- Coinbase (St. Paul, MN)
- …key client relationship needs. Collaborate closely with sales, operations, onboarding , and other institutional teams. * Address client escalations: Respond ... support to our most valued institutional clients across various segments. By demonstrating diligence , empathy, and a bias for action, you will play a pivotal role… more
- T. Rowe Price (San Francisco, CA)
- …with various internal groups (GCO, compliance, legal, products, etc.) for the complex onboarding due diligence efforts for custom solutions. + Support ... Role Summary The individual in this role will oversee assigned highly complex client relationships, ensuring satisfaction, a swift response to client needs,… more
- Flynn Restaurant Group (Independence, OH)
- …closures, sales, and acquisitions. + As needed, support acquisitions in the due diligence , integration, and post-close phases. This could include reviewing ... issuance of period-ending financial statements for select business unit(s), ad hoc client service, reporting and analysis to provide business results and insights,… more
- Robert Half Finance & Accounting (West Palm Beach, FL)
- …Finance, Accounting, Economics or related field * Proficiency in financial modeling, due diligence , and analytical experience. * Strong multitasking abilities ... We are seeking a Financial Analyst to support strategic growth initiatives for our client in West Palm Beach, Florida. This role is designed for a proactive,… more
- TD Bank (New York, NY)
- …to end including ownership of pitches, deal documentation, sales memos, marketing, due diligence , execution, and pricing. + TD Securities Global Capital ... market positioning and issuance, and investor communication strategies. Our client -first, product-agnostic, approach drives high quality transaction outcomes and… more
- City National Bank (Charlotte, NC)
- …coverage officer(s) and other bank colleagues as needed * Assists in due diligence , KYC and client onboarding processes * Conducts industry research and ... officer(s) in the creation of internal credit documentation as well as external, client facing materials. Assists with various ad-hoc projects at the direction of… more
- Scotiabank (New York, NY)
- …product requirements of existing and prospective clients + Structure, analyze, and perform due diligence to facilitate prompt execution of transactions that vary ... trends and cross-selling opportunities within sector + Lead and facilitate client onboarding for various products + Assist with various ad-hoc tasks including… more
- Wellington (Boston, MA)
- …portal access, password resets etc. + Complete recurring tasks such as operational due diligence questionnaires and requests for information + Oversee recurring ... the Funds Group contributes to Wellington Management's mission by delivering first-class client service to clients who invest in Wellington's sponsored funds. These… more
- Aston Carter (Stamford, CT)
- …to secure favorable terms related to pricing, quality, and delivery timelines. + Vendor Onboarding & Due Diligence : Oversee the onboarding process ... proud to be a ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service. The company is an equal opportunity employer and will… more
- Aston Carter (Stamford, CT)
- …timelines. + Lead the onboarding process for new vendors and ensure thorough due diligence is completed. + Support the drafting, review, and analysis of ... + 2+ years of procurement experience. + Hands-on experience onboarding vendors and managing procurement workflows. + Ability to...ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service. The company is an equal… more