Client Ops Associate: Reconciliations & Reporting
Goldman Sachs, Inc.
Goldman Sachs Group, Inc. is seeking an Associate, POT Client Services – Operations in Cohoes, NY. You will perform daily reconciliations for firm books and records across investments and cash balances, and coordinate with custodians and internal teams to remediate issues and communicate progress. You will also produce reports on finance, budgets and transactions, train new joiners, and document requirements for Engineering to drive efficiencies that strengthen controls and risk management. #J-18808-Ljbffr Goldman Sachs, Inc.
- ...Equity Group (PEG) is looking for an associate to join its Information Management... .... This role involves managing client portfolios allocated to private equity... ...activities, performing reconciliations, and preparing financial reports. The associate will also develop workflows...Suggested
$65k - $105.5k
...Listed & COTC Derivatives - CFTC Client Segregation Corporate Title Associate Location New York, NY Overview... ...Associate of the US Legal Entity Reporting, Supervision & Support Team within... ...Operational leads to ensure proper reconciliations are received for input into the...SuggestedWork at officeWork from home- ...Job Description Job Description Job title: Client Reporting Associate Duration: 6 Months Contract To Perm Location: Onsite, Can be in Chicago or NYC (hybrid basis) Position Summary : Client X is seeking an exceptional candidate to join its Investment...SuggestedPermanent employmentContract workWork experience placementWork at office
- Job Summary:Hedge Fund Client Support Associate are responsible for delivering top-notch operational... ...Financial Statements & Analytics Reporting.Complete operational tasks such as account... ...up, client lockdowns, compliance, reconciliation validation.Collaborate directly with...SuggestedWork at office
- ...New York City is hiring an Operations & Client Success Assistant (Entry Level) for a hybrid NYC role. You will support sales and ops, helping campaigns stay organized and moving... ...campaigns—from planning and location research to execution and reporting. #J-18808-Ljbffr...Suggested
$80k - $110k
Man Group in New York is seeking a motivated professional to handle client inquiries and manage the CRM system. This role involves supporting the sales team on various projects and ensuring effective onboarding for clients. Ideal candidates will have a Bachelor's degree...Flexible hours- Job Description As an IMOS Service Delivery Associate in Client Account Services (CAS) you will be responsible for managing new account launches and life cycle events for our Investment Middle Office Service clients. The CAS IMOS Service Delivery team manages our global...Work at office
$100k - $120k
...personal goals is the best way to help our clients and advance our business. We take that... ...is currently recruiting a Senior Client Associate to join our Latin America private... ...issues such as asset transfers, portfolio reporting/activity, client data requests, and resolving...Full timeWork at officeLocal area$98.96k - $148.44k
...United StatesSalary: $98 960,00 - $148 440,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role... ...ethical judgment, and escalating, managing, and transparently reporting control issues.QualificationsExperience: 5-8 years of relevant...Full time$70k - $80k
...Position: To provide support to both our Client Service and Business Development teams... ...Essential Job Functions: # Client Reporting # Performance Reporting for Client/... ...correct accordingly. # Analysis & Reconciliation of Commingled & Separate Accounts. Ensure...Work experience placementWork at officeRemote workVisa sponsorshipWork visa- We are looking to hire a professional Client Development Associate (CDA) who can convert prospects into sales opportunities, manage initial stages... ...team, and use CRM and marketing automation systems to report on lead velocity and pipeline creation.The Client Development...Full timeWork at officeLocal areaFlexible hours
$55k - $75k
...Responsibilities keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service...Full timeWork at office- ...investment access with deeply personalized client relationships. Our multigenerational... ...We are seeking a highly capable Senior Associate to take on elevated responsibilities in... ...money movement Prepare detailed performance reports, asset allocation analyses, and...Work at office
$56k - $84k
...Associate, Client Success As an Associate, Client Success, you will play a key role in supporting the coordination and management of client... ...materials Analyze large data sets to produce clear, concise reporting that supports Account Executive strategies Track program...Temporary workWork experience placementFreelanceLocal areaFlexible hoursShift work$98.96k - $148.44k
