- CIBC (San Francisco, CA)
- …schedule and timeframes, while accommodating given priorities + Use of CRM and/or financial services platform for advisory business + Experience in ... tax, financial planning or investment management + Strong client service commitment + Strong interpersonal and verbal communication skills with the ability… more
- Raymond James Financial, Inc. (New York, NY)
- …top-tier institution. + 1-3 years of investment banking, private equity, or a relevant financial services experience; M&A transaction experience a plus. + ... + Managing of end-to-end deal processes, including diligence, valuation, financial modeling, investor materials preparation, and transaction execution.… more
- TEKsystems (Phoenix, AZ)
- …changing environment. Additional Skills & Qualifications + 1-3 years of experience in Customer Service within the Financial Services or IT industry. + ... Job Title: Client Service RepresentativeJob Description We are seeking a dedicated...dedicated Technology Support Professional who is passionate about the financial industry. The role involves providing end-to-end client support… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... Experience** + High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... **Education/Previous Experience** * High School Diploma or equivalent and five (5) years of financial services industry service experience. * OR ~ * An… more
- NCR VOYIX (Atlanta, GA)
- …company's consulting services as a premier alternative to leading technology advisory and integration firms. + Collaborate with finance on developing a plan to ... nearly 140 years, we have been the global leader in consumer transaction technologies, turning everyday consumer interactions into meaningful moments. Today, NCR… more
- American Heart Association (Dallas, TX)
- …functions of the business unit, while also supporting investment oversight and transaction services through detailed modeling and opportunity assessments. The ... and shared services (Finance, Accounting, Tax, Reporting, Transaction Services ) to ensure alignment and timely...+ CFA, CPA, MBA, or Master's in Finance + Financial advisory or consulting (Big Four or… more
- JPMorgan Chase (New York, NY)
- …leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a ... team that is focused on winning together and building our growing Business Services franchise. We are seeking individuals with a long-term career mindset that shares… more
- JPMorgan Chase (Boston, MA)
- Description 55ip is the intersection between technology and financial services bringing tax smart solutions to our clients globally. **Job summary:** As a 55ip ... Enterprise Advisor Service Associate within the 55ip Client Advisory ...investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We… more
- Deloitte (Dallas, TX)
- …moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services , covering areas such as valuation modeling, cost ... capital. Deloitte Corporate Finance serves all major sectors out of Business and Financial Services , Consumer and Retail, General Industrials, Healthcare & Life… more
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