- Bank of America (Chandler, AZ)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... a Bachelor's Degree + Experience in a call center and/or a financial /banking center + Client service experience **Skills:** + Account Management + Customer and … more
- Banc of California (Austin, TX)
- …account into Portfolio Management. + Ensure loans are performing by tracking financial performance of client operations. + Perform financialstatement analysis to ... is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and… more
- CBRE (Detroit, MI)
- …Do:** + Complete intermediate to advanced-level accounting transactions in preparation for client financial statement packages. + Create and post journal entries ... to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a complex portfolio of CBRE clients...on a schedule to ensure timely delivery to the client and other management teams. + Review and audit… more
- Publicis Groupe (Chicago, IL)
- …funds, client accruals, invoicing, ad hoc reporting + Monthly invoicing and client mandated financial documentation, including, but not limited to: client ... + Accountable for the completion and accuracy of the financial deliverables calendar for internal and client ...the financial deliverables calendar for internal and client deliverables. + Responsible for making sure the internal… more
- M&T Bank (Wilmington, DE)
- … Managers, Custom Credit, Investment Advisors and Trust Officers to assess client 's current financial situation, goals and objectives to determine solutions ... business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring...through the financial planning process. Prioritize short term and long term… more
- Truist (Atlanta, GA)
- …for portfolio and clients in sector 3.Responsible for gaining understanding of client 's strategy, financial objectives, risk tolerance and desired outcomes / ... for developing strategic client plan to address client 's strategic and financial objectives leveraging the expertise and solutions offered across our… more
- VaynerMedia (Los Angeles, CA)
- …new clients Financial acumen + business health + Responsible for understanding the financial health of the client business you lead, including financial ... making it come to life across the agency and client teams. You have your finger on the pulse...the integrated team leaders to drive results for the client , grow our business and make sure the honey… more
- Citigroup (New York, NY)
- …reporting of control issues. **Qualifications:** + **8-12+ years** in Markets Operations, Client Service, or related roles within financial services, with ... an experienced Operations Relationship Manager to own and elevate the end-to-end client service experience for our highest-intensity platinum clients across cash and… more
- Allied Universal (Syracuse, NY)
- … client and employees + Coordinate necessary support services to effectively manage client site to meet or exceed financial and operational goals and provide ... part of the excitement! Allied Universal(R) is hiring a Client Account Manager. This position is responsible for the...the day-to-day event operations and staffing of an assigned client site + Manage a team of event supervisors… more
- Raymond James Financial, Inc. (Chicago, IL)
- …an outgoing and friendly Case Manager & Insurance Onboarding Specialist who is client -focused and can thrive in a fast-paced financial services office located ... process, explaining forms and requirements. + Collect and verify client information for insurance and financial accounts....and verify client information for insurance and financial accounts. + Maintain accurate records in CRM and… more