- T. Rowe Price (Baltimore, MD)
- …Responsibilities include portfolio attribution and quantitative support. Strong attention to detail, client service , and technical skills are essential. The role ... experience in finance or financial services. + Strong attention to detail and client service . + Demonstrated technical experience. + Proven experience in change… more
- WTW (Irvine, CA)
- …and absence management benefits for clients. Responsibilities include: + Partnering with client service team leader to deliver superior project management + ... Providing superior client service in response to day to...annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements.… more
- Competitive Range Solutions, LLC (Fort Meade, MD)
- …Manager, having second-tier responsibility for overseeing technical project management provided to client with regard to respective program + Must be able to work ... related documentation, preparing briefings, providing full conference/meeting support, and preparing senior level strategic briefings and metrics as required by the… more
- Neuberger Berman (New York, NY)
- …manager. From offices in 39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a range of strategies-including equity, ... will provide a high level of direct interaction with senior personnel on both the investment and non-investment teams...in ODD analysis and monitoring process + Conduct ongoing service provider due diligence + Stay abreast of industry… more
- Deloitte (Tempe, AZ)
- …projects span Business Threads, inclusive of tax compliance and advisory client service delivery for Corporate, Investment Management, Operating Flowthroughs, ... facilitate formal decision-making. Functional + Engage with Tax professionals to understand client service pain points, assess opportunities, and deliver process… more
- T. Rowe Price (Owings Mills, MD)
- …role with the firm responsible for executing trading for Retirement Advisory Service and ActivePlus Portfolios, which include, tactical shifts, implementation of new ... accounts, portfolio rebalancing, client -driven requests, and model changes. The individual will utilize...analytical oversight for business product line. + Assists more senior professionals in their partnership with internal auditors, researching… more
- US Tech Solutions (Charlotte, NC)
- …are followed **Key Responsibilities and Duties:** + Deliver superior customer service and specialize subject matter expertise to individual tax clients. + ... Wealth Management partners to deliver sophisticated income tax planning advisory services for Client 's highest net worth and most influential clients. + Serves as an… more
- Citigroup (New Castle, DE)
- …+ Adopt procedures in accordance with the CDGP 9.0 policy for Service Operations. **Detailed Responsibilities:** + Central point of contact accountable for ... champions & data quality initiatives. + Proactively communicates with senior leadership. + Identifies potential re-engineering and standardization opportunities for… more
- Insight Global (Charlotte, NC)
- …and industry trends. Lead and communicate complex GRC technical issues to senior management. Manage project deliverables, ensuring adherence to timelines and quality ... ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by… more
- Citigroup (Tampa, FL)
- …strategic operational plans. Essentially, Enterprise Operations & Technology re-engineers client and partner processes to deliver excellence through secure, ... and controlled services. Tax Information Reporting (TIR) is responsible for end-to-end client tax activities including validation of client tax certifications,… more