- Robert Half Finance & Accounting (San Francisco, CA)
- …resolve operational issues promptly. + Prepare reports and assist with quarterly client reporting . + Maintain CRM and portfolio management systems (Salesforce, ... with JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're seeking a...Service Specialist About the Role We're seeking a skilled Client Service Specialist to join a boutique wealth management… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …resolve operational issues promptly. + Prepare reports and assist with quarterly client reporting . + Maintain CRM and portfolio management systems (Salesforce, ... could be the perfect next step in your career. Client Service Specialist About the Role We're seeking an...Service Specialist About the Role We're seeking an experienced Client Service Specialist to join a boutique wealth management… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …to resolve operational issues + Prepare reports and assist with quarterly client reporting + Maintain CRM and portfolio management systems (Salesforce, ... to JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're looking for...Specialist About the Role We're looking for an experienced Client Service Specialist to join a boutique wealth management… more
- Sedgwick (Madison, WI)
- …designated authority. + Communicating claim activity and processing with the claimant and the client . + Reporting claims to the excess carrier and responding to ... Workplaces in Financial Services & Insurance Workers Compensation Claims Examiner | Dedicated Client | NY Licensing Required | Remote Are you looking for an… more
- Bank of America (New York, NY)
- …+ Process Management + Process Performance Measurement + Result Orientation + Customer and Client Focus + Planning + Reporting + Risk Management + Talent ... Global Markets Non-Financial Regulatory Reporting (GM NFRR) Operational Monitoring New York, New York;, **To proceed with your application, you must be at least 18… more
- Publicis Groupe (Birmingham, MI)
- …billing verification, project management + Compile and guide team members on client -specific reporting (eg publisher spend, modeling data, diversity reporting ... to hear from you. Let's shape the future together. **Overview** The Client Operations department manages client -specific operational tasks across practice area… more
- Robert Half Finance & Accounting (Houston, TX)
- …Half on LI at #chalkboardtalk for videos on his open roles! ️ Financial Reporting Accountant - Upstream Oil & Gas Location: Houston, TX (Energy Corridor) Work Model: ... upstream oil and gas company in Houston to find a experienced Financial Reporting Accountant. This role is ideal for professionals with a strong background in… more
- Raymond James Financial, Inc. (Rochester, NY)
- …for clients and college payments. * Prepares various business summary reports and client -specific reporting as needed for review by the financial advisor. * ... software. * Excel, including developing spreadsheets as needed and for ongoing reporting . * Effective communication across multiple client interactive platforms… more
- Raymond James Financial, Inc. (Providence, RI)
- …and prospecting for new clients. + Prepares various business summary reports and client -specific reporting as needed for review by the financial advisor. + ... software. + Excel, including developing spreadsheets as needed and for ongoing reporting . + Effective communication across multiple client interactive platforms… more
- Capgemini (Houston, TX)
- …and services while driving the growth and expansion of our business within assigned client (s). Reporting to the Global Client Partner, this role requires ... Visits, etc.) on a routine basis..Provide leadership and mentorship to the client team. **6.** **Performance Metrics and Reporting ** .Establish and track key… more