- Capgemini (New York, NY)
- …key role in: . Leading the development and implementation of AI strategies to enhance financial services offerings . Client delivery including: o Defining AI ... creation and articulation of Capgemini's AI point of view for financial services through thought leadership, client briefings, and industry presentations.… more
- Grant Thornton (Phoenix, AZ)
- …your knowledge of each client 's operations, processes and risks to support financial statement opinions and enhance IT assurance services - all with the ... clients and your engagement team while working collaboratively to improve the client 's overall financial reporting processes, and help them better understand… more
- TD Bank (Burlington, VT)
- …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs...(eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services , etc.) + Ensures all Continuing… more
- Cushman & Wakefield (Atlanta, GA)
- …projects annually for projects that reach $1M. Responsibilities include aligning with client strategies, financial targets, and service standards. Delivery ... provides leadership to the overall project management team for a designated client including business operations, financial management, client relations,… more
- M&T Bank (Wilmington, DE)
- …strategies to grow client base .Promote and sell the full array of financial services distributed by the Company to current and new clients. + Coordinates ... Custom Credit, Investment Advisors and Trust Officers to assess client 's current financial situation, goals and objectives...a minimum of 7 years' sales experience in the financial services industry, or in lieu of… more
- TD Bank (Ossining, NY)
- …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs...(eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services , etc.) + Ensures all Continuing… more
- Charles Schwab (El Paso, TX)
- …in a high-risk environment. Preferred Qualifications: + 2+ years of experience in client service or operations with brokerage/ financial industry preferred. + ... together. The Customer Verification and Research Center (CVRC) within Operational Services is responsible for performing and executing the firms Customer… more
- TD Bank (Bluffton, SC)
- …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs...(eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services , etc.) + Ensures all Continuing… more
- Commerce Bank (St. Louis, MO)
- …a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, ... management professionals across disciplines who collaborate to ensure each client 's financial journey is uniquely crafted for...Trust has been a leading provider of wealth management services including financial planning, estate and tax… more
- HUB International (Fort Lauderdale, FL)
- …International is a leading full- service global insurance broker and financial services firm providing risk management, insurance, employee benefits, ... the community **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Manage the financial planning process: + Collect client data,...and relevant experience is required + 2+ years of financial services experience is required + An… more