- Fidelity TalentSource LLC (Merrimack, NH)
- …four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and ... training you need to develop the skills needed to service our customers and study for your FINRA licensing...your FINRA licensing exams! You don t need a finance background or college degree to succeed in this… more
- EY (Boston, MA)
- …them to the team. Apply complex accounting and auditing concepts to client situations. Provide technical guidance and share knowledge with team members with ... diverse skills and backgrounds. Consistently deliver quality client services focusing on more complex, judgmental and/or specialized issues. Demonstrate technical… more
- EY (San Francisco, CA)
- …audit procedures as defined by the engagement objectives and the client 's engagement history. Identify gaps, deficiencies or non-compliance in business procedures, ... team members with diverse skills and backgrounds. Consistently deliver quality client services focusing on more complex, judgmental and/or specialized issues.… more
- WSFS Bank (Berwyn, PA)
- …self-motivated, and able to work with minimal supervisionSuperior interpersonal, organizational, and client service skills Must have excellent written and oral ... the people, businesses, and Communities we serveWe Stand For Service (R) is more than part of our name, it's...with Centers of Influence including, but not limited to, Registered Investment Advisory firms, Family Office, Wealth Management firms,… more
- Amerant Bank (Coral Gables, FL)
- … service to the bank's affiliated broker dealer and registered investment advisor.Responsibilities:Middle Office Liaison for the front office between Pershing, ... of operational tasks for the AMTI TSMO area, including processing updates to client accounts and interpreting and handling exceptions as well as resolving escalated… more
- Fidelity TalentSource LLC (Covington, KY)
- …communication materials for clients new to Fidelity. The Director drives client and participant satisfaction for Fidelity s communication and education platforms, ... and achievement of results.Work collaboratively with other C&E leaders in service of clients, participants, associates, partners, and the firm.Reviewing key… more
- Creative Financial Staffing (Guaynabo, PR)
- …activities Request and provide documentation to support all financial transactions registered in the bank statements Prepare monthly reconciliation package for ... service recipients Review and approve debit and credit adjustment...or solve any financial reporting issues Ability to meet client required deadlines Communicate with client to… more
- Truist (Columbia, MD)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Truist (Coral Gables, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Robert Half Office Team (Indianapolis, IN)
- …vital role in supporting our financial advisors by providing exceptional administrative and client service support. Apply today! Responsibilities: + Act as the ... Description We are seeking a highly organized and detail-oriented Client Liaison Administrator to join this growing team in Indianapolis, IN. You will play a… more
- Robert Half (Atlanta, GA)
- …and assist in clearing these items. + Assist in delivering training of client acceptance and administration. Finance Administration: + Review weekly and monthly ... oriented. + Excellent administrative, interpersonal, and organizational skills. + Strong client / service orientation. + Ability to coordinate and maintain… more
- Robert Half (Blue Ash, OH)
- …of improvement. + Mentoring Analysts by demonstrating the attributes of excellent client service , technical, and professional knowledge. + Fostering and ... JOB REQUISITION Americas Delivery Center Senior Analyst- Finance and Accounting LOCATION AMERICAS DELIVERY CENTER ADDITIONAL...standardized services at scale, to drive efficiency into our service delivery processes in support of our global clients.… more
- Erie 1 BOCES (West Seneca, NY)
- Location: Erie 1 BOCES Management Service E1B Education Campus West Seneca, NY Annual Salary: $68,317 + 1,500 w/Masters Stipend $69,817 Hours: 8:00AM - 4:00PM Job ... Responsibilities: The Specialist for Finance & Legislation works with the Manager, Centralized District...may be assigned that are relevant to the civil service job description Job Qualifications Minimum Civil Service… more
- AdventHealth (Altamonte Springs, FL)
- …**Job Location** : Virtual **The role you'll contribute:** The Director of Finance Analytics, Physician Enterprise, MultiState Division (MSD) serves as the primary ... Director (CRCD), this role is responsible for the proactive management of the client as well as creating organizational transparency in all areas of responsibility.… more
- Sutter Health (Antioch, CA)
- …feedback to Shared Services (S3) regarding quality and effectiveness of service delivery. STRATEGY/PLANNING: * Provides financial consultation to leadership on major ... in lieu of the required degree or diploma._ Bachelor's: Accounting, Finance , Business or Healthcare Administration or related field **TYPICAL EXPERIENCE:** 12… more
- Robert Half Finance & Accounting (Cincinnati, OH)
- …(FA) in the daily operations of their business, with a focus on client service and administrative tasks. This position requires prior investment experience ... + Regulatory Understanding: General understanding of securities regulations and principles. + Client Service Focus: Demonstrated focus on providing exemplary … more
- Charles Schwab (Lone Tree, CO)
- **Your opportunity** Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services. CS&S provides service to our ... employees reach their goals. As a Team Manager in Client Service and Support you will lead...a team of approximately 12 Financial Services Professionals (including registered brokers, broker trainees, and customer service … more
- Vanderbilt University Medical Center (Nashville, TN)
- …with accountabilities for implementation and outcomes for people leadership, quality, service , compliance, finance , throughput and scheduling. Ensures the unit's ... with accountabilities for implementation and outcomes for people leadership, quality, service , compliance, finance , throughput and scheduling. The clinic has… more
- Morgan Stanley (Boston, MA)
- …clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities. CRG is ... comprised of teams and functions including Client Service ( client relationship building...4-year degree, preferably in related discipline such as economics, finance , marketing, or hospitality; work experience in lieu of… more
- City National Bank (Newark, DE)
- …+ Interact with bank and CNS personnel as needed and keep CNS registered representatives apprised of significant client issues and potential problems. ... **LEAD CLIENT SERVICES OFFICER** **WHAT IS THE OPPORTUNITY?** Oversee...retention, and portfolio management efforts. Assist clients with escalated service and operational requests. Adheres to CNS and CNB… more
