- Bloomberg (San Francisco, CA)
- Portfolio & Analytics Account Manager, Enterprise Sales - Financial Solutions Location San Francisco Business Area Sales and Client Service Ref # 10047614 ... with clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship with… more
- Edward Jones (St. Louis, MO)
- …being part of a firm where everyone is aligned toward a singular focus: serving the client . And everyone is working to make the firm better together - as they grow ... of efficient reporting solutions, dashboards, and tracking systems to support strategic business objectives and enable data-driven decision-making. + Extract,… more
- Banc of California (Chevy Chase, MD)
- …+ Prepare financial statements, reports, and records by collecting, analyzing, and summarizing client account information. + Maintain client accounts by ... that provide financial literacy and job training, small business support , affordable housing, and more. At Banc of California,...payments on behalf of the borrower and issue monthly client account statements. + Maintain financial integrity… more
- LinkedIn (San Francisco, CA)
- …employees find their passion and purpose. LinkedIn Marketing Solutions is searching for a Senior Client Solutions Manager (Sr. CSM) to join our Startups team. ... be measured by their ability to partner with their Account Executive(s) to analyze and action on data and...programs to make strategic recommendations to customers and ensure client objectives are met + Provide recommendations and training… more
- Bristol Myers Squibb (Princeton, NJ)
- …centers in Cambridge, MA, or San Diego, CA. The patent practitioner will support clients across multiple functional areas to provide strategic counsel to key ... advising on freedom to operate, business development diligences, and cross-functional client counseling. The patent practitioner will work closely with clients in… more
- Levi, Ray & Shoup, Inc. (St. Louis, MO)
- …to prospective clients in the St. Louis area + Set qualified appointments for senior Account Executives + Support early-stage business development efforts ... you'll be focused on generating new opportunities for our senior Account Executives. You'll identify potential clients,...in staffing, recruiting, or outbound sales + Sales or client exposure within the St. Louis/midwest region What LRS… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …focuses on delivering exceptional client service and operational support , including account administration, transaction processing, and coordination with ... liaison between advisors, clients, and middle-office functions. + Schedule client meetings and manage calendars. + Support ...Schedule client meetings and manage calendars. + Support trading and portfolio rebalancing if licensed. Benefits &… more
- M&T Bank (Radnor, PA)
- …features, fee benchmarking and third party service provider reviews as requested. Support new business development by assisting with completion of Requests for ... party service providers. Oversee the submission and approval of the team's assigned account reviews to ensure completion in a timely manner. Serve as primary contact… more
- Oracle (Des Moines, IA)
- …communicate effectively and build rapport with team members and clients. + Due to the client contract you will be assigned, this position requires you to be a US ... security policies and procedures, understand personal role in safeguarding corporate and client assets, and take appropriate action to prevent and report any… more
- Oracle (Topeka, KS)
- …elegant, scalable OIPA solutions. + Be the trusted advisor to client stakeholders-guiding decision-making, driving adoption, and ensuring every project delivers ... + Fluent in English and comfortable working in dynamic, client -facing environments. + Willingness to travel up to 25%....broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions… more