- Truist (Atlanta, GA)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Santander US (Miami, FL)
- Client Lifecycle Management - Transaction Driven Financial Crime Associate Country: United States of America **Your Journey Starts Here:** Santander is a global ... stakeholder outreach for missing information and validate the provided documentation for completeness. **Key Responsibilities** **Transaction Monitoring:** Conduct alert… more
- Raymond James Financial, Inc. (Payson, UT)
- … accounts, process money movement, and research information as needed + Ensure client paperwork and documentation is accurate prior to submission and processing ... **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including...accurate completion + Prepare various business summary reports and client -specific reporting as needed for review by the financial… more
- Caris Life Sciences (Irving, TX)
- …bigger than yourself, Caris is where your impact begins.** **Position Summary** Our Client Billing Associates are responsible for charge entry on specific client ... and respond to inquiries regarding billing issues and problems. + Send monthly client statements based on client preferences. + Research credit balances. +… more
- Comerica (Bloomfield Hills, MI)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple ... responsibilities are listed below. Assists with the opening and maintenance of client accounts and records. Ensure completion of all paperwork for clients. Provide… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- Description We are looking for a dedicated Relationship Manager to join our client 's team in the Twin Cities In this role, you will play a pivotal part in supporting ... You will contribute to delivering exceptional service and fostering lasting client relationships. Responsibilities: * Establish and nurture strong relationships with… more
- Penn State Health (Hershey, PA)
- …that prohibit or outlaw discrimination._ **Union:** Non Bargained **Position** Technical Lab Associate - EVENING SHIFT - Client Services Laboratory **Location** ... knowledge required Applicants trained outside of the United States must provide documentation of equivalency evaluation of their education and training to ensure it… more
- Mizuho Corporate Bank (New York, NY)
- …Ability to determine and review Dodd Frank regulatory information provided by the client and determine if sufficient based on regulation + Evaluate an Investment ... required versus streamlined KYC Onboarding is required + Ensure client packages adhere to internal audit requirements through the...directly to collect and evaluate the efficiency of all documentation required to adhere to both AML and regulatory… more
- Citigroup (Irving, TX)
- …as required. **Responsibilities:** + This role will manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the ... solid understanding of industry and business standards and practices of loan documentation processes + Deals with most loan-related problems independently and has… more
- Horizon Services, Inc. (Hayward, CA)
- …partnership with Lead roles in the preparation of required reports and eligibility documentation required in client charts. + Responsible for oversight and ... JOB TITLE: Associate Director of Outpatient & Prevention Program Operations...end-goal of delivering a quality product to Horizon's valued client -base. As a key member of the executive leadership… more