- Fidelity TalentSource LLC (Durham, NC)
- Job Description: Senior Account Manager As a Senior ... from the very beginning, you will ensure the client recognizes the quality of service being ... you will bring our clients from post-sale implementation and onboarding into ongoing service and support. You will provide administrative services and serve as the… more
- Fidelity TalentSource LLC (Durham, NC)
- …a fast-paced environment, and can provide quality work and an outstanding client /customer experience. The analyst leverages various service category databases, ... Job Description:The Role The Senior Pension Data Analyst will support the business...candidate likes a challenge and is looking for direct client impacting, rewarding work. The analysis we perform is… more
- Fidelity TalentSource LLC (Durham, NC)
- …granting more than 2.3M grants totaling $11.8B in 2023 alone.NCS is seeking a senior executive to lead the fundraising and distribution function and be a part of ... the senior leadership team, contributing to the overall strategic vision...the Fidelity enterprise and the industry\u00B7 In partnership with Service Delivery, craft and deliver an end-to-end advisor … more
- Morgan Stanley (Cornelius, NC)
- …(M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate * **Location:** *North Carolina-Cornelius* ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through… more
- Raymond James Financial, Inc. (Greenville, NC)
- …and assistance on projects and job functions within the department. Associate will be responsible for supporting department training including the maintenance ... * Monitors and resolves issues related to regulations regarding client accounts, to identify potential problems or status of...stressful situations and provide a high level of customer service in a calm and professional manner. * Partner… more
- Kestra Financial (Raleigh, NC)
- …basis in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None ... Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients… more
- Kestra Financial (Raleigh, NC)
- …customer service , attention to detail, and time management skills * Supports Financial Advisor/ Senior Client Service Associate of a large book of ... The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent… more
- JPMorgan Chase (Charlotte, NC)
- …Sales partners, and Bankers located in the United States and across the globe. As a Client Service Senior Associate you are a trusted member of ... use of our complex treasury and cash management products and services. As a Client Service Sr. Associate in the Commercial Bank you will resolve client… more
- KPMG (Charlotte, NC)
- …so the client can become self-sufficient + Additional responsibilities for senior associate include assisting in managing client engagements ... client engagements and effectively manage teams for associate , minimum three years for senior ...on job classification, standard work hours, and years of service , KPMG provides Personal Time Off per fiscal year.… more
- The Cigna Group (Charlotte, NC)
- …options for dual systems, platforms, funding types. + Provide support for designated Client Service Operations Lead team on all issues and initiatives related ... or Raleigh, NC office 3 days per week._** The Client Account Support Senior Analyst role provides...the manager. Accountable to proactively manage, respond and address client and broker inquiries through service plans… more
- KPMG (Raleigh, NC)
- **Business Title:** Senior Associate , Disaster Recovery **Requisition Number:** 111234 - 53 **Function:** Advisory **Area of Interest:** **State:** NC **City:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...a career in Advisory. KPMG is currently seeking an Senior Associate in S&L Regulatory & Compliance… more
- KPMG (Charlotte, NC)
- **Business Title:** Senior Associate , Indirect Tax Technology **Requisition Number:** 108769 - 51 **Function:** Tax Services **Area of Interest:** **State:** NC ... what we stand for as a firm KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT)… more
- KPMG (Charlotte, NC)
- **Business Title:** Senior Associate , Research and Development Tax Credits (AMCS) **Requisition Number:** 110852 - 51 **Function:** Tax Services **Area of ... as a firm KPMG is currently seeking a Tax Senior Associate to join our Accounting Methods...and development (R&D) tax credit consulting services, including leading client interviews and discussions, performing tax technical research and… more
- KPMG (Raleigh, NC)
- **Business Title:** Senior Associate , Business Tax Services **Requisition Number:** 107753 - 53 **Function:** Tax Services **Area of Interest:** **State:** NC ... for as a firm KPMG is currently seeking a Senior Associate to join our Business Tax...Tax Managers and Partners in the day-to-day management of client portfolio + Take responsibility for overall engagement planning… more
- KPMG (Charlotte, NC)
- **Business Title:** Senior Associate , International Tax **Requisition Number:** 111633 - 51 **Function:** Tax Services **Area of Interest:** **State:** NC ... for as a firm KPMG is currently seeking a Senior Associate to join our International Tax...engagements, play a positive role in well-functioning and collegial client service teams, supervise and assist with… more
- KPMG (Charlotte, NC)
- **Business Title:** Tax Senior Associate , ASC 740 Transaction Services (Consulting) **Requisition Number:** 111560 - 51 **Function:** Tax Services **Area of ... as a firm KPMG is currently seeking a Tax Senior Associate to join our Business Tax...complex information + Ability to handle multiple engagements and client service teams KPMG complies with all… more
- KPMG (Charlotte, NC)
- **Business Title:** Senior Associate **Requisition Number:** 111362 - 51 **Function:** Tax Services **Area of Interest:** **State:** NC **City:** Charlotte ... for as a firm KPMG is currently seeking a Senior Associate to join our Business Tax...complex information + Ability to handle multiple engagements and client service teams KPMG complies with all… more
- WTW (Charlotte, NC)
- …Allen, VA, Hunt Valley, MD, Nashville, TN, Potomac, MD As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial ... disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure… more
- KPMG (Raleigh, NC)
- **Business Title:** Senior Associate , M&A Partnership Tax Group **Requisition Number:** 111712 - 53 **Function:** Tax Services **Area of Interest:** **State:** ... for as a firm. KPMG is currently seeking a Senior Associate to join our Mergers &...various industries + Ability to handle multiple engagements and client service teams + Possess an interest… more
- KPMG (Charlotte, NC)
- **Business Title:** Senior Associate , State & Local Income Franchise/Asset Management Tax Compliance **Requisition Number:** 107713 - 51 **Function:** Tax ... what we stand for as a firm KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT)… more
