- RSM US LLP (Houston, TX)
- …(Technical & Quality Expertise, People & Talent Management, and Client Service /Business DevelopmentDuties and Responsibilities:Provide excellent sales and ... We are the leading provider of professional services to the middle market globally, our purpose...audits and other sales tax refunds, ASC 450 reviews, due diligence , and other state tax consulting… more
- RSM US LLP (Boston, MA)
- …audit defense and appeals, reverse sales tax audits and other sales tax refunds, due diligence , and other state tax consulting projects Lead and manage the ... client sales and use tax advisory and planning services to multi-state companies - approximately 60% of your...policies and procedures, as well as tax planning, restructuring, due diligence , audit defense, reverse audits, and… more
- Compass Health Network (Jefferson City, MO)
- …to ensure the provision of holistic services for assigned clients* Travel to client 's place of residence as needed* Meet service provision expectations per ... Due to critical service need of...need you to make this happen! The Nurse Care Manager in DD Healthcare Home is part... needs and company guidelines* Will seek culturally competent services and service providers to meet the… more
- Compass Health Network (Columbia, MO)
- …to ensure the provision of holistic services for assigned clientsTravel to client 's place of residence as neededMeet service provision expectations per ... Due to critical service need of...need you to make this happen! The Nurse Care Manager in DD Healthcare Home is part...client needs and company guidelinesWill seek culturally competent services and service providers to meet the… more
- Fidelity TalentSource LLC (Boston, MA)
- …across Product Development, Marketing, Sales, Consultant Relations, Asset Management, and Client Service functions. The Expertise and Skills You BringBachelor ... audiences.\u00A0Collaborate with pertinent internal teams to enhance institutional reporting and due diligence requirements How We Support YouProvide competitive… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …custodian banks to navigate know your customer (KYC) and anti-money laundering (AML) due diligence carried out. The team further coordinates ready to trade/ready ... relationships, especially with legal, operations, and investment teams.An experienced people manager .Ability to manage and prioritize based on volume and complexity… more
- Creative Financial Staffing (Houston, TX)
- …structure). Perform ad-hoc analysis and projects upon request from VP Finance including due diligence and business planning for future acquisitions, set-up of ... financial integration of new territories. About the Organization: Our client has been in business for over 25 years...and be the point of contact with the Medical Services finance team on any accounting matters. Active coaching… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …Manager as needed.Work closely with the Loan Documentation team to ensure all due diligence is acceptable prior to loan closings.Assist with teaching newer ... people, businesses, and Communities we serve. We Stand For Service (R) is more than part of our name, it's...underwriting and analysis, including the review and interpretation of client financial statements and tax returns, review and understanding… more
- Banc of California (Boston, MA)
- …expertise in financing options and service offerings, and delivering an outstanding client experience. The VP, Client Manager takes responsibility for ... support, affordable housing, and more. **Job Summary** The VP, Client Manager is responsible for owning all...ownership of independent collateral verification and protection, and borrower due diligence , on an ongoing basis. +… more
- Huntington National Bank (Denver, CO)
- …in office once there is space in the downtown office. SummaryThe Business Banking Client Manager is responsible for the onboarding of new business banking ... reviews portfolio to undercover other business opportunities. Responsible for client service and client management...to $50 million in annual sales + Coordinate the due diligence and document-gathering necessary to get… more
- Huntington National Bank (Raleigh, NC)
- Description SummaryThe Regional Banking Client Manager is responsible for the onboarding of new business banking customers and managing the on-going ... reviews portfolio to undercover other business opportunities. Responsible for client service and client management...to $20 million in annual sales + Coordinate the due diligence and document-gathering necessary to get… more
- BAYADA Home Health Care (Hickory, NC)
- BAYADA Home Health Care has an immediate opening for a ** Client Services Manager (Qualified Professional required)** in our **Hickory, NC Habilitation** ... an exciting career opportunity in a growing industry, a ** Client Services Manager ** could be...visits with clients and guardian + Provide superior customer service and quality home care + Focus on managing… more
- Bank of America (Milwaukee, WI)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partner closely with advisor teams to deliver a branded client service model focusing on digital solutions...Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review +… more
- Bank of America (New York, NY)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... Client Support Enhancer, SQA+, ClientRetention/Acquisition. **Responsibilities include:** + Ensuring client service expectations are met and exceeded while… more
- Bank of America (Florham Park, NJ)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partner closely with advisor teams to deliver a branded client service model focusing on digital solutions...Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review +… more
- TD Bank (White Plains, NY)
- …lending. The job partners with Investment Advisors and Trust Advisors to provide proactive client service to achieve greater share of wallet. The job will also ... II is at the center of the Private Client Services model supporting an integrated Wealth...verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due … more
- TD Bank (New York, NY)
- … client 's dedicated team of portfolio managers, client portfolio managers, client service manager , and when appropriate consultant developers in the ... the firm's reputation for excellence in investment management and client service . This role advocates the ...alignment with enterprise and/or regulatory requirements + Ensures necessary due diligence to support the accuracy of… more
- Jacobs (San Francisco, CA)
- …and facilitating our delivery of key projects and programs (site selection/ due diligence , engineering/design, construction, operations). As a senior sales ... leader, the Client Account Manager (CAM) role requires the...to key pursuits. * Collaborate with other Jacobs adjacency markets/ service offerings (Water/Waste Water, Energy & Power, Sustainability, etc… more
- North Carolina Agriculture & Technical State Unive (Greensboro, NC)
- …workers and works hands-on as well. The Manager reports to the Director of Client Technology Services ( CTS ) and is an important member of the Information ... Description: The Client Support Manager ( Manager )...Technology Services ( ITS ) technical support team. This is...the duties of the position. + Experience operating a service unit and managing a team in a complex… more
- Bank of America (New York, NY)
- Client Outreach Director Manager New York,...Bank's global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation ... exceptions are resolved within required timeframes + Master customer due diligence (CDD) requirements and guide clients...equivalent work experience + 10+ years experience in a client facing role within the financial services … more
