- Amerant Bank (Coral Gables, FL)
- The Client Specialist II position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and ... Portfolio Officers and facilitate loan processing and other general service requests: a) Resolve customer inquiries and service...auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set… more
- JPMorgan Chase (Newark, DE)
- …to help expand your knowledge, skills, and abilities. You have found the right team. As a Treasury Service Client Tax Associate II within the Client ... risks and participate in resolution. + Assist in client tax account reviews and ad-hoc projects...in a client impacting function + Effective client service and communication skills with attention… more
- Deloitte (Houston, TX)
- Deloitte, a leader in professional services specializing in audit, tax , consulting, and financial advisory services, with clients in over 20 industries, is seeking ... an exceptional Advisory Manager with a focus on SAP Treasury . With a robust portfolio of well-known and esteemed...shape the landscape of our clients' financial success. + Client Engagement: Play a central role in client… more
- Deloitte (Columbus, OH)
- …leading professional services organizations in the United States specializing in audit , tax , consulting , and financial advisory services with clients in more than ... ends on 5/31/2024 Work you'll do We are looking for an experienced SAP treasury transformation and treasury technology delivery Senior Consultant to join our … more
- AECOM (Southlake, TX)
- …to deliver a better world. Join us. **Job Description** AECOM is seeking a Treasury Manager to support our global Treasury operations. The successful candidate ... will drive execution and optimization of key Treasury functions, including: + Cash forecasting and planning +...assigned **Qualifications** **Minimum Requirements:** + Bachelor's degree in finance, tax , or accounting or related field with 8 years… more
- Aston Carter (Miami, FL)
- …proud to be a ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service . Diversity, Equity & Inclusion At Aston Carter, diversity ... debt covenants. + Works with all entities and corporate tax and legal departments to open new bank accounts...archive for bank invoices, statements, cash transactions, & other treasury documents. + Preform other administrative duties as assigned.… more
- Truist (Atlanta, GA)
- …Provides direct leadership to team in managing their role in fee income, client retention, new business development, service delivery, goal achievement, risk ... years of financial service experience 3. At least 6 years of Treasury management sales experience 4. In-depth to advanced knowledge and understanding of TM… more
- Truist (Boston, MA)
- …shift (United States of America) **Please review the following job description:** Provides client and advisor support to a team of Wealth, Legal Specialty or Medical ... clients. Closely works with assigned advisor(s) to meet the needs and objectives of the client , and will serve as the primary point of intake for a majority of… more
- Truist (Nashville, TN)
- …meetings, completing follow up as needed and clearly communicating within the team. Service Support Provide superior client service to Commercial Community ... review the following job description:** Under moderate supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and… more
- Truist (Spartanburg, SC)
- …and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Community Bank clients taking ownership of ... review the following job description:** Under limited supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and… more
- Truist (Wilmington, NC)
- …CCSs in the completion and management of the below items: * Provide superior client service to Commercial Community Bank clients taking ownership of client ... the following job description:** Manage, lead and train a minimum of ten Commercial Client Specialists (CCS) as direct reports, and provide support to the CSSL and… more
- Truist (St. Petersburg, FL)
- …the essential functions. High School diploma or equivalent Three (3) years of client service and operational experience in financial industry Strong verbal and ... (eg management companies, associations and homeowners) and internal business units. Work as a Client Services team member to ensure service standards are met for… more
- Publicis Groupe (Detroit, MI)
- …deploy real time data that connects world class creative to content and media in service of growth and ROI. As part of Publicis Media, our leadership is defined by ... the world's best-known and most successful brands. **Job Description** The Associate Director, Client Operations will be part of a growing Client Operations team… more
- Rush University Medical Center (Chicago, IL)
- …Description** **Location:** Chicago, IL **Hospital:** RUSH University Medical Center **Department:** Treasury **Work Type:** Full Time (Total FTE between 0.9 and ... and is responsible for the strategic direction and management of the System's treasury functions. This position will focus on corporate liquidity and balance sheet… more
- Truist (St. Petersburg, FL)
- …across functional areas, ensuring that relationships are fully developed. Provide superior client service by providing timely and accurate responses and problem ... management companies, accounting firms and community associations. Recommend product and service enhancements to improve client satisfaction and sales potential;… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …auditors * Engage as an investor relation contact for partners by maintaining relationships and client service * Review all new client accounts set up for ... needs, portfolio reporting and additional ad-hoc reporting and analysis requests to client service , legal/compliance, and portfolio managers * Perform daily… more
- Michigan State University (East Lansing, MI)
- …does not provide tax return preparation services. The Clinic also handles tax controversies with the Michigan Department of Treasury and various cities' ... requesting the poverty or disabled veteran's exemption from property tax . Law students take the lead on most Clinic...client representation in controversies with the Internal Revenue Service . + be admitted to practice before the US… more
- Advatix, Inc. (Dallas, TX)
- …leadership on a weekly, monthly, or quarterly basis as needed + Oversee tax , treasury , credit management, and audit relationships and functions. Responsible for ... Chief Financial Officer Role Summary Our client seeks a Chief Financial Officer (CFO) to...to financial close, financial reporting, budgeting and forecasting, audit, tax , legal, working capital optimization, treasury cash… more
- Publicis Groupe (New York, NY)
- …technology solutions and business services including finance, accounting, legal, benefits, procurement, tax , real estate, treasury and risk management to help ... group. Formed in 1998 as a small team to service a few Publicis Groupe firms, Publicis Re:Sources has...external vendors services and billing processes + Oversee complex tax set ups for international assignments and/or remote working… more
- Truist (Fort Worth, TX)
- …**Please review the following job description:** Identify, solicit, develop, manage, service , retain and grow long-term profitable middle market relationships in ... offering a full range of loan, deposit, Capital Markets, Treasury , Risk Management and other fee-based services to existing...& Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of… more
