- Brokers International (Urbandale, IA)
- …model of insourced and outsourced services including user onboarding, user support , client account migration and support , data reconciliation, systems ... Advisor onboarding initiatives including adding Financial Advisors, moving client accounts including history, reconciling data and training. Coordinate and… more
- Scotiabank (New York, NY)
- Associate Director, FinTech and Payment Service Providers, GTB **Requisition ID:** 245394 **Salary Range:** 120,900.00 - 231,400.00 _Please note that the Salary ... in an inclusive and high-performing culture. **Associate Director, FinTech and Payment Service Providers, GTB - New York, NY** Global Transaction Banking (GTB) is… more
- Steer (New York, NY)
- At Steer North America, our vision is a world where the critical services and infrastructure that move our communities work better for all of us. Our mission is to ... for creating positive impact through our expertise in critical services and infrastructure. We strive to unlock the potential...and implement strategies for market entry, brand positioning, and client acquisition. + Act as an internal champion for… more
- Bank of America (San Antonio, TX)
- …investment management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing ... supporting team members as needed. **Responsibilities:** + Provides quality client service and effective operations support...must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support… more
- H&R Block (MO)
- …Support & Insights and set the support strategy for a portfolio of products and services that our Tax Pros and clients rely on each and every day . This is a ... to day, you'll Strategy and Planning + Own the support strategy for all digital and service ...within an assigned portfolio and driv e alignment with client goals and outcomes . E nsur e that… more
- Mastercard (Harrison, NY)
- … Services business unit. * Under the direction of the Senior Managing Counsel, Services , this position will provide legal support for the Services Product ... build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making...client -facing role and will require the Senior Counsel, Services to regularly interact with B&MI regional leadership, product… more
- Bank of America (Portland, OR)
- …banking solutions to clients, serving as a digital product expert, and working with the Advisor to identify client referrals to other Merrill and Bank of America ... + Partners with Financial Advisor teams to find right fit solutions for client banking needs and help navigate complex client situations. + Provide proactive… more
- Cardinal Health (Juneau, AK)
- …will focus on business development within the market verticals of Access and Patient Support , Clinical Services and Reimbursement Services . The Director will ... **Position Summary** Cardinal Health Sonexus (TM) Access and Patient Support helps specialty pharmaceutical manufacturers remove barriers to care so that patients… more
- Deloitte (New York, NY)
- …industries. Our team specializing in Strategic Tax Review (STR) is a leading client service group focused on identifying tax planning opportunities that generate ... Directors. + Day-to-day participation of projects through the delivery of tax consulting services to the client . + Supervising assignments by the professional… more
- Bank of America (Northbrook, IL)
- …investment management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing ... management, or relationship management. Key responsibilities include providing quality client service , and operations support ...must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support… more