- Bank of America (San Francisco, CA)
- …Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ... Merrill Private Wealth Management. Accountable for proactive client service, client advocacy , transition management, and problem resolution to improve the client… more
- Stanford University (Stanford, CA)
- …Research Administration Policy and Compliance; Sponsored Receivables Management; Client Advocacy and Education; Organizational Insights; and the Office of Sponsored ... accounting transactions and ability to reconcile financial information. + Strong customer service skills. Work collaboratively with colleagues and clients. + Strong… more