- Deloitte (Rochester, NY)
- …a broad range of responsibilities with a focus on overseeing the cross-workstream Customer/ Client Master Data Management process for all Deloitte member firms ... system on Informatica. Job responsibilities: + Oversight of all end-to-end Customer/ Client master data management processes across Deloitte's SAP and Salesforce… more
- JPMorgan Chase (New York, NY)
- …can make an impact from the start. As a Summer Analyst in the 2027 Asset Management Client Program, you will work in partnership with our senior business leaders ... rotational program and you may rotate through the following roles: Asset Management Client Teams: + **Institutional Sales** : Caters to the largest, most… more
- PNC (Hudson, OH)
- …and have an opportunity to contribute to the company's success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in ... through onboarding and servicing. Maintains proactive, timely, accurate and complete sales/ client relationship management administration tasks as determined by… more
- Zions Bancorporation (Midvale, UT)
- …The Treasury Management Operations team has an opportunity for a **Treasury Management Client Services Specialist** . The role will be located in one ... a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly...merchant services. + Open a Salesforce case for each client issue, respond in a timely fashion, ensure follow-up… more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …by the financial advisor + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Actively engage in available ... industry + Financial markets, products and industry regulations **Skill in** + Client Relationship Management (CRM) software + Microsoft Office + Effective… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Michelle Espejo via email or LinkedIn for additional information or questions. Senior Client Services Associate| Wealth Management | San Jose Join a fast-growing ... investment advisory firm, known for client -driven growth and a strong commitment to professional development....verbal, and interpersonal skills + 5+ years of wealth management experience + Detail-oriented, proactive, and able to manage… more
- JPMorgan Chase (Newark, DE)
- Driving the future of Wealth Management , the Client and Account Data Product Manager leads innovation and excellence in data strategy and solutions. As a ... Client and Account Data Product Manager in JP Morgan's...management or related financial services + Knowledge of Client or Account data domains and industry-specific data challenges… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Services Associate| Wealth Management | SF Bay Area| Remote Join a ... entrepreneurs. The firm offers comprehensive planning beyond traditional investment management , a collaborative environment, and direct exposure to high-level… more
- Robert Half-Robert Half Corporate (Houston, TX)
- **JOB REQUISITION** Client Solutions Director, Robert Half Management Resources - Houston West **LOCATION** TX HOUSTON WEST **JOB DESCRIPTION** **Job Summary:** ... locally and beyond. + **TOOLS FOR SUCCESS -** We provide world-class training, client relationship management tools and advanced technology to help you succeed.… more
- Neuberger Berman (New York, NY)
- Neuberger Berman is seeking an experienced and dynamic Head of our Transition Management and Client Experience. The successful candidate will be responsible for ... overseeing operational and change- management aspects of our client lifecycle from onboarding, transition management , offboarding, and overall client … more