- HSBC (New York, NY)
- …Finance), Loan Facility transactions (Syndicated Facilities and Project Finance), Reinsurance Trust and Escrow transactions, from a corporate trustee and loan agency ... legal and/or compliance where required and work closely with business development, client services and operations to ensure smooth onboarding of transaction. The… more
- City National Bank (Los Angeles, CA)
- …to and from City National bank accounts and ACH.Administration of IRAs.Prepare client portfolio review books for Advisors.Process of client account maintenance ... zero balance accounts, accounts not scheduled for events, etc.Prepare custom client reporting. * Risk Management and ComplianceFollow appropriate Regulation 9… more
- Robert Half Finance & Accounting (Colorado Springs, CO)
- …other accounting tasks to support financial accuracy. * Build and maintain strong client relationships to foster trust and long-term collaboration. * Manage ... assigned accounts over time, ensuring compliance and overseeing financial processes. * Provide accurate and timely tax compliance services while adhering to regulations and standards. Requirements * Proven experience in preparing individual and corporate tax… more
- Luxury Bath Technologies (Pleasant Hill, CA)
- …Strong knowledge CRM Systems; highly desirable. + Demonstrated expertise in building client relationships and establishing trust with both internally and ... externally employees and customers. + Familiarity with supply chain management, logistics analytics, and inventory control processes. + Construction Knowledge and Osha Safety requirements. + Excellent leadership skills with the ability to manage diverse teams… more
- JPMorgan Chase (Boston, MA)
- …decisions, prioritized AI capabilities, and major change initiatives + Develop deep, trust -based advisor relationships with key client stakeholders in management ... and the Lines of Business (LoBs) to drive delivery and achieve organizational alignment and buy-in + Build, lead, and mentor a high-performing team of program managers; ensure the team has the necessary resources, skills, and support to achieve their goals;… more
- AON (New York, NY)
- …the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and ... brokers, originators and other M&A team members + Manage and execute client deliverables including interim email updates, phone conversations and a final report… more
- WestCare Foundation (San Diego, CA)
- …separately maintained account. + Maintain records and meet payroll. + Maintain client personal funds/savings/ trust accounts. + Monitor expenses ensuring costs do ... not exceed contract maximum + Liaison with WCSU regarding all financial matters. + Prepare reports as needed. + Respond to audit requests, corrective actions if necessary. + Manage key control for the facility. + Participate in daily shift exchange including… more
- Vanguard (Charlotte, NC)
- …applying trust and estate planning knowledge to help preserve client 's wealth + In-depth knowledge of financial planning, investment strategies, and industry ... communicating Vanguard's investment philosophy and making recommendations that consider client suitability, risk tolerance, appropriate saving/spending strategies, Senior Wealth… more
- Wells Fargo (Minneapolis, MN)
- …a "home office" or "middle/back-office" environment. These roles are not directly client -facing. **Divisions:** + **Banking, Lending & Trust :** Offers access to ... Over a two-year, non-rotational period, analysts will: + Gain hands-on experience in non- client roles within one of WIM's divisions (see below). + Participate in… more
- UMB Bank (Rockford, IL)
- …into reality and provides peace of mind. This is one of the many reasons why our clients trust us. We get to know them - we know who they are, what is important to ... , you will lead a highly integrated team-based approach working to ensure the client 's priorities are at the center of every action. The Sr. Wealth Advisor works… more