- UMB Financial Corporation (Houston, TX)
- UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and ... transactional needs. Our team provides bond trustee and agency services to municipal and corporate issuers of...appropriate. You will collaborate with internal groups across UMB's Corporate Trust teams to ensure client… more
- TD Bank Group (Mount Laurel, NJ)
- …Description: This role is solely for the position of 'Manager of Corporate Trust '. The Manager, Trust Administration Services manages all aspects of the ... accounts. Manages assigned resources for optimal efficiency, productivity and client service . Manages select, significant and sensitive accounts personally.… more
- BitGo (Sioux Falls, SD)
- …customer service by owning, monitoring, and improving customer service , handling customer inquiries, managing client communications throughout the ... reviews of trust accounts to ensure ongoing compliance, accuracy, and client satisfaction. Maintain proficient knowledge of trust rules and regulations, as… more
- WithumSmith+Brown (Baltimore, MD)
- …Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services . As a Trust and Estate Tax Manager based out ... our strength. We have become synonymous with teamwork and client service excellence. The cornerstone of our...surrounding communities. How you'll spend your time: Reviewing individual, trust , partnership and corporate tax returns prepares… more
- AMG National Trust (Englewood, CO)
- Description Position Purpose: AMG National Trust 's wealth management and trust division has $8 billion of assets under management or safekeeping. We are looking ... our team caring for those clients with the utmost personal service . Responsibilities: Maintain excellent relationships with firm clients Provide key administrative… more
- NFP (Los Angeles, CA)
- …Manager's by coordinating activities and initiatives that facilitate the new policy and client service processes. Must provide superior client service ... summaries. Coordinates tasks and responsibilities for all joint work cases. Client Service Provide high-level administrative support to the Relationship… more
- Morningstar, Inc. (Chicago, IL)
- The Role: The Morningstar Support Team seeks a Client Service Representative to join its team to provide superior service to our institutional clients ... understanding of Morningstar's core investment data and innovative software products. The Client Service Representative works closely with their internal Sales… more
- Oppenheimer & Co. Inc. (Jericho, NY)
- … corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services . Job ... in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and... Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY… more
- Jobsultant Solutions (Madison, WI)
- …via well-timed submission newsworthy, help information, as well as interactions. Offers client service and utilizes purchases techniques to preserve customers; ... services that line up with requirements, assisting the client in creating updated selections. Analyses customer demands and...our values and also extreme amount of professionalism and trust via continually adhering to CIBT's Client … more
- Amazon (Bellevue, WA)
- …engage with AWS customers who require specialized security solutions for their cloud services . Region Services Corporate Infrastructure (RSCI) is looking for ... Utility Computing (UC) provides product innovations - from foundational services such as Amazon's Simple Storage Service ...from the most successful startups to Global 500 companies trust our robust suite of products and services… more
- Sotheby's (New York, NY)
- …sales. The Client Accounts Receivable Manager is responsible for providing exceptional client service for a portfolio of sales. This position oversees all ... consign fine art and rare objects. Our reputation for trust and authenticity is backed by our unparalleled global...all outstanding client debt and collaborating with client service operations to facilitate collection or… more
- Qualtrics (Dallas, TX)
- …people across the globe who think that's work worth doing. Account Executive - Corporate - Healthcare Our Healthcare Account Executive team is a group of highly ... entrepreneurially to get it done. Highly communicative and influences effectively, creating trust at the team level. Strong track record of exceeding quota. Ability… more
- M&T Bank (Dallas, TX)
- …loan reprices, etc. Join our dynamic experienced team focused on high touch client service and continuous process improvement. Candidates who are interested in ... with direct client contact Experience with Loan Agency or LoanIQ CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus… more
- Spaulding Ridge (Chicago, IL)
- …from strategy through implementation and business transformation. We are looking for a Client Director to join our Finance & Operations Practice . The Client ... utilizing the technology as an enabler. Ideal candidates will be able to: Lead client engagements, serving as project lead and functional expert for our clients Use… more
- Kennedys (New York, NY)
- …authentic selves to work. We've created a culture based on client service , professional excellence, hard work and trust , where diversity, equity and ... and dynamic attorneys to join its national and international corporate and commercial practice. In this position you will...law firm with expertise in dispute resolution and advisory services . With over 2,750 people worldwide across 48 offices… more
- JPMorgan Chase & Co. (San Francisco, CA)
- …and maintain relationships with a large number of clients by earning trust , understanding client needs, providing targeted advice, developing thoughtful ... your career to the next level. As a National Client Banker, you are responsible for advising families on...years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance… more
- SS&C Technologies (Jacksonville, FL)
- …industry, is seeking a Client Advocate to join our industry-leading Black Diamond Service Team. In this role, you will join a dynamic team as an integral part ... As a leading financial services and healthcare technology company based on revenue,...for expertise, scale, and technology. Job Description Job Description Client Advocate Locations : Jacksonville, FL | Hybrid |… more
- International Staffing Consultants, Inc. (Chandler, AZ)
- …include: Prepare and review complex individual, corporate , partnership, and trust tax returns Lead client engagements and maintain strong, ongoing ... We're looking for a Tax Manager who brings technical expertise, a passion for client service , and strong leadership skills to help guide our growing team at our … more
- Guidehouse (Arlington, VA)
- …transformation knowledge, and a passion for problem-solving, business development and service delivery. Our Technology Financial Services team members help ... Up to 25% Clearance Required: Ability to Obtain Public Trust What You Will Do: Guidehouse is seeking a...large scale Information Technology (IT) transformation projects for Financial Services public sector, focusing on the FDIC account. We… more
- Crowe LLP (Chicago, IL)
- …within the team Integrate firmwide Tax Strategy and Tax Transformation initiatives into client service models and team practices Qualifications: BS in Accounting ... growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of...client needs Provide strategic tax consulting and compliance services with a focus on identifying tax efficiencies and… more
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