- Santander US (Brooklyn, NY)
- …Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with ... compliance standards in an effort to achieve sales results and long term client satisfaction. + Achieve and exceed both individual and branch related sales and… more
- Charles Schwab (Austin, TX)
- …creative problem solving, helping us "challenge the status quo" and transform the finance industry together. The goal of Plan Administration & Implementation is to ... needs of Retirement Plan Services by providing the best client service possible as it relates to the recordkeeping...you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances… more
- Edward Jones (Tempe, AZ)
- …have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial ... guide a team to design a best-in-class suite of offerings that anticipate client needs and market trends. Working across the organization, they will champion… more
- Insight Global (New York, NY)
- …is seeking an Accounts Payable Manager to join a prestigious international law firm client in NYC. This individual will oversee all aspects of the firm's accounts ... and accurate processing of vendor invoices, employee reimbursements, and client -related disbursements in a high-volume, matter-centric environment. This role… more
- Robert Half Finance & Accounting (Hyannis, MA)
- Description We are looking for a skilled and client -focused Investment Executive to join our client located in the Greater Cape Cod Region. In this role, you ... financial objectives. + Manage and grow a portfolio of client relationships by delivering exceptional service and advice. +...(65/66) licenses are required. + Bachelor's degree in business, finance , or a related field is essential. Robert Half… more
- Robert Half Technology (Atlanta, GA)
- Description This role supports our client 's current Microsoft-based platforms-including Microsoft SQL Server, SmartConnect, and Great Plains-while leveraging prior ... and close to the business. This position is onsite 5 days/week at our client 's office in Atlanta. This is non-negotiable. Candidates that aren't local to Metro… more
- Charles Schwab (Phoenix, AZ)
- …creative problem solving, helping us "challenge the status quo" and transform the finance industry together._ _ _ _We believe in the importance of in-office ... that supports our Schwab Wealth Advisory clients. On this client -facing, in-bound phone team, you will be able to...you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances… more
- JPMorgan Chase (Leawood, KS)
- …Banking team, your role is to be the focal point of maintaining existing client relationships. Bankers work both independently and as part of a team to introduce ... but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance , Commercial Card and JP Morgan Merchant Services. Our strongest Bankers… more
- Fox Rothschild LLP (New York, NY)
- …operational and strategic matters. + Collaborate with the COO, CFO, and Finance to deliver data-driven performance metrics and financial reporting. + Monitor ... + Partner with the Chief Financial Officer and Chief Client Operations and Compliance Officer on the setting and...AND ABILITIES):** **Education:** + Bachelor's degree in Business Administration, Finance , or related field; MBA or JD seen as… more
- Noblis (Lorton, VA)
- …The IL reports to the A&AS Department Lead. The IL's primary government client interface is the SM and secondarily the PMs. **Key responsibilities include but ... Take notes and coordinate action items resulting from meetings. + Support the client in drafting and finalizing messaging and reports related to the portfolio. +… more