- Capital One (Mclean, VA)
- …while taking on a substantial amount of responsibility in transaction execution, client management, and new business development. What is the Investment Banking ... training, detailed market analysis, financial modeling exercises, and the preparation of client engagement materials. You will have the chance to make lasting… more
- Robert Half Accountemps (San Antonio, TX)
- …to develop new skills, learn innovative accounting systems, build strong client relationships, and deliver excellent financial support. The perfect candidate thrives ... high attention to detail, problem-solving expertise, and the ability to foster client relationships. This role suits those who enjoy working autonomously, managing… more
- Citigroup (Garden City, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- Regions Bank (Houston, TX)
- …+ Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors ... acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and external… more
- City National Bank (Newark, DE)
- …Wealth Strategists, and other colleagues in the development of U/HNW client facing materials and deliverables. The ideal candidate should have experience ... with client discussions/presentations, proficiency in financial planning software (eMoney), and...the enterprise and of high quality. * Assist Wealth Analyst with preparation of reports/dashboards and making other changes… more
- Citigroup (Arcadia, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- Citigroup (Hewlett, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- State of Colorado (Denver, CO)
- …The Division also contracts with numerous private residential and non-residential service providers throughout the State. For pre-adjudicated youth, the Division is ... the DYS treatment model and Sanctuary principles with transition staff, client management, mental health services, medical, special education, security staff and… more
- Bank of America (Los Angeles, CA)
- …and coordination of team assignments, projects and key initiatives, and overall team client service strategy. Requires a thorough knowledge of the Merrill Lynch ... quality and completion and managing junior team members as needed + Oversee execution of client service strategy and client review processes + Serve as… more
- Amergis (Sacramento, CA)
- …other documentation within established timeframes to ensure program initiatives + Attends client meetings/QBRs/ service calls as needed with BDM/AM + Assists with ... with clinical oversight and quality of behavioral services provided to educational service clients including the oversight, training, and/or direct management of all… more