Client Reporting Associate Job at Stephen Bell Associates (London)

Client Associate / Sr. Client Associate

A premier private wealth platform managing $70B+ in client assets is looking for...

Location

United States , San Francisco

Salary:

80000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

0–3+ years of financial services, client service, or wealth management experience
Strong communication skills and polished client presence
Highly organized, proactive, and thrives in a fast-paced environment
SIE / Series 7 / 66 preferred (or willingness to obtain)
Experience with Salesforce, eMoney, DocuSign, Fidelity/Schwab, or CRM systems is a plus

Job Responsibility

Support an experienced Wealth Advisor team managing nearly $2B AUM
Drive a world-class client experience
Gain hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management

What we offer

15% 401(k) contribution on TOTAL compensation
Bonus
Benefits
Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
401(k) plan (for contract/temporary professionals)

Fulltime

Client Associate / Sr. Client Associate

A premier private wealth platform managing $70B+ in client assets is looking for...

Location

United States , San Jose

Salary:

80000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

0–3+ years of financial services, client service, or wealth management experience
Strong communication skills and polished client presence
Highly organized, proactive, and thrives in a fast-paced environment
SIE / Series 7 / 66 preferred (or willingness to obtain)
Experience with Salesforce, eMoney, DocuSign, Fidelity/Schwab, or CRM systems is a plus

Job Responsibility

Support a Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships
Gain exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management

What we offer

Base + Bonus
15% 401(k) contribution on TOTAL compensation
Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
Enrollment in company 401(k) plan (for contract/temporary professionals)

Fulltime

Client Reporting & Rfp Associate

Our client is a leading boutique asset manager with a range of successful active...

Location

United Kingdom , London

Salary:

Not provided

Stephen Bell Associates

Expiration Date

Until further notice

Requirements

self-starter
strong academics
RFP/client reporting/performance/client services experience gained in asset management
good investment knowledge
advanced analytical, written and verbal communication skills
excellent attention to detail
keen interest in financial markets
ability to prioritise and meet deadlines

Job Responsibility

Review and maintain client reporting materials including performance, risk measures, portfolio exposures and fee information, ensuring accuracy, consistency and timeliness
Own and document reporting calculations and methodologies
investigate data issues and provide clear, reproducible solutions
Leverage technical and data expertise to respond to client and internal data requests, including working with large datasets and complex information
Manage projects focused on refining client reporting and information distribution structure and processes to meet client needs
Write RFP’s, RFI’s and DDQ’s, working closely with subject matter experts across the firm
Create and manage key client materials including presentation slides and investment summaries
Build relationships with key internal stakeholders
Manage information provided to consultants and consultant databases

Associate – Collateral and Client reporting management Middle Office

Within, Operations, Premises & Country COOs (OPC) based in Hong Kong, Capital Ma...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Crédit Agricole

Expiration Date

Until further notice

Requirements

Minimum 6-8 years’ experience in Collateral Management, MTM reporting activities
University Degree holder from discipline in Finance, Mathematics or Engineering
Comfortable with multi-tasking and able to work independently with minimal supervision
Strong attention to details and a self-starter who is highly motivated
Good judgement, alertness and common sense
Versatile with PC tools and applications, e.g. MS Office, VBA
Good knowledge of financial products and understanding of the operational risks involved in OTC Derivatives, Repo’s, Equity Finance Bilateral and Tri-party, MTM, Collateral management process
Good analytical, organizational and interpersonal skill
Fluency in English. Proficient in French or other Asian languages a definite advantage

Job Responsibility

Manage the Margin calls for OTC Derivatives, REPO, Equity Finance Bilateral and Tri-party
Notification, confirmation and settlement
Reconciliation and disputes
Follow-up on unusual counterparties behaviour and margin call discrepancies
Contracts setup and liaison with the various teams involved setup in the systems
Co-ordinate with Front Office, Risk and other concerned departments to setup client desk and issue Mark-to-Market statements to clients
Perform daily controls
Assist the Line manager in supervising the day-to-day activities
Follow-up on query from clients
Assist in system enhancement, UAT testing, New product onboarding for Collateral mgt process

Fulltime

Associate, Client Service, Media

The Associate is responsible for servicing media clients through the development...

