- Locations: California, New York, Texas, Pennsylvania, Illinois
- Related Keywords: Client, Client Service, Financial, Financial Client Service, Financial Service, Financial Services, Service, Services
- Semi-Senior Auditors
- Execu-Search (New York, NY)
- ...and reviews of diverse clients including Real Estate, Franchising, Financial Services , Staffing and Personnel, Service ...in public accounting Solid leadership abilities Excellent communication and client -relation skills Experience in various industries Tax preparation skills *
- Manager- Private Equity
- Execu-Search (New York, NY)
- Responsibilities of the Private Equity Manager include:Coordinating with key client contacts Preparing client service plans including... financial statements, partner capital statements and other required financial reporting An investment services company is seeking...
- Client Service Specialist
- Leading Quantitative Money Management Firm (Stamford, CT)
- ...a family of mutual funds through the Royal Bank of Canada. JOB DESCRIPTION This is an excellent opportunity for a Client Service professional in the financial services industry. The Client Service Specialist (CSS), working with external sales, will serve as a key point...
- Customer Service Associate/Personal Banker
- Monona State Bank (Cottage Grove, WI)
- ...requires e xceptional client service skills acquired through a minimum of 1 year direct client service , preferably in the financial services industry. Monona State Bank is an Equal Opportunity Employer that offers competitive salaries and excellent benefits including a...
- Financial Services Tax Manager
- PricewaterhouseCoopers (Minneapolis, MN)
- ...will serve as engagement manager and will often be a primary point of contact with the client Line of Service Tax Industry Financial Services (FS) Office Minneapolis MN Years Experience Required 7 Education Required Undergraduate degree required. CPA license required Job...
- Wealth Mgmt Advisor - C
- Fifth Third Bank (Grand Rapids, MI)
- ...insurance licenses CFP is preferred and CFA is encouraged. Brings a minimum of 8 years of successful sales/ client service experience in financial services industry. Expands knowledge with current trends in Wealth Management and works with specialists to keep up-to-date on...
- Fixed Income Product Specialist - Portfolio Management Group
- Financial Services Company (New York, NY)
- ...investment team and their respective products Skills and Qualifications May Include: Experience in a client service /business development role within the financial services industry, both on the institutional and retail sides Product Specialist responsibilities at a competitive...
- Wealth Mgmt Advisor - C
- Fifth Third Bank (Atlanta, GA)
- ...is required. * CFP is preferred and CFA is encouraged. * Brings a minimum of 8 years of successful sales/ client service experience in financial services industry. * Expands knowledge with current trends in Wealth Management and works with specialists to keep up-to-date on...
- Wealth Mgmt Advisor - S
- Fifth Third Bank (Grand Rapids, MI)
- ...months is required. CFP is preferred and CFA is encouraged. Brings a minimum of 8 years of successful sales/ client service experience in financial services industry. Expands knowledge with current trends in Wealth Management and works with specialists to keep up-to-date on...
- Wealth Mgmt Advisor - C
- Fifth Third Bank (Grand Rapids, MI)
- ...months is required.* CFP is preferred and CFA is encouraged.* Brings a minimum of 8 years of successful sales/ client service experience in financial services industry.* Expands knowledge with current trends in Wealth Management and works with specialists to keep up-to-date on...
- Wealth Mgmt Advisor - C
- Fifth Third Bank (Fort Wayne, IN)
- ...months is required. CFP is preferred and CFA is encouraged. Brings a minimum of 8 years of successful sales/ client service experience in financial services industry. Expands knowledge with current trends in Wealth Management and works with specialists to keep up-to-date on...
- Wealth Mgmt Advisor C
- Fifth Third Bank (Charlotte, NC)
- ...months is required. CFP is preferred and CFA is encouraged. Brings a minimum of 8 years of successful sales/ client service experience in financial services industry. Expands knowledge with current trends in Wealth Management and works with specialists to keep uptodate on...
- Senior Fund Accountant
- Execu-Search (New York, NY)
- ...to underlying records Prepare and maintain standard operating procedures Establish client relationships and provide high quality service and productivity...for a flexible and outgoing Accountant to join a premier financial services provider! As the Senior Fund Accountant, you...
- SVP/Director of Private Equity
- Execu-Search (New York, NY)
- ...Providing technical accounting or industry knowledge to our clients Preparing client service plans including annual budget Coordinating, managing... financial statements, partner capital statements and other required financial reporting A leading financial services ...