- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and...candidate will have 5+ years of experience in the financial services industry allowing for a good… more
- T. Rowe Price (Owings Mills, MD)
- …Depending on functional alignment, understanding of the life cycle of the product to the client in Financial Services . + Understands and makes decisions that ... play a vital role in shaping the future of financial services , collaborating closely with technology teams...with technology teams and business partners to create innovative client experiences. This position will lead a key growth… more
- Sodexo (Simi Valley, CA)
- …engage with subordinate managers, supervisors and frontline employees + achieve company and client financial targets and goals + develop and maintain client ... **Role Overview** Sodexo is seeking a **General Manager 3 of Environmental Services ** for Adventist Health Simi Valley. **Adventist Health Simi Valley** is a 136-bed… more
- Robert Half Accountemps (Agoura Hills, CA)
- …information and explain tax outcomes clearly. * Maintain strict confidentiality of client financial and personal information. * Provide tax planning strategies ... California. This role involves preparing and filing various tax returns, analyzing financial documents, and ensuring compliance with all applicable tax laws. The… more
- CBRE (Bloomington, MN)
- …you will be responsible for providing oversight of a team that maintains a client 's financial statements. This job is part of the General Accounting job ... Accounting Supervisor Job ID 254890 Posted 14-Jan-2026 Service line Corporate Segment Role type Full-time Areas of Interest Accounting/Finance Location(s)… more
- Sodexo (Newtown Square, PA)
- …our client 's organization and act as a trusted advisor. + Achieve company and client financial targets and goals. + Develop and maintain strong client ... **General Manager 4 - Food** to lead our dining services team at **White Horse Village** located in **Newtown...and dining expertise to a setting that values innovation, service , and community, we'd love to hear from you.… more
- Acosta Group (Bentonville, AR)
- **DESCRIPTION** The ** Client Service Manager (CSM)** is responsible for the negotiation, creation, approval, and the implementation of national projects. These ... Product Connection's process while providing a high level of service to client representatives and co-workers and...for our clients and retailers operating within the approved financial guidelines. + Achieving annual client budgets.… more
- Quanta Services (Columbus, OH)
- …the East Region. This role is responsible for driving operational excellence, client satisfaction, financial performance, and team development while partnering ... financial , contract, and risk management expertise + Exceptional client -facing and strategic communication skills + Strong commitment to safety, operational… more
- TD Bank (New York, NY)
- …about status of account administration, retention, and projects + Completes assigned administrative/ Client service tasks within policy and operating procedures + ... PCS I will be expected to participate in basic financial planning discussions and client relationship reviews....banking experience or are just starting your career in financial services , we can help you realize… more
- KeyBank (Dayton, OH)
- … wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services . PCBs identify products ... Client Program and will focus on the entire client relationship with a plan-based approach to financial...and services to meet client needs and refer to appropriate sales professionals in… more