Client Reporting

**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...

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...

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...

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...

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...

**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 DESCRIPTION** J.P. 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...

KEY RESPONSIBILITIES Managing a team size of minimum 5 Ensure accurate and timely completion of operational procedures. Understand, follow and demonstrate compliance with all Risk and Control regulations. Work Allocation and monitoring. Escalation management Active involvement in and contribution to Global Projects / Local Initiatives. Assist and ensure a...

Accountabilities/Responsibilities *Key responsibilities: Retail, Private & Institutional Reporting Support Sales channels in providing accurate and efficient fund data to clients Carrying out appropriate levels of data quality assurance / validation Coding and generating reports using Power BI Preparation for distribution of client data files...

Accountabilities/Responsibilities *Key responsibilities: Retail, Private & Institutional Reporting Support Sales channels in providing accurate and efficient fund data to clients Carrying out appropriate levels of data quality assurance / validation Coding and generating reports using Power BI Preparation for distribution of client data files under...

Accountabilities/Responsibilities *Key responsibilities: Retail, Private & Institutional Reporting Support Sales channels in providing accurate and efficient fund data to clients Carrying out appropriate levels of data quality assurance / validation Coding and generating reports using Power BI Preparation for distribution of client data files under...

Accountabilities/Responsibilities *Key responsibilities: Retail, Private & Institutional Reporting Support Sales channels in providing accurate and efficient fund data to clients Carrying out appropriate levels of data quality assurance / validation Coding and generating reports using Power BI Preparation for distribution of client data files under...

Accountabilities/Responsibilities *Key responsibilities: Retail, Private & Institutional Reporting Support Sales channels in providing accurate and efficient fund data to clients Carrying out appropriate levels of data quality assurance / validation Coding and generating reports using Power BI Preparation for distribution of client data files...

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...

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...

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....

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....

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....

**JOB DESCRIPTION** 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...