• Advisor Business Solutions (Pasadena, CA)
    …CA that is currently experiencing growth. The firm is looking for a reliable and detail-oriented Senior Client Service Associate to join their team. An ... teams to properly and accurately execute deposits, withdrawals, and other transactions High-touch client service and daily use of the Schwab Advisor Portal… more
    Upward (07/27/25)
    - Save Job - Related Jobs - Block Source
  • Wilmington Trust (New York, NY)
    …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... to ensure it is resolved. Utilize knowledge of products, services , internal policies, and procedures as well as external...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more
    Upward (07/28/25)
    - Save Job - Related Jobs - Block Source
  • Aequor (Devers, TX)
    …Lead is located in Devens, Massachusetts. This role will report to the Devens Associate Director, Cell Therapy Site Procurement Lead and will follow the Client ... Sourcing initiatives and the implementation of a new ERP system (SAP) at multiple Client sites. This role will be pivotal in ensuring the successful migration from… more
    HireLifeScience (07/22/25)
    - Save Job - Related Jobs - Block Source
  • Santander Holdings USA Inc (New York, NY)
    …to Talk to You! Essential Functions/Responsibility Statements: Provides support to senior bankers. Develop client presentation materials, including all ... Investment Banking Associate , Energy - New York Country: United States...is a global leader and innovator in the financial services industry. We believe that our employees are our… more
    Upward (07/29/25)
    - Save Job - Related Jobs - Block Source
  • Wealth Enhancement Group (Akron, OH)
    …more information, please visit www.wealthenhancement.com. Our Akron, OH office is looking for a Client Service Associate to serve as the liaison between the ... We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140...Advisor) and their clients by leading and implementing the client service model Facilitate new account set… more
    Upward (07/27/25)
    - Save Job - Related Jobs - Block Source
  • Southwest Accounting Resources, Inc (Phoenix, AZ)
    Our client , located in north central Phoenix and one...and business advisory firms, is looking for a stellar Senior Audit Associate to join their team. ... (of varying levels of proficiency and experience) Develop new client relationships, and strengthen existing relationships Recognize opportunities to provide… more
    Upward (07/28/25)
    - Save Job - Related Jobs - Block Source
  • WithumSmith+Brown (Boston, MA)
    …people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be ... other agreed upon audit procedures to a variety of client sizes and industries. This Audit Senior ...or compilation engagement to effectively and efficiently provide world-class client service to our clients in the… more
    Upward (07/26/25)
    - Save Job - Related Jobs - Block Source
  • Citigroup, Inc. (New York, NY)
    The Associate Banker Senior is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... are directly affected by the performance of the individual. Responsibilities: Provide complete service support to client , including solving complex client more
    Upward (07/15/25)
    - Save Job - Related Jobs - Block Source
  • State Street Corporation (Boston, MA)
    …solutions to revolutionize how State Street services our customers. As a Senior Associate you will be responsible for the preparation, analysis and reporting ... Who we are looking for A leader within the Private Credit Fund Services business unit of the State Street Alternative Investment Services Group. We are a team of… more
    Upward (07/29/25)
    - Save Job - Related Jobs - Block Source
  • Grant Thornton (New York, NY)
    Job Description The Senior Associate will support complex valuation engagements across the alternative credit spectrum, with a primary focus on illiquid private ... to join a fast-growing, high-performing team delivering ASC 820-compliant valuation services for asset managers, private funds, insurers, and other institutional… more
    Upward (07/29/25)
    - Save Job - Related Jobs - Block Source
  • Advocates Legal Recruiting (New York, NY)
    Job Description Senior Associate - Project Finance Location: New York Salary Range: $260,000 - $390,000 Our AmLaw 100 client , a leader in the project finance ... sector, is seeking a Senior Associate to join its prestigious Project...Strong communication skills and a commitment to providing top-tier client service . Why This Opportunity? This is… more
    Upward (07/13/25)
    - Save Job - Related Jobs - Block Source
  • Aprio (Fairfield, NJ)
    …maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Accounting Associate to join their dynamic team. Working in a ... highly experienced, high quality, collegial team of accounting professionals, the Senior Accountant will lead the monthly close process for a set of clients in the… more
    Upward (07/13/25)
    - Save Job - Related Jobs - Block Source
  • SS&C Technologies (New York, NY)
    …mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Senior Associate , Fund Accounting - Hedge Funds/Private Markets; East Coast ... As a leading financial services and healthcare technology company based on revenue,...Support year-end audit process, in collaboration with the team, client and auditors Actively interact with clients and counter-parties… more
    Upward (07/09/25)
    - Save Job - Related Jobs - Block Source
  • Alvarez & Marsal (Dallas, TX)
    Description Alvarez & Marsal Private Equity Performance Improvement Senior Associate : Operations Group-Aerospace, Defense, Aviation & Space (OPEN TO ALL US ... ADAS leadership to help identify, design, and implement creative business solutions. The Senior Associate , ADAS frequently participates in the following types of… more
    Upward (07/23/25)
    - Save Job - Related Jobs - Block Source
  • Gpac (Middleton, MA)
    Job Description Senior Tax Associate | Full- Service Public Accounting Firm | Essex County, MA Full-Time | Flexible Schedule |Competitive Pay GPAC is ... in Essex County, MA , actively looking for a Senior Tax Associate to join their team!...the United States since 1990. We are extremely competitive, client -focused and realize that our value is in our… more
    Upward (07/25/25)
    - Save Job - Related Jobs - Block Source
  • Alvarez & Marsal (Philadelphia, PA)
    Description PEPI - CFO Services - Senior Associate (Financial Reporting Advisory) OVERVIEW: A&M CFO Services work with private equity held portfolio ... client Ability to identify where the pillars of services CFO Services provides are not functioning...Ability to provide valuable insight and improvement initiatives to senior management and board members ACCREDITION/EXPERIENCE: Minimum BA /… more
    Upward (07/01/25)
    - Save Job - Related Jobs - Block Source
  • DuPont (Houston, TX)
    …development Financial support: Up to 3% 401(k) matching and financial advisory services Team and community engagement: Monthly social events within your market, ... great people! What you'll be doing as an Advisory Senior Consultant: Reporting to the leadership of our oil...a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit… more
    Upward (07/15/25)
    - Save Job - Related Jobs - Block Source
  • JPMorgan Chase & Co. (New York, NY)
    …multiple locations. Your role will be crucial in delivering excellent client implementation service and driving strategic improvements. Job responsibilities ... stakeholders. Related Responsibilities Contribute to strategy for delivering excellent client implementation service . Identify potential tactical and strategic… more
    Upward (07/08/25)
    - Save Job - Related Jobs - Block Source
  • Aprio (San Francisco, CA)
    …maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Tax Associate to join their dynamic team. Position Responsibilities: ... Building strong client relationships by providing proactive tax planning, consulting, and...relationships by providing proactive tax planning, consulting, and compliance services Collaborating directly with partners to deliver innovative and… more
    Upward (06/30/25)
    - Save Job - Related Jobs - Block Source
  • Northern Trust (Chicago, IL)
    …operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and ... institutions by remaining true to our enduring principles of service , expertise, and integrity. With more than 130 years of financial experience and over 22,000… more
    Upward (07/23/25)
    - Save Job - Related Jobs - Block Source