- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm is ... with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. You'll join a collaborative,… more
- SMBC (Los Angeles, CA)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** Responsible for answering… more
- Fox Rothschild LLP (Philadelphia, PA)
- **Description** The Collections/ Client Relations Coordinator is responsible for managing and executing the collection of outstanding accounts receivable. This role ... **ESSENTIAL FUNCTIONS:** + Monitor and manage the accounts receivable portfolio to ensure timely collection of payments. + Contact...ensure invoices are issued correctly and on time. + Partner closely with the Cash Application team to ensure… more
- World Wide Technology (New York, NY)
- …OEM services teams to increase their awareness of the WWT's services portfolio offerings within the assigned geography. + Conduct detailed requirements gathering and ... opportunities. + Actively participate in project/program closeout process to confirm client satisfaction with the completed engagement, to gather lessons learned and… more
- BioFire Diagnostics, LLC. (Hazelwood, MO)
- …logistic. Primary Duties: + Manage and optimize the export flow of your international client and partner portfolio with complete autonomy, ensuring smooth ... and distribution activities for his/her area to ensure internal and external partner and customer satisfaction in line with the procedures, the guidelines, KPI,… more
- VaynerMedia (Capac, MI)
- …with EVPs/SVP/VPs, and Group Creative Directors regularly on business priorities and portfolio -specific processes, + Partnering with Client Service and FinOps ... and advise on how to develop and implement appropriate portfolio processes and operations. + Experience is inclusive of,...tracking methods and escalations are being adhered to + Partner with Client Service & FinOps leads… more
- ARAMARK (Boston, MA)
- …monthly pricing audits, and as required to ensure attainment of AR objectives for client portfolio Execute on monthly, quarterly and semi-annual client ... of contact and provides strategic program oversight for a portfolio of National Account client (s) Oversee the... in partnership with the National Account Sales team Partner with Aramark XLOB leaders to support account management,… more
- Citizens (Boca Raton, FL)
- …to credit policy and requirements, financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, and client support as needed for ... maintaining portfolio compliance with credit and risk policies. + Provide client management support for assigned portfolio , maintaining a regular level of… more
- Citizens (Boston, MA)
- …to credit policy and requirements, financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, and as needed client support for ... to credit policy and requirements, financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, and as needed client support for… more
- CBRE (Charlotte, NC)
- …leadership role responsible for the overall success of a defined global sector portfolio within the organization. This role requires a highly visible and engaged ... leader with full ownership of sector performance, including financial results, client satisfaction, and talent development. The OMED drives strategy, fosters durable… more