- Novo Nordisk Inc. (Plainsboro, NJ)
- …is delivered via internal resourced or by advisors Preparation of tax account reconciliations and related support Supports and maintains tax ledgers within SAP ... Assists in providing information requested for the completion of annual reports and other filings completed by legal OneSource administrative responsibilities including pushing and pulling data for OneSource Income Tax Provision and uploading data into… more
- Morgan Stanley (NY)
- …Kong, Dublin, Glasgow, Bangalore and Mumbai. We are seeking a client facing Account Manager for our NY offices. *Principal Duties* *Managing approximately 1-5 ... workforce (M/F/Disability/Vet). **Job:** **Fund Services* **Title:** *Fund Services-Client Facing Account Manager * **Location:** *New York* **Requisition ID:**… more
- Robert Half Office Team (Ventura, CA)
- …accounting and finance roles among others. If they're looking for an assistant account manager , here are some potential qualifications and responsibilities they ... might be seeking * Provide administrative support to Account Managers and Consultants * Assist with preparing pre-renewal, request for renewal, and request for… more
- JPMorgan Chase (New York, NY)
- …mortgages, and deposits. **Job Summary** As a Private Wealth Alternatives (PWA) Client Account Manager you will focus on client relations for registered and ... and administrators) and their counterparts at our platform partners. As an account manager you will support Wealth Management Client Advisors and their clients… more
- WSFS Bank (Philadelphia, PA)
- …NewLane Finance's accounts and coordinating with the development teams, the Business Development Account Manager ("BDAM") plays a significant role in driving the ... business. Senior Management relies heavily on BDAMs since their proper use of discretion and independent judgment is pivotal to NewLane's business operations. Success in this position is accomplished by managing prospects and building a customer base in… more
- JPMorgan Chase (New York, NY)
- …and deposits. **Job Summary** The job is for a Private Wealth Alternatives Client Account Manager at JP Morgan Asset Management. The role involves collaborating ... with internal and external stakeholders to provide excellent client service. The candidate will use their knowledge of registered and private funds' administration, onboarding, and operational processes to assist various financial institutions. They will also… more
- WSFS Bank (Philadelphia, PA)
- …* Exemplify NewLane Finance's core values & behaviors. * Meet or exceed sales targets based on volume and profitability * Meet with dealer principals, finance ... NewLane Finance Company ("NewLane") is a fast-paced commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the… more
- HUB International (Fargo, ND)
- …as an Employee Benefits Financial Analyst:** You will provide analytical support to the Account Manager to meet the data and reporting needs of the firm's ... Benefits Financial Analyst** , you will provide analytical support to Account Managers. **You will** **build relationships** with internal and external customers… more
- BlackRock (Philadelphia, PA)
- …**Job** **Purpose/Background/Responsibilities:** The US Cash Management Sales team is seeking an account manager to support the sales function in building and ... sales processes required to support the broader sales function (for example account opening and AML/KYC client query management, client reporting, record keeping and… more
- ManpowerGroup (Bridgewater, NJ)
- …decline credit line increases for existing customers for requests from a sales rep or account manager via email for Frac or PPS accounts. * Monitor and perform ... Bank Governance: Assist in the opening and closing bank accounts, update bank account schematics, and signatory changes as required. (Adhoc) * Assist in overseeing… more
- Gilmartin Group (New York, NY)
- …RESPONSIBILITIES AND QUALIFICATIONS + Support Gilmartin executives by serving as a client account manager - executing and managing investor related goals and ... + Excellent medical, dental and vision benefits + Flexible Spending Account (FSA)\Dependent Care Account + Commuter Benefits + 401(k) with employer match +… more
- World Insurance Associates, LLC. (Berwyn, PA)
- …and validate carrier renewal rating illustration to explain to producer and account manager and negotiate with carriers. + Independently analyze experience ... utilization data for financial and plan usage conclusions. Independently identify and articulate trends and relationship of experience to renewal rating. + Independently write client facing Executive Summaries that provide observations, conclusions,… more
- SMBC (New York, NY)
- …+ Analyze, negotiate and prepare credit applications and amendments + Act as direct account manager for assigned portfolio of accounts + Prepare credit analysis ... for quarterly and annual reviews + Assist Head of Portfolio Management in various reporting and presentations to senior management as well as support the overall monitoring and management of the portfolio + Prepare financial projection models including Base… more
- Mizuho Corporate Bank (New York, NY)
- …of a parent company, etc.; + Other duties as determined by Deputy General Manager and/or Account Officers. 2. Administrative: + Maintenance and updating of ... with clients, etc; + Other duties as determined by Deputy General Manager and/or Account Officers 3. Policy / Compliance: + Obtain a basic understanding of… more
- Zions Bancorporation (San Antonio, TX)
- …Trade Services, Letters of Credit and Foreign Exchange. + Acts as the principal account and relationship manager for new and existing clients. + Maintains a ... Zions is seeking an International Relationship Manager (International Banker) in San Antonio, TX to join the International Banking team. This role is responsible for… more
- Robert Half Finance & Accounting (Chicago, IL)
- …fund administrator for one BDC and certain private funds, including operating expenses and account reconciliations + Perform manager level review and sign off on ... by the 3rd party fund administrator and identify and resolve issues + Perform manager level review over disclosure support schedules prepared by the 3rd party fund… more
- T. Rowe Price (Baltimore, MD)
- …contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that ... with us. The Director, Middle Office - Securities and Account Reference Data manages a team that oversees the...Leads partnership with clients and internal stakeholders to prepare account outsourcing plans; stewards account transition process… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …cycles) reporting basis. . Report to ownership group, PT CFO and on-site General Manager ('GM') . Assist GM with various financial management reports. Robert Half is ... the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and… more
- Nuveen Investments (Chicago, IL)
- Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of ... firm please visit our website at www.Nuveen.com Nuveen is a global investment manager that works in partnership with our clients to create outcome-focused solutions… more
- Copper State Credit Union (Phoenix, AZ)
- …in developing your role from the ground up. As an Assistant Branch Manager , you will: + Demonstrate a highly motivated, positive, outgoing, influential personality ... with members. + Supervise branch activities in the absence of the Branch Manager including: + Help coordinate branch activities to ensure members are served in… more