- Ballard Spahr, LLP (Middle City West, PA)
- … Specialist /Tax Accountant to prepare the tax filings for clients of our Private Client Services practice. The selected individual must have substantial ... 3 days a week in the Philadelphia or Minneapolis office. Our Estate Specialist /Tax Accountant will: Prepare Federal and State fiduciary income tax returns including… more
- Hired by Matrix (Bowling Green, NY)
- …Loan Servicing, Regulatory Reporting, Business Management, Projects, Wealth Management and Client Services . Support the LAL Telephone Hotline by responding ... by joining a global financial institution? If so, our client is hiring an Operations Supports Specialist !...Access Line & Express Credit Line lending products. Internal client interactions are provided to Financial Advisors, Private… more
- Schaeffler Group (Wooster, OH)
- …its success has been a result of its entrepreneurial spirit and long history of private ownership. As a partner to all of the major automobile manufacturers, as well ... targets and contents, and develop solution concepts with experts based on client requirements. Ensure delivery of the projects assigned including all relevant steps,… more
- Ada S. McKinley Community Services, Inc. (Chicago, IL)
- Educational Specialist -full time $2500.00 Signing Bonus Educational Services Ada S. McKinley is a non-profit organization with a mission to empower, educate, ... local, and private funders. Ensure that contract compliance of all client information and documentation is entered into relevant databases. Ensure case files for… more
- Fidelity TalentSource LLC (Boston, MA)
- …marketplace. This role has a goal of educating influencers, consultants and service providers on Fidelity s solutions while generating lead activity, growing sales, ... with the equity compensation ecosystem serving public and late-stage private companies.Demonstrate Fidelity capabilities to industry influencers, consultants and… more
- TD Bank (Marlton, NJ)
- …more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a high-touch point of ... service to achieve greater share of wallet. The Private Client Service Associate will...+ Will handle complex financial transactions where products and services are highly competitive + May act as a… more
- First Horizon Bank (Baton Rouge, LA)
- …+ Calling on targeted potential clients to uncover prospect needs for products and services . + Makes client focused recommends and product solutions. + Assists ... general supervision, this position provides a variety of full service banking operations for high net worth clients that...a high rate of successful closure. + Assists the client by providing financial status and financial goals to… more
- Manulife (Boston, MA)
- …and accounting teams. + Support special projects and ad-hoc requests relating to client service , marketing, recordkeeping, compliance, and other such areas that ... + Collaborate and manage relationships with product development, portfolio management, operations, client service , legal and compliance teams and marketing among… more
- Regions Bank (Orlando, FL)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Relationship Specialist assists in the coordinated delivery of a ... credit etc.) to a challenging and sensitive portfolio of affluent clients. The Private Wealth Relationship Specialist will be responsible for supporting a … more
- Mirador (Stamford, CT)
- …Specialist will liaise with numerous stakeholders, including financial advisors, legal team, client services team in addition to external parties such as ... investment related tasks as needed Skills & Experience + 0-5 years of client service or relevant financial industry experience preferred + Excellent client… more
- Morgan Stanley (South Jordan, UT)
- …South Jordan, Utah office this individual is responsible for providing world-class client service , deal management, product solutions, and operational support on ... our industry. We are looking for a Liquidity Transactions Specialist to join our Global Private Markets...liquidity transactions. This role will be critical in driving client success centric solutions for our private … more
- Morgan Stanley (South Jordan, UT)
- …the incomparable leader in our industry. We are looking for a Senior Liquidity Transactions Specialist to join our Global Private Markets team and help write the ... workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Senior Liquidity Transactions Specialist - MSAW Private Markets* **Location:** *Utah-South… more
- Huntington National Bank (Fairlawn, OH)
- Description Summary:The Wealth and Investment Service Specialist II is responsible for the day-to-day activities and interaction between the client and ... of documentation, maintenance, and servicing of the relationship. The Service Specialist II is also responsible for...maintaining a high level of knowledge of products and services to provide Service Excellence for our… more
- Atlantic Health System (Basking Ridge, NJ)
- …and follow / document staff/ client complaints and concerns . Conduct in services . Cover private duty nursing (PDN) cases, as necessary. Support resource to ... Atlantic Health System, is seeking a per diem Clinical Specialist to work 8am - 4pm at the Basking... Private Care Services - a private duty Nursing and Home Health Aide service… more
- Plante Moran (Chicago, IL)
- Private Equity - Business Development Specialist + Location: United States, Illinois, Chicago Make your mark. Our management consulting team focuses on our ... clients and targets + Promote the company's products or services to prospective clients + Attend private ...is usually a key sponsor) + Collaborative internally with Service line leaders to facilitate client -facing meetings… more
- Bank of America (Boston, MA)
- Private Wealth Investment Management Specialist Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make ... for each client . They deliver a full range of investment products and services across the enterprise ensuring alignment to client goals and strategies while… more
- JPMorgan Chase (Los Angeles, CA)
- …you with the opportunity to take your career to the next level. As an Investment Specialist in the US Private Bank, you are responsible for helping the Banker ... win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities**...start date + Seven plus years of experience in Private Banking or Financial Services industry +… more
- Ventura County (Ventura, CA)
- …bringing these values into the workforce. THE POSITION Under general supervision, Human Services (HS) Client Benefit Specialist series performs operational ... services under the lead of the HS Client Benefit Specialist IV, demonstrate working knowledge...- $31.03 per hour HS Client Benefit Specialist Trainee/I/II/III are represented by the Service … more
- Mindful Support Services (Mountlake Terrace, WA)
- …and instill these qualities into everything we do. About the Role: The Client Success Specialist , internally called Onboarding Specialist , works in-office ... Who We Are: Mindful Support Services is a mental health organization focused on...provider members who are learning to run a successful private practice. The Onboarding Specialist will also… more
- Maxim Healthcare Services (Fresno, CA)
- Position Description: The Client Relations Specialist completes tasks under the direction of the Account Manager for Employer of Record programs in CA. The ... Client Relations Specialist monitors each program recipient's...recipient's ability to manage their program, and provides customer service . Essential Duties and Responsibilities: + Maintains the confidentiality… more
