Remote Otter LogoRemoteOtter

Senior Associate, Asset Services - Remote

Posted 7 weeks ago

Overview

The Senior Associate will play a key role in supporting the Asset Services business area and leadership team, focusing on delivering excellence through management and client engagement.

In Short

  • Support Asset Services business management with presentations and documentation.
  • Assist in achieving strategic objectives through project and task management.
  • Consolidate weekly snapshots and provide effective challenges.
  • Plan and compile materials for Asset Services Advisory Council.
  • Maintain SharePoint site and centralized calendar for transparency.
  • Update Service Guides and other internal materials.
  • Support business recaps and revenue reporting.
  • Contribute to project-specific communications.
  • Conduct analysis of customer satisfaction surveys.
  • Update customer-facing web content.

Requirements

  • Minimum 6 years of related experience.
  • Bachelor's degree or equivalent experience preferred.

Benefits

  • Competitive compensation including base pay and annual incentive.
  • Comprehensive health and life insurance benefits.
  • Pension / Retirement benefits.
  • Paid Time Off and other leaves of absence.
  • Flexible/hybrid work model.

Similar Jobs:

Aprio logo

Senior Associate - Treasury Services - Remote

Aprio

5 weeks ago

Join Aprio as a Senior Associate in the Treasury Services team, focusing on payroll, reconciliations, and financial management.

Treasury Services
Payroll Calculations
Reconciliations
Data Analysis
Philippines
Full-time
Finance / Legal

D.C.E.S

Senior Associate, Consulting Services - Remote

DTCC Candidate Experience Site

4 weeks ago

Join DTCC as a Senior Associate in Consulting Services, focusing on regulatory reporting and client service.

Consulting
Regulatory Reporting
Financial Services
Business Analysis
United Kingdom
Full-time
Finance / Legal
Cuesta Partners logo

Associate / Senior Associate - Remote

Cuesta Partners

4 weeks ago

Cuesta Partners seeks an Associate/Senior Associate to help clients design and execute technology strategies.

Management Consulting
Technology Strategy
Data Analysis
Project Management
USA
Full-time
All others
pilothq logo

Associate - CFO Services - Remote

pilothq

29 weeks ago

Join Pilot as an Associate on the CFO Services team to provide strategic finance consulting to startup founders.

Financial Modeling
Budgeting
Forecasting
Analytical Skills
CA, USA
Full-time
Finance / Legal
$91,000 - $155,000/year
Great Gray logo

Advisor Services Associate - Remote

Great Gray

10 weeks ago

Join RPAG as an Advisor Services Associate to provide exceptional customer support for retirement plan advisors.

Customer Service
Financial Services
Retirement Planning
Communication Skills
United States
Full-time
Customer Service