Location

United States , New York

Salary:

64300.00 - 85000.00 USD / Year

Kantar

Expiration Date

Until further notice

Requirements

Bachelor’s degree in market research/marketing or related social science and analytic disciplines
1+ years of professional market research experience preferred with exposure to quantitative methodologies
1+ years of experience in client facing roles and track record of success in client interactions
Basic understanding of digital advertising principles and practices
Strong process and time management skills
capable of prioritizing and delivering against multiple/competing deadlines
prior project management experience preferred
Proficient computer skills in Microsoft office and Google Suite tools, and ability to master other needed business tools (e.g., data management / cross tab and other proprietary tools)
Strong detail-orientation with ability to manage multiple work streams and collaborate cross-functionally
Excellent communication skills (verbal and written) with ability to use logical reasoning and problem-solving

Job Responsibility

Execute advertising campaign effectiveness research studies for some of Kantar’s top brand, agency and media platform clients
Utilize various tools and partners to complete studies from start to finish
Day to day tasks may include leading kick-off calls, study setup, survey design, data analysis, report writing and presentation of results
Manage project timelines and quality, collaborating with client teams and across departments
Lead meetings to scope and kick off new projects as well as to present data results to clients and their ad agencies
Develop actionable media and creative recommendations for future ad campaigns based on measurement results
Perform quality checks to ensure project accuracy and address issues proactively
Continuously seek to improve skills through training and team support
Build understanding of media capabilities and analytic methods
Exhibit critical thinking, seek process improvements, and foster a positive, inclusive environment

What we offer

Medical plans with comprehensive, affordable coverage for a range of health services
Health Savings Account/FSA
Dental, Vision and benefits to cover unique healthcare needs
Wellness Program
401k with match
Tuition Reimbursement
Commuter benefits
Unlimited PTO

Fulltime

Associate Client Manager

As an Associate Client Manager at NTT DATA, your role will center on building an...

Location

Kenya , Nairobi

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Bachelor's Degree / College certification from an accredited institution
Minimum of 2 years’ experience in client management within the IT sector
Proficiency in Microsoft Office applications
Experience in CRM reporting and management

Job Responsibility

Deliver on metrics outlined in the quarterly accountability matrix as defined by the Sales Execution Framework
Build and maintain productive, professional relationships with key stakeholders in assigned accounts
Coordinate involvement of internal teams—including support, service, and management—to meet account objectives and client expectations
Achieve assigned targets for profitable sales volume and strategic objectives within designated accounts
Lead joint strategic account planning to define mutual performance objectives, financial targets, and critical milestones for one- and three-year periods
Continuously assess, clarify, and validate client needs to ensure alignment with solutions offered
Drive solution development efforts by engaging relevant internal resources to address client requirements effectively
Maintain high levels of customer satisfaction in line with company standards
Complete all required training and development objectives within stipulated timelines
Facilitate executive-level engagement and sponsorship within assigned accounts

Fulltime

Client Associate

A premier private wealth platform managing $70B+ in client assets is looking for...

Location

United States , Foster City

Salary:

80000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

0–3+ years of financial services, client service, or wealth management experience
Strong communication skills and polished client presence
Highly organized, proactive, and thrives in a fast-paced environment
SIE / Series 7 / 66 preferred (or willingness to obtain)
Experience with Salesforce, eMoney, DocuSign, Fidelity/Schwab, or CRM systems is a plus

Job Responsibility

Become a trusted partner to Wealth Advisors and clients
Help drive a world-class client experience
Gain hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management

What we offer

Bonus
Exceptional Benefits
15% 401(k) contribution on TOTAL compensation (not a match)

Fulltime

Private Wealth, Client Associate

The Wealth Manager Client Service Associate (CSA) is responsible for providing d...

Location

United States of America , New York; Pittsburgh; Johnston; Stamford

Salary:

35.00 - 44.00 USD / Hour

Citizens Bank

Expiration Date

June 30, 2026

Requirements

Candidates may be required to hold Series 7 & 66 or 63/65
Undergraduate degree a plus
Foundational knowledge of investment and banking products
Detail oriented and customer focused
Professional verbal and written communication
Prior brokerage or RIA experience

Job Responsibility

Provide day-to-day support to Wealth Managers
Lead onboarding and service for new and existing clients
Client relationship management, including developing and maintaining strong relationships with high net worth clients
Client communication and education, including communication of investment updates, market insights, and performance reports

What we offer

Competitive pay
Comprehensive medical, dental and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs

Fulltime

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Client Reporting Associate

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