- Bober Markey Fedorovich (Cincinnati, OH)
- …+ Responsible for a variety of roles that assist in the preparation of client financial statements in compliance with official guidelines and requirements for ... Senior Accountant supports the efforts of the Controller and/or Assistant Controller on a variety of engagements. The bulk...+ Performs various analyses to assure the accuracy of client financial statements. + Performs monthly accounting… more
- Bank of America (Walnut Creek, CA)
- …timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- PNC (Cleveland, OH)
- …and have an opportunity to contribute to the company's success. As a Sr Client Solution Specialist within PNC's Estate Settlement organization, you will be based in ... In this role, you will support the Estate Settlement Advisor /s in all aspects of estate and trust administration...and trust administration and the delivery of an exceptional client experience including inventory and collection of estate assets,… more
- Kestra Financial (Deerfield, IL)
- …Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs Requirements + Bachelor's ... our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition...service" firm allows for us to better service our client needs from personal investing and retirement planning to… more
- JPMorgan Chase (Philadelphia, PA)
- …of attracting, developing and retaining top talent + Clear ability to recognize and anticipate advisor and client needs in a proactive way + Manages issues to ... the financial services industry as a sales practice leader and/or assistant branch/regional manager Chase is a leading financial services firm, helping… more
- JPMorgan Chase (Sarasota, FL)
- …continually grow them. Generate new business amongst financial sponsor and financial executive community and acquire new client assets, both from existing ... Advise Ultra High Net Worth (UHNW) clients in the Financial Services space on personal balance sheet asset allocation,...in the job offered or as SC Banker, Deals Associate/ Advisor , Mergers and Acquisitions (M&A) Manager, Assistant … more
- Columbia Bank (Denver, CO)
- …+ Conduct extensive research and audit functions. + Independently administer client / advisor authentication, analysis to approve or reject investment transactions ... + Exhibits regular attendance and timeliness. Supervisory Responsibilities: The Client Services Assistant Supervisor has some supervisory responsibilities… more
- Deloitte (San Diego, CA)
- …are critical to businesses. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth through innovation. ... platforms. Our delivery models are tailored to meet each client 's unique requirements. Recruiting for this role ends on...pursuits as a pursuit team member or subject matter advisor . Participate in the oral presentation of the proposal… more
- Wolters Kluwer (Indianapolis, IN)
- …dedicated to empowering individuals and businesses with tools that streamline financial management and enhance compliance. We pride ourselves on delivering ... solutions that fit the strategy of their business. + ** Client Advocacy & Feedback Management:** Act as a trusted... Advocacy & Feedback Management:** Act as a trusted advisor and advocate for clients within the organization. Gather… more
- Parexel (Annapolis, MD)
- …Manages project engagements (small or large) + Interacts with the assigned Project Assistant to ensure accurate financial management and for general project ... understanding of issues which may impact project profitability and client satisfaction + Acts as a trusted advisor... client satisfaction + Acts as a trusted advisor to clients, often on issues that lack precedent… more