• Morgan Stanley (El Segundo, CA)
    POSITION SUMMARY: Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an ... elevated standard of care. The Senior Registered CSA assists with the development and growth...in developing a business plan and delivering against a client service model Support the team's marketing… more
    Upward (07/11/25)
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  • 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)
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  • Atrium: Staffing (Parsippany, NJ)
    …for providing personalized financial planning services . They are looking to add a Client Service Associate to their team. The firm offers a close-knit, ... Position Overview: Our client is seeking a Client Services Associate to support...paper-based client records and communications. Collaborate with senior associates to deliver exceptional service and… more
    Upward (07/27/25)
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  • 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)
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  • Cambridge Associates LLC (Boston, MA)
    …impact on the world. Cambridge Associates delivers a range of services , including outsourced CIO, non-discretionary portfolio management, and investment consulting. ... more information, please visit www.cambridgeassociates.com. Position Summary: The Corporate Strategy Associate will be an integral member of the Corporate Strategy… more
    Upward (07/30/25)
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  • Integration Appliance, Inc. (New York, NY)
    Senior Implementation Associate Hybrid working The Senior Implementation Associate works with an energetic professional services team and will be ... Software as a Service (SaaS) company, the Senior Implementation Associate will be working with...a client 's system design; as such, the Senior Implementation Associate must be eager to… more
    Upward (07/12/25)
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  • Weaver (New York, NY)
    …at weaver.com. Position Profile Weaver is looking for talented Tax professionals at the Senior Associate level to join our Fixed Asset Advisory practice! This is ... The Weaver Experience Weaver is a full- service national accounting, advisory and consulting firm with...and 45L green construction deductions and credits A Weaver Senior Associate is a team player who… more
    Upward (07/23/25)
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  • 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 ... we are looking for A leader within the Private Equity and Real Assets Fund Services business unit of the State Street Alternative Investment Services Group. We… more
    Upward (07/23/25)
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  • Wedbush Securities (San Diego, CA)
    …to our continued growth. Our San Diego office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial ... Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California, with over...Advisors and senior management. Responsibilities include, but are not limited to:… more
    Upward (07/17/25)
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  • Forbright Bank (Chevy Chase, MD)
    …the communities we serve. Forbright is committed to exceptional client service by providing seamless, innovative personal banking services to depositors and ... COMPANY DESCRIPTION: Forbright is a nationwide full- service bank and commercial lender focused on helping...broadly to building a brighter future. JOB SUMMARY: The Senior Analyst or Associate works closely with… more
    Upward (07/23/25)
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  • CKL Engineers, LLC (Chicago, IL)
    Senior Business Development Associate - Construction Are you a seasoned business development professional looking to drive growth in the transportation and ... infrastructure industry? CKL Engineers, LLC is seeking a Senior Business Development Associate to lead strategic pursuits, build relationships and secure new… more
    Upward (07/14/25)
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  • Omnicom Media Group US (New York, NY)
    …in client savings totaling $250MM+ from inception-to-date. ABOUT THE ROLE: The Investment Senior Associate will be assigned to one of four team pods within ... Omnicom Media Group (OMG), the media services division of Omnicom Group Inc. (NYSE: OMC)...Social, and Local media buying and execution. Lastly, the Senior Associate will help train 1-2x direct… more
    Upward (07/02/25)
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  • EctoHR, Inc. (Detroit, MI)
    …Reporting to the Director of Communications - Strategic Communications and Client Services , the Senior Communications Associate has the opportunity to ... needs, gains stakeholder buy-in, and makes an impact. The Senior Communications Associate Position The role of...leads to ensure the delivery of top-notch public relations services to the firm's clients. This position is pivotal… more
    Upward (07/02/25)
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  • Harmonious Hiring (Englewood Cliffs, NJ)
    …compliance with all applicable IRS and DOL regulations. Maintain and enhance client relationships through high-quality service and communication. Mentor and ... expertise in a dynamic, supportive environment that fosters professional growth and client satisfaction, we invite you to apply. Key Responsibilities: Lead and… more
    Upward (07/06/25)
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  • Alvarez & Marsal (Los Angeles, CA)
    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 (07/02/25)
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  • Aldrich (Englewood, CO)
    Job Type Full-time Description Aldrich CPAs and Advisors is looking for a Senior Audit Associate to join our growing Denver office. This position offers a unique ... and being an integral part of something special. The Senior Audit Associate will act as the...recent experience in Public Accounting working in a similar senior financial services role or industry relevant… more
    Upward (07/21/25)
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  • 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)
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  • Spartan Placements LLC (Livingston, NJ)
    …*Maintain regulatory compliance and create procedures for tax preparation *Collaborate with senior managers in handling tax matters *Provide tax planning services ... local tax notices and draft responses *Maintain accurate and up-to-date client records *Review financial records, income statements, and expenditures *Help clients… more
    Upward (07/25/25)
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  • EisnerAmper LLP (New York, NY)
    …partners and marketing professionals to target and build relationships with client prospects Manage, train and develop staff. Basic Qualifications Bachelor's degree ... in Accounting or equivalent field 3+ years of progressive financial service tax experience Experience working with asset manager clients (private equity, hedge… more
    Upward (07/03/25)
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  • RSM Global (Cleveland, OH)
    …like you and that's why there's nowhere like RSM. The Resource Management Senior Associate will effectively fill resource engagement requests and is responsible ... promoting the development of staff for the LOB or Service Line/Solution set they support. Provides information for short-term...Degree or 3 - 5 years in a professional services firm as an external client server… more
    Upward (07/29/25)
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