Treasury Reporting Specialist: Client-Focused Delivery
State Street
State Street is seeking an experienced Treasury Services professional to plan, schedule, and manage the daily workflow of client relationships in our Global Delivery division in Massachusetts. You will ensure timely, accurate deliverables and apply expertise in expense administration, distributions, fund performance, and regulatory reporting. Candidates should have a Bachelor's degree and 4–6 years of treasury services experience, with strong Excel and communication skills, and the ability to #J-18808-Ljbffr State Street
- Eastern Bank is looking to hire a Private Banking Portfolio Administrator in Boston, MA. This role focuses on providing exceptional client service, managing documentation, and supporting business development teams. The ideal candidate will have at least 3 years of experience...Suggested
$15 per hour
...safe, courteous, and customer-focused driver looking to elevate... ...provide world-class service to our clients throughout the Boston area.... ..., and end-of-job (EOJ) reporting What We’re Looking For:... ...consistent, high-quality service delivery worldwide. Company Description...SuggestedHourly payFull timeTemporary workPart timeCurrently hiringWorldwideRelocation packageFlexible hours- ...feedback is clear, actionable, and focused on your development. The real... ...and advice primarily on Client Service Risk (CSR) cases... ...cells’ (practices, offices, new delivery models) to provide counsel on... ...framework and policies at This role reports to the Senior Client Service...SuggestedFor contractorsApprenticeshipWork experience placementFor subcontractor
- ...team member for the role of Senior Specialist to join our Fund/Client Accounting team. This role is located... ..., allocating expenses and preparing reports.Performs complex Fund/Client Accounting... ...and tools for your life’s journey. Focus on your health, foster your personal...SuggestedWork experience placementWork at officeWorldwideFlexible hours
- ...breakthrough technologies to collaborate with clients, driving transformative solutions... ...extraordinary.We’re seeking a Specialist for the role of Fund Reporting to join our Fund Services team.... ...and tools for your life’s journey. Focus on your health, foster your personal...SuggestedWork experience placementWork at officeWorldwideFlexible hours
$52k - $86k
Associate, Regulatory Reporting We're seeking a future team member for the role of Associate... ...and National Futures Association on the client's behalf. Prepare or review uploads, GAAP... ...and tools for your life's journey. Focus on your health, foster your personal resilience...Temporary workWork experience placementFlexible hours- Job Description We’re seeking a Specialist for the role of Fund Reporting to join our Fund Services team. This role... ...accounting statements on behalf of clients. Works with auditors and clients to... ...and tools for your life’s journey. Focus on your health, foster your...Work experience placementWork at officeFlexible hours
- Senior Specialist, Fund/Client Accounting About Us At BNY, our culture allows us to run our company... ...performance, allocating expenses and preparing reports. Performs complex Fund/Client... ...resources and tools for your life’s journey. Focus on your health, foster your personal...Work experience placementWork at officeWorldwideFlexible hours
- ...member for the role of Senior Specialist to join our client processing team. This role... ...complex analytics and reporting services, working to improve... .../teams to ensure timely delivery of service or resolution of... ...for your life's journey. Focus on your health, foster your...Work experience placementWork at officeLocal areaFlexible hours
$70k - $80k
Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team in Hingham, Massachusetts. This role focuses on creating personalized wealth advice and involves working closely with clients and financial planners. The position entails developing financial...$52k - $86k
Associate, Regulatory Reporting Location: Boston, MA Responsibilities Prepare and coordinate... ...and Exchange Commission on the client’s behalf. Prepare uploads, GAAP adjustments... ...resources and tools for your life’s journey. Focus on your health, foster your personal resilience...Temporary workWork experience placementFlexible hours- Senior Associate, Client Onboarding Hybrid work arrangement. The Senior Associate, Client... ...investment staff, legal, compliance, tax, treasury, accounting, custom solutions, and third‑... ...results. Demonstrates a strong client‑focused mindset and a commitment to continuously...Work at office
$80k - $100k
...firm; we’re partnering with attorneys and clients to deliver cutting-edge solutions in... ...forward-thinking peers.The Client Engagements Specialist supports the execution of business... ...webinars, and sponsorship opportunities.Reporting to the Client Engagements Manager, the successful...Full timeWork at office$125k - $215k
...capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our... ...LMG Tax, Corporate Treasury, Transaction Services,... ...partnership structure, credit delivery mechanics, syndicator... ...obligations, and K-1 reporting; direct experience...Local areaImmediate startFlexible hours- ...desire to deliver impactful solutions to our clients and investing partners. As our global... ...translates fundraising priorities, product focus areas, and audience insights into... ...scalable campaign processes, documentation, reporting practices, and guidelinesEducation PreferredBachelor...Full timeWork at officeLocal areaRemote workHome office1 day per week
