- PNC (Cleveland, OH)
- …basis. Some responsibilities may be performed remotely, at the manager's discretion. The Client Solution Specialist Sr is the trusted partner to the Wealth ... support, which will help our clients achieve and maintain financial success. The Client Solution Specialist Sr...leverage that information in creating customized customer solutions. + ** Managing Risk** - Assessing and effectively managing … more
- Jackson Spalding (Atlanta, GA)
- …impacting a client 's business. They also possess a business mindset, managing resources, teams and financial results. + Cultivate and deepen relationships ... and communications, this leader is a sought-after strategic counselor, partner beyond daily outputs, who is trusted with decisions...2-3 years managing integrated budgets, scopes, and financial stewardship in a client -facing environment. +… more
- Cognizant (Mason, OH)
- …to the commercial side of Cognizant's IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the ... new business opportunities. . Build and maintain relationships across various levels in the client organization, build a partner map to position the team and… more
- IBM (New York, NY)
- …and make meaningful change for your clients is enabled by our strategic partner ecosystem and our robust technology platforms across the IBM portfolio; including ... **Your role and responsibilities** We are seeking an experienced Senior Managing Consultant to join our Finance Transformation practice. The ideal candidate… more
- Bank of America (Clarendon, NC)
- …Investment Banking businesses to complete KYC/CDD checks as well as maintaining accurate client records in alignment to our Global Financial Crimes standard and ... Senior Team Manager - Anti-Money Laundering ( Client Refresh) 7 Clarendon Rd, North Carolina, United...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Truist (Atlanta, GA)
- …support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES ... support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting… more
- Charles Schwab (Westlake, TX)
- …equity compensation plans and financial reporting + Periodic review of client financial health in order to increase participant engagement for individual ... the employees of our corporate clients to achieve their financial goals. Specifically, the SPS Client Services...implementation through to ongoing administration of the plan. The Client Services team is expected to partner … more
- JPMorgan Chase (Columbus, OH)
- …across entire organization and with our partner firms (strength managing relationships) + Familiarity with financial markets, market terminology, capital ... Advisor to ensure a collaborative and integrated approach to planning and managing the territory.** + **Assist in maintaining client relationships, collaborating… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ... account updates, and balance inquiries. * Partner with financial advisors to ensure client activities align with their financial strategies and goals.… more
- JPMorgan Chase (New York, NY)
- …a solution-based mindset that breaks through complexity and unlocks commercial growth + Partner with Client Advisor to effectively manage territory with a level ... to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are...Your ability to thrive in a team environment and partner with asset management and technology professionals, along with… more