- SMBC (Los Angeles, CA)
- …**Role Description** Our SMBC Transactional Banking Department (TRBD) is looking for a Client Service Representative who will be responsible for addressing ... effectively execute processes. + Keep close communication with the Senior Client Service Representatives on...More than 2 years of comparable or relevant customer service experience, preferably in banking/financial services industry.… more
- Morgan Stanley (Boston, MA)
- …Client Relations Representative is responsible for working closely with Client Relations Representatives and Senior Client Relations Representatives ... with sales teams and internal partners to deliver exceptional client service for accounts and client...and whenever necessary to ensure the success of our client services . Morgan Stanley's goal is to… more
- Atria Wealth Solutions (Allentown, PA)
- …SUMMARY: Provides support, coordinates, and conducts client sales support and service activities for Representative and Investment Program in an effort to ... for support and coordination of all activities related to client service , processing of paperwork, and coordination...Calls clients and prospects and makes appointments for the representative . + Processes incoming client mail, paperwork,… more
- BlackRock (New York, NY)
- …etc.) + Serves as an ambassador for the firm and is viewed by client /consultants as a senior -level BlackRock representative + Attends (when appropriate) ... be responsible for the delivery of efficient fundraising and/or client service execution in order to meet...ability and interpersonal skills to establish credibility with the senior leaders of the Firm + Ability to lead… more
- Stanford University (Stanford, CA)
- Senior Financial Analyst 4 (Hybrid Opportunity) **School of Humanities and Sciences, Stanford, California, United States** Finance Post Date Mar 20, 2024 Requisition ... # 102617 ** Senior Financial Analyst 4 (Hybrid Opportunity)** The School of...cycle. The ideal candidate has a passion for customer service , is proactive and a dependable self-starter with strong… more
- Stanford University (Stanford, CA)
- Senior Financial Analyst (Hybrid Opportunity) **School of Humanities and Sciences, Stanford, California, United States** Finance Post Date Apr 15, 2024 Requisition # ... in inspirational teaching, learning, and research every day. The Senior Financial Analyst is a member of the School...measured by team success. This position serves as a representative of the H&S Dean's Office and as a… more
- Manulife (Boston, MA)
- We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our ... opportunity** As part of the Business Intelligence Department, the Inforce Pricing Senior Analyst will be heavily involved in supporting pricing management, internal… more
- Charles Schwab (Westlake, TX)
- …achieve their strategic priorities by promoting principles and practices that build client trust and safeguard the integrity of the firm. The department performs ... management's supervisory responsibility and its efforts to achieve compliance with financial services rules and regulations, and policies of the Company. We are… more
- ASM Global (Shreveport, LA)
- SHREVEPORT CONVENTION CENTER/MUNICIPAL AUDITORIUM POSITION: Senior Accountant DEPARTMENT: Finance REPORTS TO: Accounting Manager ASM Global, the leader in privately ... public assembly facilities has an excellent and immediate opening for a Senior Accountant at the Shreveport Convention Center/Municipal Auditorium. The Senior … more
- PVH Corp. (New York, NY)
- …be adaptable to various competing demands, and demonstrate the highest level of customer/ client service and response. + Proficiency in Microsoft Office (Excel, ... **Design Your Future at PVH** Senior Analyst, Investor Relations & Treasury- PVH Corp....its territories, PVH prohibits any PVH employee, agent or representative from requesting or otherwise considering any job applicant's… more
- CBRE (Los Angeles, CA)
- Senior Fund Accounting Controller Job ID 162224 Posted 10-Apr-2024 Service line Advisory Segment Role type Full-time Areas of Interest Accounting/Finance ... CBRE? About The Role: We are looking for a Senior Fund Controller for CBRE Investment Accounting & Reporting...working collaboratively to prepare and review deliverables according to client expectations. What You'll Do: + Review NAV calculations… more
- Santander US (New York, NY)
- …a best-in-class service and seamless end to end execution including client onboarding and due diligences process. + Ensure understanding of the Bank's operating ... Trade & Working Capital Solutions: Client Origination and Relationship Manager - Global Transaction...Credit, Legal, Reputational, Regulatory, Compliance, etc. + Reporting to senior management regarding the progress of the commercial agenda.… more
- Truist (Atlanta, GA)
- …(United States of America) **Please review the following job description:** The Senior Investment Strategy Analyst supports the development of the firm's investment ... of the time delivering investment strategy and IAG capability presentations for client events, public events, panels and business development. + Lead IAG projects… more
- CBRE (Philadelphia, PA)
- Senior Real Estate Accountant Job ID 151386 Posted 22-Apr-2024 Service line Advisory Segment Role type Full-time Areas of Interest Accounting/Finance, Property ... each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations… more
- CBRE (Richardson, TX)
- GL Accountant Senior Job ID 154030 Posted 23-Apr-2024 Service line Advisory Segment Role type Full-time Areas of Interest Accounting/Finance Location(s) ... each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations… more
- Bank of America (New York, NY)
- …covering and conducting diligence on banks and financial institutions, is preferred. Acts as the senior product representative on a client team and is solely ... of financial services experience preferred. + Investment product knowledge and client facing experience. + Dedicated work ethic & initiative, and desire to… more
- Bank of America (New York, NY)
- …along with the power to make a difference. Join us! **Job Description:** Acts as the senior product representative on a client team and is solely responsible ... of product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects of a… more
- Santander US (Los Angeles, CA)
- …States of America Essential Functions/Responsibility Statements: + Provides support to senior bankers. + Develop client presentation materials, including all ... discounted cash flow, trading comparables,transaction comparables and LBO analysis. + Assist senior bankers on client coverage initiatives. + Support product… more
- Select Energy Services (Houston, TX)
- …an arsenal of efficient and environmentally conscious water and chemical solutions to service the full life cycle of the well. Select Water Solutions is ... of every major unconventional basin. Select's robust range of services provides our customers with one source to keep...prove our experience, put safety first, and maintain 100% client focus. After all, we believe that is the… more
- Morgan Stanley (Alpharetta, GA)
- …the onboarding and senior onboarding associates. - Provide regular feedback on client service expectations to the team. - Help team with day-to-day workflow, ... with sales teams and internal partners to deliver exceptional client service for accounts and client...and whenever necessary to ensure the success of our client services . Morgan Stanley's goal is to… more