- City National Bank (New York, NY)
- …accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly ... Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or...the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) *… more
- Comscore (New York, NY)
- …team at Proximic by Comscore that is responsible for developing long-term client relationships with leading Ad Tech Platforms. This role supports the Programmatic ... relationships, owning a few smaller accounts, and maintaining and analyzing reporting **What You'll Do:** + Responsible for supporting partnership managers with… more
- Ross Stores, Inc. (New York, NY)
- …law training/skills development, and projects\. Assess risks and offer client \-focused practical solutions and options\. Effectively use legal knowledge, judgment, ... with team members at all levels across the Legal department\. * Reporting and continuous learning: Partner effectively/collaborate with team members to ensure… more
- S&P Global (New York, NY)
- …the department has been amongst the fastest-growing areas within S&P Global. Our analyst teams in London, Toronto, New York, Dallas, Singapore and Noida serve over ... will use valuation techniques and technology-enabled solutions to fulfil these client commitments. They will periodically liaise with valuation committees on adopted… more
- Deloitte (New York, NY)
- …and success of Deloitte Tax LLP in a variety of way, including: + Client Management: Participate in the day-to-day interactions with client 's project team ... and efficient tax function that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor… more
- Publicis Groupe (New York, NY)
- …Publicis Platforms, including the Growth OS, to support business growth, maintain client satisfaction and protect client revenue / increase internal ... change-management needed for the successful adoption of the product. + Support client facing communication and presentations regarding the platform, but manage all… more
- Robert Half Finance & Accounting (New York, NY)
- Description Our client -a global technology leader currently redefining how the financial industry approaches digital transformation-is looking for a strategic Tax ... Manager to oversee tax compliance, reporting , and efficiency across global operations. This role is ideal for someone who thrives in a dynamic environment and enjoys… more
- Fedcap (Rochester, NY)
- …the areas of emergency interventions, positive and proactive strategies, restrictive plans, client rights, incident reporting , data collection and parent support ... academic goals. You will also support the monitoring, data collection, and reporting of behavioral challenges and the growth of replacement behaviors. Your… more
- Deloitte (New York, NY)
- …success of Deloitte Tax LLP in a variety of ways, including: + Client Management: Manage the day-to-day interactions with executive clients and sponsors. + Delivery: ... & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project Management Institute-ACP)… more
- JPMorgan Chase (New York, NY)
- …the future of the US natural gas market. As a Senior Gas Analyst , you'll deliver impactful research and strategic recommendations that influence key decisions across ... you will be at the forefront of market analysis, modeling, and strategy. Reporting to the Head of Global Commodities Research, you'll collaborate with global teams,… more