Client Reporting Operations

**Responsibilities**: - Coordinate the production process and troubleshoot monthly, quarterly, and ad-hoc client reports - Review data integrity of client reports - Utilize multiple sources to verify transaction details, investigate timing of transaction activity, payment of dividends and account holdings attributes. - Perform some account performance and...

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers.Job Summary:The Client Reporting (CR) teams are comprised of highly dedicated and client experience focused individuals who are responsible for all aspects of the client reporting and data maintenance for Private Banking, Chase...

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. Job Summary:  The Client Reporting (CR) teams are comprised of highly dedicated and client experience focused individuals who are responsible for all aspects of the client reporting and data maintenance for Private...

As a Client Reporting Operations - Associate within our team, you will be responsible for managing a team of 5-7 members, ensuring accurate and timely completion of operational procedures, and actively contributing to global projects and local initiatives. You will also be tasked with identifying, evaluating, and delivering process improvement initiatives....

Incident & Client Advisory (ICA) is part of the Assets & Wealth Management Operations Team supporting all aspects of client Onboarding to include the fulfilment of Anti Money Laundering (AML) and Know Your Client (KYC) requirements for the Wealth Management division of J.P Morgan Chase & Co, Asset & Wealth Management business segment. ICA ensure all...

You are a strategic thinker passionate about driving solutions. You have found the right team.As a client reporting professional in our Client Service team, you will spend each day defining, refining and delivering set goals for our firm. You will support Global Sales and Marketing teams, Client Account Managers and Products teams in delivering first class...

As a Client Reporting Business Analyst, you'll be responsible for operational oversight and control of the data feed aggregation process for Asset Wealth Management. The analyst will have a firm understanding of securities operations, and they will be able to establish new USPB, CWM and JPMA data feed connections with transmission control team, tech partners...

As a Client Reporting Business Analyst, you'll be responsible for operational oversight and control of the data feed aggregation process for Asset Wealth Management. The analyst will have a firm understanding of securities operations, and they will be able to establish new USPB, CWM and JPMA data feed connections with transmission control team, tech...

As a Client Reporting Business Analyst, you'll be responsible for operational oversight and control of the data feed aggregation process for Asset Wealth Management. The analyst will have a firm understanding of securities operations, and they will be able to establish new USPB, CWM and JPMA data feed connections with transmission control team, tech...

. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client...

. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client...

Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client...

Description About this role Team Overview Regulatory Operations is a growing team responsible for designing, implementing & leading all aspects of BlackRock’s regulatory processes. Our team is part of the Technology and Operations function at BlackRock that makes up around one third of the firm’s employees. The Regulatory Operations team plays a key...

Job Description: – Assisting with client servicing regarding reports, online and offline transactions andoperation services– Assisting clients with onboarding, fee payment and making vendor payments– Maintain accounts and manage compliances– Manage internal software for reporting– Should be flexible with any kind of operations roleMiscellaneous...

Job Description: – Assisting with client servicing regarding reports, online and offline transactions andoperation services– Assisting clients with onboarding, fee payment and making vendor payments– Maintain accounts and manage compliances– Manage internal software for reporting– Should be flexible with any kind of operations roleMiscellaneous...

Job Description: – Assisting with client servicing regarding reports, online and offline transactions andoperation services– Assisting clients with onboarding, fee payment and making vendor payments– Maintain accounts and manage compliances– Manage internal software for reporting– Should be flexible with any kind of operations roleMiscellaneous...

**Job Title: Client Service Operator** **Location: Mumbai** The Client Service Operator is responsible for assisting with client issues proactively, efficiently and to the satisfaction of the client, within assigned portfolios. Typically working under the guidance of the Client Services Manager and/or Client Services Specialist, they provide administrative...

**Job Title: Client Service Analyst (Branch Operations & Service Manager)** **Location: Mumbai** **Role Description** The Client Service Analyst is responsible for assisting with client issues proactively, efficiently and to the satisfaction of the client, within assigned portfolios. Typically working under the guidance of the Client Services Manager...

**About our client** Our client headquartered in Mumbai (Malad) is a brand marketing agency which specializes in experiential marketing activations, events, exhibitions and digital marketing solutions. **Job Brief** In this role, you will be responsible for coordinating with clients in the conferences and events. **Responsibilities** - You will be...

Job Title: Client Service OperatorLocation: MumbaiThe Client Service Operator is responsible for assisting with client issues proactively, efficiently and to the satisfaction of the client, within assigned portfolios. Typically working under the guidance of the Client Services Manager and/or Client Services Specialist, they provide administrative and...