- Capgemini (Atlanta, GA)
- …and products + Ability to perform an Enterprise Architect level consulting/advisory and due diligence type work for complex deals to ensure smooth transition ... support of Solution specialists and SMEs + Ensures all client requirements within scope are analyzed and solutioned +...not considered earned, vested, or payable until it becomes due under the terms of applicable plans or agreements… more
- 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
- Wellington (San Francisco, CA)
- …business opportunities + Qualifying and coordinating Requests for Information (RFI), Due Diligence Questionnaires (DDQ) and Requests for Proposals (RFP), ... reporting, updating requirements on existing accounts and creating new templates during onboarding , working in close partnership with our Client Service… 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
- 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
- Scotiabank (New York, NY)
- …currently has limited or no structured note presence. + Lead platform onboarding processes, including due diligence , product approvals, documentation, ... The ideal candidate will have a deep understanding of structured products, strong client relationships, and a proven ability to navigate complex discussions. This is… more