...objectives. This individual plays a pivotal role impacting the client experience. This role requires internal collaboration partnering... ...ethical judgment, and escalating, managing, and transparently reporting control issues. Qualifications 5-8 years of relevant experience...Full time$65k - $75k
...-a-box: a proprietary tech platform and client portal, an in-house marketing team that... ...looking for an experienced Senior Client Associate who is ready to apply their exceptional... ...fulfilling account billing & performance reporting tasks. Work closely with other professional...$70k - $90k
...London. The Firm oversees $224 billion in client assets as of June 30, 2026. Position A... ...individual to join its growing team as a Client Associate.The Client Associate will work withour... ...aspects of client accounts including reporting on account holdings and investment...Work at officeLocal area- ...Position Overview: The Private Wealth Client Associate is a client-facing role supporting the Weiner Team within Neuberger's Private Wealth... ...reviews Create, monitor, and update financial and client data reports; compile and distribute daily, monthly, quarterly, and ad hoc...Work at officeLocal area
- ..., New York, 540 Madison Avenue Standard New York, Inc. seeks Associate, Client Coverage in New York, NY, to support client coverage relationship... ...research on clients using financial databases, industry reports, and business analysis tools, and analyze client’s financial...Permanent employmentTemporary workImmediate startRemote workWork from home
$75k - $85k
...Job Overview We’re looking for a Registered Client Associate to provide white‑glove service to ultra high net worth clients. Responsibilities... ...services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation...Full timeWork at office$80k - $100k
...Position Overview: The Client Associate is a client-facing role supporting the Quality Equity Group’s mutual fund, institutional and... ...and timely execution Provide support for the client online reporting portal (eClient), including initial setup assistance and ongoing...Local areaWorldwideShift work$29.24 - $36.54 per hour
...Summary: Under direct supervision, the Registered Financial Client Associate assists the Financial Advisor (s) by providing a wide variety... ...to clients. Create, prepare and review daily client reports for Financial Advisor(s) Act as liaison between the Branch...Hourly payWork experience placementWork at officeHome office$100k - $115k
...complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team... ...a proactive, high-energy client service associate who thrives in an entrepreneurial environment... ...to compliance standards.Prepare reports and supporting material for prospect and...Permanent employmentWork at officeLocal area$125k - $140k
...edge solutions to help finance professionals unlock unique insights with greater efficiency and accuracy. We’re seeking a Client Strategy & Ops Associate to help drive customer outcomes and operational excellence as we scale. The Role As a Client Strategy and...Full timeShift work$110k - $130k
...assured they are accessing the loan market’s most credible source of deal information. About You: The Client Success Operations Associate reporting to the Head of Product, Client Success will partner closely with Product and Go-To-Market (GTM) teams to support...Full timeLocal area$75k - $85k
...Client Associate Neuberger Wealth is Neuberger's direct-to-client wealth and investment management business. Managing $70b+ in client... ...fees, etc., using various in-house portfolio systems Client Reporting: Provide customized reporting and analysis to clients or the...Work at officeLocal areaShift work- ...developments and workforce housing. CDB's clients include for-profit and not-for-profit... ...organizations. As a Community Development Banking Associate within our Commercial Real Estate team,... ...by originations colleagues. You will report to a CDRE Banker, but will support...Permanent employment
$80k - $110k
Responsibilities Serve as a dedicated point of contact for all day-to-day client inquiries Maintain CRM system with client records, activity and pipeline and coordinate all ad‑hoc requests and ongoing reporting to senior management, including annual business plans and monthly/...Local areaFlexible hours- ...Atlanta, Miami, Philadelphia Role Overview Deliver a best-in-class client experience, elevate the team’s brand, and make partners more... ...accurate, current, and reliable. Prepare meeting materials, reports, and post-meeting deliverables. Elevate the Clear Point Partners...Full timeWork at office
- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management in New York. The role focuses on delivering exceptional... ...compliance while helping advisors with wealth planning, reporting, and lead generation. A strong emphasis on accuracy and...
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