- Grant Thornton (Charlotte, NC)
- …excel. You'll collaborate with leadership and colleagues to promptly identify and resolve client problems or issues because together is how we succeed. From day one, ... reviews, task delegation, project scheduling, project financials, quality review, and client management. + Manage, develop, train, coach, and mentor staff on… more
- Charles Schwab (Westlake, TX)
- …site in the specified locations.** This Financial Planner position is a specialist supporting broader Investor Services organization and is primarily responsible for ... planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help. The...The financial plan includes a customized analysis to address client or prospective client goals, such as:… more
- JPMorgan Chase (New York, NY)
- …design and governance issues, such as devising coverage models or defining client segments to differentiate service strategies + Manage or facilitate inter-Line of ... in a front office financial services role (eg, private banker, investment specialist , portfolio management, etc.), or experience working at a wealthtech or similar… more
- First Horizon Bank (Fort Myers, FL)
- …treasury management sales, and joint calls on clients for cross sell and client retention and prospects as needed. + Build general knowledge of Treasury Management ... Treasury Management training sessions and product updates for relationship managers and client support personnel. + Regularly manage and update sales activities and… more
- Banc of California (Chicago, IL)
- …BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- Truist (Charlotte, NC)
- …line of business (LOB) contacts and subsidiaries to better understand total client relationships as it may be related to identifying potentially reportable BSA/AML ... activity and determining feasibility of the continuation of the client relationship. Recommend solutions to management to strengthen the department and overall… more
- NTT America, Inc. (Plano, TX)
- …Certified Expert (OCE) credentials. Oracle Exadata Database Certified Implementation Specialist MCTS, MCITP certifications a plus Familiarity with cloud automation ... possible, we hire locally to NTT DATA offices or client sites. This ensures we can provide timely and...NTT DATA recruiters will never ask for payment or banking information and will only use @nttdata.com and @talent.nttdataservices.com… more
- MUFG (Tempe, AZ)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...define patterns, and ensure compliance with governance standards. The specialist will also be responsible for reporting and analyzing… more
- Bank of America (Los Angeles, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed...team assignments, projects and key initiatives, and overall team client service strategy. Requires a thorough knowledge of the… more
- NTT America, Inc. (Trenton, NJ)
- …advanced subject matter expert, primarily responsible for consulting with the client and working with internal teams to create strategies, transformational designs ... such as SASE, cloud networking, and incorporate these into client solutions. + Client Engagement & Consulting:...frameworks. + Ability to develop and leverage their advanced specialist knowledge of reference architectures. + Ability to keep… more