- Grant Thornton (Houston, TX)
- As the Private Wealth Services Tax Manager , you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning ... and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From...mentoring staff on tax projects and assess performance for engagement and year-end reviews + Researching and consulting on… more
- S&P Global (Boston, MA)
- …to finalize contracts and pricing changes. - Identify and mitigate account risks Client Engagement & Coverage: - Understand account health and introduce internal ... (for internal use):** 11 **About the Role:** The Account Manager role serves as the primary commercial lead for...focused on driving net revenue growth by fostering strong client relationships and delivering comprehensive solutions across the full… more
- City National Bank (Commerce, CA)
- *RELATIONSHIP MANAGER I* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing ... as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly… more
- Grant Thornton (Dallas, TX)
- As the Partnership Tax Senior Manager , you'll lead the team's production of primary and secondary reviews of complex tax returns and provide tax consulting services ... and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From...staff on tax projects and assess their performance for engagement and year-end performance reviews + Research and consult… more
- PNC (Atlanta, GA)
- …to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Customer Engagement , Decision Making, Financial Analysis, ... a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. PNC will not provide sponsorship for employment visas or participate… more
- JPMorgan Chase (Rochester, NY)
- Elevate your career in travel and account management by cultivating strong client relationships and delivering exceptional service. As a Travel Account Manager I ... in Chase Travel, you will play a pivotal role in delivering client agreements and enhancing partnerships. Your deep understanding of data driven processes and… more
- City National Bank (Lake Mary, FL)
- *PORTFOLIO MANAGER ASSOCIATE* WHAT IS THE OPPORTUNITY? Implement proprietary strategies and asset allocation for Royal Bank of Canada (RBC) Rochdale Financial ... for trades and allocation changes for existing clients. * Client calls and inquiries: be able to discuss both...* Colleague Resource Groups to support networking and community engagement Get a more detailed look at our [Benefits… more
- JPMorgan Chase (Tampa, FL)
- …Advisor for clients and LOB partners, consistently building trust through consultative engagement and delivering tailored solutions that maximize client value. ... to make an impact with our Commercial Card clients? As a Relationship Manager within Commercial Card, you will oversee a portfolio of Global Corporate Bank… more
- City National Bank (New York, NY)
- *RELATIONSHIP MANAGER SENIOR CB* WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or ... geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority.… more
- Cushman & Wakefield (Tampa, FL)
- …add value * Assist in measuring transactional performance * Ensure that all client and broker engagement documentation is executed **Transaction Management:** * ... **Job Title** Transaction Manager **Job Description Summary** Responsible for the day-to-day...the implementation of portfolio plans that align with the client 's real estate goals and objectives * Collaborate with… more