$72k
    16 days ago 16d
    ABOUT THE ROLE We are looking for a full-time Client Services Associate (CSA). The CSA is responsible for providing exceptional… accuracy of data entry Partner with the Clinical lab to ensure client information is correctly entered Manage and distribute materials…
  • 4.4
    SM&A – Camarillo, CA
    Est. Salary $78k-$108k
    NEW
    analyzers, power analyzers, etc. About SM&A We solve our clients' problems. Period. We offer on-demand solutions and professional… talented and highly motivated individuals to become SM&A associates. SM&A is an Equal Opportunity / Affirmative Action employer…
  • 4.2
    WeGoLook – Oklahoma City, OK
    EASY APPLY
    Est. Salary $33k-$56k
    NEW
    relationships with associates and clients Must possess a client-focused attitude with the ability to act as a client advocate when… improvements to processes, documents, tools, reports, etc. to benefit team and internal/external clients. Identify and execute business…
  • 4.4
    PayneWest Insurance – Coeur d'Alene, ID
    NEW
    Our Administrative Associates play a key role at PayneWest because they are the first individuals our clients interact with when… facilitating positive client interaction and providing office support to our internal colleagues. Our Administrative Associates are team-oriented…
  • 3.5
    Wells Fargo – Pleasanton, CA
    Est. Salary $35k-$52k
    5 days ago 5d
    $1.4 trillion in client assets. Unprecedented choice and flexibility for Financial Advisors and their clients is provided through… support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing…
  • 4.9
    PrincePerelson & Associates – Salt Lake City, UT
    Est. Salary $34k-$53k
    12 days ago 12d
    Reporting Analyst $35-40K The ClientReporting team for a top financial firm is seeking a Reporting Analyst who is able… prepare standard and custom clientreports Understand and identify potential risk in the reporting process Act as a central…
  • 3.5
    Clements Worldwide – Washington, DC
    EASY APPLY
    9 days ago 9d
    , and other supportive reporting functions as required in Excel Make changes and corrections to client accounts Monitor customer… Client & Partner Services Specialist Washington, D.C. Job Title: Client & Partner Services Specialist Department: Partner…
  • 3.5
    Wells Fargo – Charleston, WV
    Est. Salary $28k-$41k
    NEW
    technology. The PCG ClientAssociate provides support to the Financial Advisor by providing the FA and the clients of the FA with account… businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized…
  • 3.7
    Politico – Washington, DC
    EASY APPLY
    Est. Salary $37k-$56k
    1 days ago 21hr
    development. POLITICO is seeking Business Development Associates (BDA) to help identify and contact future Pro subscribers.… . What You'll Do: Identify and contact prospective clients using both in-bound leads and prospecting strategies Schedule…
  • 4.1
    A-LIGN – Dallas, TX
    EASY APPLY
    1 days ago 17hr
    successful at A-LIGN! Associates responsibilities include standard project execution and client service activities. Client engagements typically… variety of project experience with high profile clients. We have eliminated time reporting and chargeability goals, and have increased…
  • 3.8
    American Woodmark – Jackson, TN
    Est. Salary $22k-$36k
    1 days ago 14hr
    technical journals and financial reports. Ability to listen and communicate effectively with customers/clients in an effort to respond… activities to support SQDC targets, and meet and/or exceed client and/or customers’ expectations. Actively participate on assigned…
  • 3.8
    American Woodmark – Jackson, TN
    Est. Salary $54k-$89k
    1 days ago 14hr
    technical journals and financial reports. Ability to listen and communicate effectively with customers/clients in an effort to respond… activities to support SQDC targets, and meet and/or exceed client and/or customers’ expectations. Actively participate on assigned…
  • 3.5
    Marchex – Seattle, WA
    Est. Salary $48k-$72k
    27 days ago 27d
    with clients and associates. Work with Account Management and Onboarding to ensure account set-up is optimized and client is fully… jobs given by clients or internal teams. Work closely with clients and internal staff to be the primary client-side reference…
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