- Robert Half Finance & Accounting (San Francisco, CA)
- …accomplished professionals. This firm focuses on delivering deeply strategic, comprehensive financial guidance-freeing clients to focus on what matters most while ... and professional pursuits. Founded by a former Morgan Stanley advisor with 10+ years of experience, the practice now...when needed. + Act as the liaison between the advisor and various internal functions including client services, trading,… more
- Autodesk (Novi, MI)
- …maximize the value of their Autodesk investment. As a trusted technical advisor , you will guide customers through support optimization, adoption strategies, workflow ... strong relationships with enterprise Manufacturing customers as a trusted technical advisor + Collaborate with Customer Success Managers and technical teams to… more
- CIBC (Boston, MA)
- …with the Group Head to execute the new business strategy, serve as trusted advisor to strategic clients and be charged with development of relationship planning and ... deals to bridge client expectations and bank requirements. Act as Strategic Advisor to clients as needed. + **Relationship Management** - Collaborate with Portfolio… more
- Amazon (Atlanta, GA)
- …our partners to maximize CBOs. As a PCA you are a trusted advisor to our customers, providing guidance on industry trends, emerging technologies, and innovative ... are realistic and achievable - Acting as a trusted advisor to customers on industry trends and emerging technologies...package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more
- Citigroup (New York, NY)
- … + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... seek strategic advice regarding financial matters. + Build relationships with client families that...of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are… more
- JPMorgan Chase (Houston, TX)
- …will have direct responsibility for servicing a portfolio of large corporate or financial institution clients. As a Client Service Account Manager within the (X) ... team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services.… more
- iHeartMedia (San Antonio, TX)
- …the Accounting Team in close collaboration with our Finance partners to transform financial data into actionable information and insights. + This position has full ... and external audit support, compiling documentation, coordinating efforts with both financial and non- financial resources, and ensuring audit documentation is… more
- Citigroup (New York, NY)
- …prospects into clients. + Anticipate events in a client's life which have significant financial implications. + Serve as a trusted advisor to clients and provide ... of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are...expressed by the client. + Help clients achieve broad financial /investment goals related to the creation and management of… more
- World Insurance Associates, LLC. (Philadelphia, PA)
- …and carriers. + Oversee renewals and marketing efforts of clients, act as an advisor to teams in carrier selection, financial negotiations and client service ... personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. This… more
- Wabtec Corporation (Norcross, GA)
- …Additionally, this position will be accountable for the ongoing operations and financial (P&L) performance of the NIT (Track Inspection) product line. This role ... + Excellent client relationship management skills and ability to play a trusted advisor to C-level customer executives to execute an implementation plan that works… more
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