- Robert Half Finance & Accounting (Englewood, CO)
- … portfolios and assist with reporting and performance metrics + Assist in onboarding of new client accounts and account maintenance, including billing and ... Robert Half is partnering with a small financial services client in the Denver on a Portfolio Administrator opening....managers and advisors in daily operational tasks related to client investment portfolios + Monitor cash and security positions… more
- Griswold Home Care, Inc (San Diego, CA)
- …activities through CRM tools. * Collaborate with the care team to ensure smooth onboarding and exceptional client experience. * Meet or exceed monthly and ... for driving growth through community outreach, relationship building, and client acquisition. This role involves educating families, healthcare professionals, and… more
- Capgemini (Boston, MA)
- **About the job:** As a Client Partner at Sogeti, you will have the opportunity to: **What you will do at Sogeti:** + Engage with clients in a strategic way, ... solutions and professional services in that account + Maintain and grow client relationships responsible for new business development and existing business expansion… more
- T. Rowe Price (Owings Mills, MD)
- …partners on optimizing enablement platforms and tools. Leveraging insights from client interactions, you'll recommend and implement process improvements. You'll lead ... business, legal, compliance, technology, and design-to ensure solutions are client -centric, compliant, and aligned with brand standards. Own or contribute… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through experience, specialized training, and/or certification-to implement Know Your Client ("KYC"), Customer Identification Program ("CIP"), Customer Due Diligence ... metrics, as well as prepares reports related to key measurements of AML customer onboarding activities. + Assists with various projects and acts as the main point of… more
- JPMorgan Chase (New York, NY)
- **The Private Client Banking Marketing team is part of the Consumer Bank Marketing organization and is responsible for shaping the vision for how we support our ... segment. Our focus is on offerings designed specifically for this audience-Chase Private Client and JP Morgan Private Client . We are seeking a strategic,… more
- Publicis Groupe (New York, NY)
- …& picture finishing. **Overview** We are seeking an experienced and highly motivated Client Conceirge to join our team and contribute to our continued growth and ... creating a premium but welcoming atmosphere for clients and staff alike, the Client Concierge will ensure the smooth operation of the company's studio facilities and… more
- Cushman & Wakefield (St. Louis, MO)
- **Job Title** Senior Client Accountant **Job Description Summary** Responsible for all phases of accounting using established accounting principles, including ... packages timely and accurately in accordance with internal controls and client requirements; Includes prioritizing and maintaining high volume workload and… more
- Publicis Groupe (Chicago, IL)
- …Paris FR0000130577, CAC 40], Publicis Media's digital-first, data-driven global practices deliver client value and drive growth in a platform-powered world. It is ... than sixty countries with over 23,000 employees worldwide. **Overview** The Senior Associate, Client Operations will be part of a growing Client Operations team… more
- DivaDance (Chicago, IL)
- …then present ways our membership options may fit them best! You'll also be onboarding new members and making sure they are maximizing their membership, as well as ... Most importantly, you are persuasive, articulate, and confident. We provide all onboarding details, but prefer someone with customer service and/or sales experience.… more