- CGI Technologies and Solutions, Inc. (San Diego, CA)
- …recognition and ensuring compliance with accounting standards . Preparing and processing client billing and invoicing . Conducting financial analysis to track ... in this role may include: . Managing and maintaining financial data for 6-8 separate client programs,...our team-one of the largest IT and business consulting services firms in the world. Qualified applicants will receive… more
- Bank of America (San Antonio, TX)
- …development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Optiv (Overland Park, KS)
- …on competitive trends, customer pricing expectations, and financing considerations. + Complete client financial analysis to support recommendations for new deal ... or math-related field preferred + 2+ years in data analytics, consulting, client services , pricing advisory, or deal desk roles preferred + Experience working in… more
- ABM Industries (Atlanta, GA)
- …portfolio. Responsible for Client /Account retention.Establish and maintain strong client relationships, regularly communicating service levels, needs, and ... improvements. Responsible for renewing and negotiating client contracts. + ** Financial Acumen:** Manage portfolio P&L responsibilities, including budgeting,… more
- World Insurance Associates, LLC. (Westborough, MA)
- …Position Summary We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with daily operational and ... Qualifications + 2-5 years of experience in financial services , wealth management, or a related client service role (preferred) + Strong understanding of… more
- Citigroup (Atlanta, GA)
- …the competitive landscape. The Relationship Manager is adept at understanding a client 's financial performance and participates actively in the credit ... clients and deliver the global Citi platform to the client , drive out-sized wallet capture, and exceed return hurdles....and an ability to quickly learn new products and services + Demonstrates an expert level of Early Warning… more
- Fluency Inc. (Burlington, VT)
- …our unique world-class client experience. Our commitment to value-driven client service begins with the prioritization of; Ideation, Creativity, ... advertising strategies via our platform capabilities. + Deeply understand your client 's business, financial and operational profiles. + Identify, recommend,… more
- ARAMARK (Evanston, IL)
- …Plans, coordinates and directs all custodial activities, including Aramark and client financial accountability, and compliance with the standards established ... time of posting. BENEFITS: Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life… more
- Banco Popular Puerto Rico (Bronx, NY)
- …and uncovering their needs to gain in-depth knowledge of client 's financial life priorities and provide the products/ services that are most appropriate ... US, 10458 Company: Popular Workplace Type: On-site Sales and Service Associate Bronx Fordham Road NY Mgmt The Sales...backgrounds. We reaffirm our commitment to always offer essential financial services and solutions for our customers… more
- Robert Half Office Team (Del Mar, CA)
- Description About the Company Our client , a reputable financial services firm, is seeking a Front Desk Coordinator to manage front office operations and ... clients, visitors, and internal teams. This role combines high-touch client service with administrative coordination and office...in a front desk, receptionist, or office coordination role ( financial services or professional services … more