- Wells Fargo (Des Moines, IA)
- …business groups or operations departments to ensure that accounts are being managed within the account policy requirements + Prepare and review account ... reconciliations and certifications + Perform customer account maintenance duties + Evaluate the operational accounting transactions and maintenance of… more
- JPMorgan Chase (Tampa, FL)
- …one of the world's most innovative financial organizations. As a Senior Product Associate in (Insert team or sub-LOB), you contribute to the team by leveraging ... and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …experience to review and apply model portfolio overlays on Mutual Fund/ETF (MF/ETF) managed account platforms using exchange-traded products. You will be working ... as assigned. **Knowledge, Skills, and Abilities:** **Knowledge of:** + General knowledge of managed account practices. + Principles of banking and finance and… more
- Kestra Financial (Raleigh, NC)
- …not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Previous experience in the independent financial services ... Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial… more
- Capital One (Richmond, VA)
- Senior Accounting Manager, Accounts Payable As a Senior Manager, you will be responsible for overseeing the Accounts Payable, Sales Use Tax/1099 reporting, and ... to coordinate and deliver key results and project initiatives in a well- managed way. You will also be responsible for building sustainable business strategies… more
- Robert Half Finance & Accounting (Creve Coeur, MO)
- Description Due to rapid growth, our client is looking for an Accounts Payable Manager to join their team. The AP Manager will handle the entire accounts payable ... process, ensuring invoices, payments, and vendor relationships are managed accurately and on time. This is a hybrid role with flexible start and end time. This role… more
- Graphic Packaging International, LLC (Atlanta, GA)
- …the Credit Associate is ensuring accuracy / completeness of the accounts receivable ledger with a focus on payment discrepancy prevention and resolution across ... customer payment performance optimization. The secondary mission of the Credit Associate is ensuring the integrity of Customer Master Data (Stewardship).… more
- Raymond James Financial, Inc. (Greenville, SC)
- …**Knowledge of:** + Company's working structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and ... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to… more
- Raymond James Financial, Inc. (Chicago, IL)
- …**Knowledge of:** + Company's working structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and ... We are seeking to add a **Senior** **R** **egistered Client Relationship Associate ** to join our growing, high-performing financial services team. This is an… more
- Raymond James Financial, Inc. (Memphis, TN)
- …work experience to review and implement model portfolio overlays on several managed account platforms using various exchange-traded products. Under general ... Perform other duties and responsibilities as assigned. **Skills:** + General knowledge of managed account practices. + Principles of banking and finance and… more