- Hired by Matrix (Columbus, OH)
- …metrics. Functional support areas include Cash Management products and services, Online ( client website) and Mobile app, and general account or financial ... you ready to build your career by joining a global financial institution? If so, our client is hiring a Customer Service Representative!What You'll Do: Handle… more
- Fidelity TalentSource LLC (Columbus, OH)
- …bringing them peace of mind as you guide them through wealth management and retirement planning strategies The\u00A0Expertise\u00A0We re Looking ForFINRA Series 7 & ... support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.… more
- Creative Financial Staffing (Columbus, OH)
- …assisting in financial reporting, and playing a vital role in budget management and financial analysis. KEY RESPONSIBILITIES: Accurate Financial Records: ... for real estate development projects. Bank Reconciliations: Perform meticulous bank and account reconciliations to guarantee the accuracy of financial data.… more
- Creative Financial Staffing (Columbus, OH)
- BookkeeperOur Client , a reputable company in the automotive industry, is seeking a highly organized and detail-oriented Bookkeeper to join their dynamic team. If you ... invoices, ensuring accuracy and adherence to company policies and procedures. Reconcile financial statements, bank accounts, and general ledgers on a regular basis.… more
- Fidelity TalentSource LLC (Covington, KY)
- …and other escalated tasks, as neededWork with the Team Lead / Manager, Client Management , Workplace Investing Participant Services and other various operations ... Job Description:Customer Account Resolution Representative & Senior Representative\u00A0RoleThe Customer Account Resolution Representative services clients by… more
- WSFS Bank (Philadelphia, PA)
- …pricingIndependently develop and maintain Sales Force accurate and complete data in client databases crucial to the account development processResponsible for ... financial services including commercial banking, retail banking, cash management and trust and wealth managementOther subsidiaries or divisions include Arrow… more
- WSFS Bank (Philadelphia, PA)
- … financial services including commercial banking, retail banking, cash management and trust and wealth managementOther subsidiaries or divisions include Arrow ... and Mondays, Thursdays and Fridays working remotely until further noticeBusiness Development Account Manager - Inside Sales: NewLane Finance Company ("NewLane") is a… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- Job Description:The Role As a Manager for Clearing Client Management , you are responsible for a team of Client Managers (CMs) that lead the operations and ... is primarily focused on identifying proactive efficiency opportunities, project management , high level initiatives and critical issues, and demonstrating strategic… more
- Fidelity TalentSource LLC (Durham, NC)
- …recordkeeping and administrative components of Annual Business Planning and Quarterly Client Service Reviews. Supporting the Relationship Management team in ... Job Description:RoleThe Client Services Manager (CSM) demonstrates strong client consulting skills and deep knowledge of Health and Welfare plan provisions,… more
- West Technology Group, LLC (Atlanta, GA)
- …field; or relevant experienceExperience Min six years of increasingly responsible sales, account management or client development experience is required ... seeking a dynamic and visionary leader to join our team as the Dir, Account Management .Role OverviewResponsible for directing the activities of the cross seller… more
- Hired by Matrix (Fort Worth, TX)
- …full-service search firm, we partner with companies across industries, including Financial Services, Fintech, Consumer Goods and Services, Security and Logistics, ... by joining an international automotive company? If so, our client is hiring a Client Services Back...or paper mail. Requires acute attention to detail, time management , and communication with peers, customers, and internal partners.… more
- Hired by Matrix (Fort Worth, TX)
- …full-service search firm, we partner with companies across industries, including Financial Services, Fintech, Consumer Goods and Services, Security and Logistics, ... by joining an international automotive company? If so, our client is hiring a Client Services Back...or paper mail. Requires acute attention to detail, time management , and communication with peers, customers, and internal partners.… more
- Fidelity TalentSource LLC (Durham, NC)
- …supporting Fidelity s reimbursement account clients, you will combine strong client management skills with a deep knowledge of reimbursement account ... Job Description:RoleSenior Reimbursement Account Manager As a Senior Reimbursement Account...satisfied. You will also help the Sales and Relationship Management Teams expand Fidelity s healthcare businesses and help… more
- US Tech Solutions, Inc. (Harrison, NY)
- …The Consulting Group's FSS team is the primary Advisory business contact for Our Client Wealth Management . The Our Client Advisory programs offer clients ... guidance on investment selection and asset allocation construction using a variety of financial vehicles in a wrap fee structured account . The FSS Product… more
- AppleOne (Kissimmee, FL)
- …practice can best utilize the software program* This service experience is based upon the financial outcomes of the client as well as other measures that occur ... within Revenue Cycle management * The Revenue Account Manager (RAM) provides...Account Manager (RAM) provides regular feedback to the client on monthly Practice Roundup and/or Interim callsQualifications and… more
- Creative Financial Staffing (Boston, MA)
- …You will manage all facets of sales process, from initial prospecting to account management , through phone, email, and face-to-face and video meetings. Once ... CFS is hiring a client -facing Business Development / Account Manager...Hybrid schedule keywords: sales, business development, sales development, fundraising, account management , staffing, recruiter, business administration, accounting,… more
- Creative Financial Staffing (Cincinnati, OH)
- …You will manage all facets of sales process, from initial prospecting to account management , through phone, email, and face-to-face and video meetings. You ... Creative Financial Staffing (CFS) is expanding to Cincinnati! We...in accounting, finance, and Technology. We are hiring a client -facing Business Development / Account Manager who… more
- Fidelity TalentSource LLC (Smithfield, RI)
- Job Description:Are you interested in building a career focused on Client Management ?\u00A0 Can you work collaboratively with colleagues across the globe to help ... If so, we are excited to speak with you about a Manager, Global Client Services role focused on supporting the retention and growth of Fidelity s investment… more
- Creative Financial Staffing (Vienna, VA)
- …cost accounting support, budgeting and regulatory pricing compliance Oversee the Account Management responsibilities for processing of costing/pricing for base ... - GC/Mission Driven About the Company and Opportunity: Our client is a well-known Government Contractor headquartered in the...role and potentially remote Overview of the Senior Manager, Account Products Pricing role: Provide management and… more
- Percepta (Melbourne, FL)
- …CONTROLWhen necessary, use applicable client satisfaction tool(s) to resolve client concerns. Tools available include Financial Assistance, Service Component ... follow-up questions and related requests from the clientJudge when the client is open to receiving additional informationManage financial assistance… more
