- Matter Family Office (Dallas, TX)
- …initiatives Qualifications + You have a minimum of four years in the financial services industry, including significant client -facing experience. + You have ... and cash flow management. + You have been part of a client team where you drove financial planning for clients, collaborating both with more senior and more… more
- BrightSpring Health Services (Louisville, KY)
- …address client issues/concerns and resolve in a timely manner, manage client expectations, communicate financial , operational, and clinical updates, solicit ... IDD revenue goals through organic new sales and may assist in client retention. TheAssociate Vice President of Saleswill also be responsible for planning,… more
- Guidehouse (Mclean, VA)
- …goals. + Finance Innovation & Transformation: modernizing and strategic evolution of financial functions with client organizations. + Internal Control and Risk ... Trust **What You Will Do** **:** As a Director in Guidehouse's Financial Services sector, you will develop a high-performing team, successfully deliver engagements,… more
- UMB Bank (Kansas City, MO)
- …familiarity in other front office software used by wealth advisors such as eMoney client portal and financial planning software. + You demonstrate proficiency in ... manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We...a highly integrated team-based approach working to ensure the client 's priorities are at the center of every action.… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …ensuring timeliness and accuracy. * Prepare and present Excel worksheets containing client financial data analysis, such as broker analysis and construction, ... and all accounts are balanced. * Assist in generating financial statements on a monthly and quarterly basis to...or investment history spreadsheets. * Generate and update client cash reports for monthly client deliverables… more
- Acosta Group (Bessemer City, NC)
- …The Business Manager Assistant will be responsible for customer forms creation, client financial tools, trade spend reconciliation, order and claims alerts, ... generation via customer portals, Acosta Sprint, Acosta Relay and Excel. + Client Financial Tools - Creating customer events and maintenance as required. + Trade… more
- Cushman & Wakefield (Chicago, IL)
- …and marketing + Work with the property and leasing teams to ensure that all client financial and leasing data is updated in the relevant systems in a ... review process including credit agency reports, reference checks, and financial /operating history + Participate in lease negotiations with asset manager… more
- Sodexo (Whitesburg, KY)
- …+ develop, mentor and engage with supervisors and frontline employees + achieve company and client financial targets and goals + develop and maintain client ... and engage with managers, supervisors, and frontline employees + achieve company and client financial targets and goals + develop and maintain client and… more
- Sodexo (Concord, NH)
- …including retail, catering and patient meal management operations + achieve company and client financial targets and goals + develop and maintain client ... and Service Response Centers. These teams have responsibility for driving client satisfaction by providing stellar customer service via effective communication with… more
- Grant Thornton (Hartford, CT)
- …our world-class audit technology to work collaboratively, solve smarter, and improve the client 's overall financial reporting process. From day one, you'll be ... As an Audit Senior Associate, you'll listen to learn about your client 's operations, processes, business objectives, and risks, and apply that knowledge to enhance… more