- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... exceptional client service. The Senior Client Service Associate reports directly to the Financial...Conduct performance evaluations and provide timely feedback to staff. Client Service & Relationship Management + Serve… more
- WTW (Philadelphia, PA)
- … client partnerships and driving WTW's growth in the financial services sector. **Note:** Employment-based non-immigrant visa sponsorship and/or assistance is ... strategies, ensuring high retention rates and successful completion of surveys across client accounts. **Revenue Growth and Strategic Account Management ** + Lead… more
- CVS Health (Phoenix, AZ)
- …and every day. **Position Summary** A Senior Analyst who joins the Client Financial Analysis and Optimization (CFAO) team provides financial consultation ... terms under CVS' pricing model, TrueCost. Analysts working in CVS Caremark's Client Financial Analysis and Optimization Team interact with individuals and… more
- CNO Financial Group (Carmel, IN)
- …is bonus eligible. Optavise, a CNO Financial Group Company, is seeking a Senior Client Management Consultant to manage delivery of services to Optavise's ... Optavise solutions to achieve benefit program objectives. **As a Senior Client Management Consultant,** **your...money. Optavise is the worksite marketing brand of CNO Financial Group. CNO provides life and health insurance, annuities,… more
- American Express (New York, NY)
- …Express invites you to apply for an opportunity within the National Client Group. ** Senior Manager - Client Management - Dining** If you are ready to ... delivering differentiated products and services. The role of the Senior Manager, Client Management -...robust strategic background, an ability to think innovatively, strong financial and analytical skills, and the ability to lead… more
- Fiserv (Omaha, NE)
- …make an impact on a global scale, come make a difference at Fiserv. **Job Title** Senior Client Project Management **What does a** **successful Senior ... consumer/business credit bureaus, government agencies and merchants. As a successful Senior Client Project Manager, you will ensure predictable, consistent,… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate at a well-established wealth advisory firm. This is ... strategies. This is a great opportunity to deepen your experience in financial planning, work alongside experienced advisors, and grow within a collaborative, … more
- US Bank (San Francisco, CA)
- …streamlines client onboarding, KYC/AML compliance, and lifecycle processes for financial institutions. In this senior -level **Subject Matter Expert (SME)** ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...Specialist** to support the integration of Fenergo's **Fen-X** SaaS Client Lifecycle Management (CLM) platform with our… more
- Raymond James Financial, Inc. (Manassas, VA)
- … advisors and ensuring clients receive exceptional, personalized attention throughout their financial journey. The Senior Client Service Associate also ... and/or a financial broker-dealer. **Key Responsibilities** + ** Client Relationship Management :** Serve as the primary...a successful financial services practice. As a Senior Client Service Associate, you are entrusted… more
- TEKsystems (Chicago, IL)
- …client retention and growth, as well as overall internal and external relationship management . The ideal Senior Client Account Manager should leverage ... Services (TGS) Talent Acquisition Team requires: Position Overview The Senior Client Account Manager role at One...connected sales teams Finance/Billing: * Accountable for the healthy financial management of the workstream, monitoring all… more
- Censeo Consulting Group (Washington, DC)
- Senior Financial Management Advisor - Department of State The Position: We are looking for eager, driven candidates with experience in people management , ... our Federal clients at the Department of State. The Senior Financial Management Advisor will...candidates whose passion and enthusiasm will help shape Censeo's client insights and workplace culture. Our staff have a… more
- R1 RCM (Chicago, IL)
- …**Here's what you will experience working as a Senior Manager of Client Success:** ** Client Relationship Management ** + Develop and maintain strong ... encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. As our Senior Manager of Client Success, you will serve as a… more
- CBRE (Los Angeles, CA)
- …various regional, client account and department administrative, process improvement and financial functions. + Direct field management staff, client ... Client Success Senior Director Job ID...financial accounting, budgeting, and reporting encouraged by the client . + Provide oversight in the prioritization, scheduling, and… more
- Fiserv (Omaha, NE)
- …make an impact on a global scale, come make a difference at Fiserv. **Job Title** Senior Client Business Analyst **What does a successful Senior Client ... Analyst do at Fiserv?** As a Senior Client Business Analyst, you will ensure that Fiserv delivers...needs and be a liaison with Development and Account Management groups to manage client expectations and… more
- JPMorgan Chase (Plano, TX)
- …of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve client ... located in the United States and across the globe. Client Service Senior Associates are a trusted...investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We… more
- Zayo (TX)
- …role requires a proven track record in enterprise sales, client management , and business development within financial services and technology. The ... large enterprises. Zayo is seeking a dynamic and results-driven Client Executive Senior Manager to drive revenue...with a focus on outcome based selling to large financial institutions. + Management experience is highly… more
- Bober Markey Fedorovich (Akron, OH)
- …+ Responsible for a variety of roles that assist in the preparation of client financial statements in compliance with official guidelines and requirements for ... of the engagements will entail the preparation of monthly/quarterly financial statements. The Senior Accountant has multiple...+ Performs various analyses to assure the accuracy of client financial statements. + Performs monthly accounting… more
- TD Bank (Philadelphia, PA)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the ... alerts other internal staff to findings and develops recommendations to minimize Client tax liability and improve overall financial situations + Supports… more
- Wells Fargo (San Francisco, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- Black & Veatch (Coral Springs, FL)
- ** Senior Client Account Manager - Food...unit and company business planning. Actively uses B&V Electronic Client Management (eCRM) system. + Account ... opportunity creation to business capture. + In conjunction with management and colleagues, learns the coordination of client...maintain and expand key relationships. + General understanding of client business and financial drivers and B&V… more
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