- Citizens (Ludlow, MA)
- …continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you ... a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and… more
- Bank of America (Hartford, CT)
- Private Client Manager II...relationships + Acts as Chief Operating Officer for the client team, coordinating relationship management activities and ... Year over Year revenue + Partners with and mentors Private Client Managers on more complex products...Skills Used in this Role:** + Customer focus + Relationship Building + Building Rapport + Credit Analysis +… more
- Deloitte (Hartford, CT)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client ... have an exciting opportunity for you as a Tax Manager on our growing team! What you'll do As...papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to… more
- FranklinCovey (Hartford, CT)
- …track record of managing complex accounts. **Essential Job Functions** + ** Client Relationship Management:** Build and maintain strong, long-lasting ... and institutions. To learn more, visit franklincovey.com . **Title:** Mid-Market Account Manager **Payroll Title:** Client Partner - Major Market **Division &… more
- Owens Realty Services (Hartford, CT)
- …within corporate; including Human Resources, Accounting, and Payroll. * Maintains professional relationship with all client contacts to ensure good communication ... Assistant Facility Manager Hartford, CT, United States of America $0.00...and family entertainment parks in both the public and private sector. Owens Realty Services affiliates with significant industry… more
- CDM Smith (Springfield, MA)
- …spec preparation. - Preparing processes for proposal budgets and scopes. - Maintaining relationship with OGC on the legal aspects of specs including various contract ... professions, using multiple specification platforms: MasterSpec, SpecsIntact, SpecPoint or client based content. - Coordinates review of Division 00/01 with… more
- Cardinal Health (Hartford, CT)
- …as well as providing updates to program and team leadership. + Partner with client relationship team to support management of all program services, projects, and ... + Analyze program processes and provide recommendations for improving efficiency; reduce client expenses when possible while never sacrificing quality of care. +… more
- Grant Thornton (Hartford, CT)
- …application of AICPA independence standards relating to nonaudit services or business relationship for existing and prospective private audit clients to assist ... independence standard (eg, AICPA, SEC). + Advise teams with Relationship Checking activities (eg, guidance or processing assisting on...engagement teams in clearing private audit client checks, including monitoring and… more
- Bank of America (Hartford, CT)
- …money movement, and account maintenance + Ensures all fiduciary standards and Private Bank/regulatory compliance and risk policies are understood, align with our ... reviews, control partner requests, and data remediation + Executes against Private Bank strategy, key national fiduciary initiatives, and priorities tailored to… more
- Cardinal Health (Hartford, CT)
- …instructions specific to quality. + Report system issues that can impact our client relationship management system (CRM) and/or productivity in a timely manner. ... and independently prioritizes work responsibilities to meet key deadlines as assigned by manager . + Maintains regular contact with client /3rd party partners by… more