- Citigroup (Plantation, FL)
- …experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time **Primary Location:** ... excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer...and offer solutions through a wide range of products, services and tools based on client profiling.… more
- Capgemini (Houston, TX)
- …deliver an entire proposal response from specific reference to a client 's requirements, and/or industry, including the executive summary, for external opportunities. ... scope of a project and propose and optimize resources for opportunities. + Client Relationships: Building credibility and gain "trusted advisor " status with key… more
- Cushman & Wakefield (St. Louis, MO)
- …high-performance culture that emphasizes accountability, professional development, and client -centric service . + Serve as a strategic partner to Facility ... monthly, quarterly, and annual reporting deliverables for clients and internal stakeholders. ** Financial Support & Cost Management** + Partner with Finance and… more
- Fifth Third Bank, NA (Birmingham, MI)
- …and advice-based solutions that simplify financial complexity and achieve the client 's goals. Ensures client service standards including execution, ... Minimum of 3 years of successful sales/ client service experience in the wealth management services ...industry certification for advancement opportunities . Proficient knowledge of financial services business, investment products, and … more
- WSP USA (Austin, TX)
- …and end market sectors within the industry + Commitment to internal and external client service + Strong business acumen with an aptitude for improving processes ... Responsible for delivering all operational metrics across a team that provides air-related services . + Optimizes the client and employee experience. + Focuses on… more
- Citigroup (Jersey City, NJ)
- …provides consumers, corporations, governments, and institutions with a broad range of financial products and services , including consumer banking and credit, ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable,… more
- MUFG (Jersey City, NJ)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...With a vision to be the world's most trusted financial group, it's part of our culture to put… more
- Citigroup (New York, NY)
- …+ 6-10 years experience working in a Global Custody role within a regulated Financial Services company, preferably in Investor Services domain. Some ... change, with a balanced risk management mindset, across Product, Operations, Technology and Client partner groups. + Strong collaboration skills and ability to… more
- Pacific Program Management (Chicago, IL)
- …and efficiency in lease accounting operations. * Support internal and client financial audits by preparing documentation, reconciliations, and technical ... stakeholders and clients on complex lease structures and their accounting treatment. * Partner with CRESA's client team(s) to support outsourced lease accounting… more
- The Cigna Group (Franklin, TN)
- …network services and rebate and formulary services and future service offerings) that includes new client strategy, winning new business and signing ... client arrangements leveraging our market leading pharmacy benefits services including access to proprietary processes, systems, networks and pharma relations.… more