$52k - $90k
Specialist, (Non Supervisory), Fund/Client Accounting Representative II At BNY, our culture allows us to run our... ...validation, review, dissemination, and reporting activities. Review data, resolve... ...and tools for your life’s journey. Focus on your health, foster your...Temporary workWork experience placementWorldwideFlexible hours$52k - $70k
...breakthrough technologies to collaborate with clients, driving transformative solutions that... ..., validation, review, dissemination, and reporting. Review data, resolve escalated issues... ...resources and tools for your life’s journey. Focus on your health, foster your personal...Temporary workWork experience placementWorldwideFlexible hours$52k - $106k
Specialist, (Non Supervisory), Fund/Client Accounting Representative II At BNY, our culture allows us to run our... ...validation, review, dissemination, and reporting activities. Review data, resolve... ...and tools for your life's journey. Focus on your health, foster your personal...Temporary workWork experience placementWorldwideFlexible hours$25.74 - $33.19 per hour
...SUMMARY The Post Closing Specialist is responsible for performing post... ...quality of service to the client. Supervisory Responsibilities... ...understand procedures, write reports, correspondence, and procedures... ...time-sensitive work, maintain focus on detailed documentation...Hourly payFull timeBank staffWork at officeLocal area- ...Job Title Specialist, Client Service Management Job Description We're seeking a future team member for the role of Specialist, Client... ...flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach...Full timeWork experience placementFlexible hoursShift work
- ...Description We’re seeking a future team member for the role of Client Service Associate to join our Wealth Management, Private Bank team... ...to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your...Bank staffFlexible hours
- ...Enterprise Agreement Specialist This role has been designated as... ...and/or industry; understands a client's key business and IT challenges and requirements and is focused on driving value for the client... ...conducted surveys and reports. Responsible for achieving...Local areaRemote workWork from home
$18 - $24 per hour
Cambridge, NE 69022 - Delivery Specialist Rapid Medical, a trusted leader in healthcare logistics,... ...deliver medical specimens, supplies, and/or reports along designated routes Ensure... ...Medical Rapid Medical is a healthcare‑focused logistics company specializing in the safe...Hourly payDaily paidPrice workContract workFor contractorsLong distanceFlexible hours- ...oriented company, built on relationships with our clients, staff, and industry partners. At Bala you... ...are positioned for growth. The Systems Specialist - Technology will have a data center telecommunications discipline focus and will be responsible for supporting Bala’...Full timeWork at officeRemote work
- ...edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine... ...and be part of something extraordinary. We're seeking a Specialist for the role of Fund Reporting to join our Fund Services team. This role is located in...Work experience placementWork at officeWorldwide
- ...system improvement, and one focused on the ongoing growth and development... .... The Fedwire Payments Specialist must possess a strong... ...individual transfers of funds and treasury and government securities for... ...at financial institutions to report incoming credits to the Reserve...Full timeTemporary workPart timeSecond jobWork at officeLocal areaShift workWeekend work
- BNY is seeking a Fund Reporting Specialist to join our Fund Services team in Boston, MA. This role requires in-office attendance 4 days a week... ...assisting with the preparation of accounting statements for clients, ensuring timely and accurate reporting. The ideal candidate...Work at office
- United States Digital Space LLC is seeking a client services associate to welcome clients in the lobby and help them conduct transactions via self-service tools such as mobile banking, online banking, or ATM. You will process cash transactions accurately and engage clients...Shift workWeekend work
$75k
The Associate Client Advocate (ACA) is responsible for supporting the... ...experience, with a primary focus on direct client engagement. Responsibilities... ..., engages, and integrates delivery of all WTW internal resources... ...5 plan and Client Stewardship report Designs and delivers full...Temporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours- ...CORPORATION is seeking an Associate II for the Transfer Agency Team in Boston to oversee day-to-day operations, manage workflows and client relationships. You will collaborate across TA units and internal departments to ensure SLAs and KPIs are met while delivering...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Treasury Reporting Specialist: Client-Focused Delivery. Be the first to apply!
- authorization specialist Quincy, MA
- treasury specialist Quincy, MA
- helpdesk specialist Quincy, MA
- international relations specialist Quincy, MA
- remote outreach specialist Quincy, MA
- mental health specialist Quincy, MA
- loss prevention specialist Quincy, MA
- writing specialist Quincy, MA
- executive protection specialist Quincy, MA
- fabrication specialist Quincy, MA


