- Charles Schwab (Omaha, NE)
- …through exceptional service , on every interaction with our clients. In Client Reporting and Security Services (CRSS) and Alternative Investments ... solving, helping us "challenge the status quo" and transform the finance industry together._ Client Reporting and Security Service (CRSS) is art of our… more
- Charles Schwab (Phoenix, AZ)
- …financial reporting functionality. **What you have** + 3-5 years Client -facing financial services experience with 1-2 years of stock-based compensation ... corporate clients to achieve their financial goals. Stock Plan Services is seeking a Financial Reporting Analyst...it relates to accounting guidance (ASC718 and IFRS2) and client regulatory reporting requirements. . Develop understanding… more
- Randstad US (Newark, DE)
- client services specialist . +...and largest financial institutions. As a Client Service Representative within Benefit Payment Services , you ... grow, and who possess the commitment to provide excellent client service as they progress within the...issues when necessary and ensuring collaborative solutions. + Track client requests related to tax reporting , project… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Robert Half, is excited to partner with an outstanding company in search of a Client Services Specialist . This role presents an exceptional opportunity to ... make a meaningful impact while advancing your career in client services . Key Responsibilities: + Provide top-notch...implement more efficient and effective policies and procedures for client service and reporting expectations.… more
- Maxim Healthcare Services (Sacramento, CA)
- Position Description: The Client Relations Specialist completes tasks under the direction of the Account Manager for Employer of Record programs in CA. The ... Client Relations Specialist monitors each program recipient's...recipient's ability to manage their program, and provides customer service . Essential Duties and Responsibilities: + Maintains the confidentiality… more
- Breaking Ground (New York, NY)
- Housing and Reporting Specialist S2H Manhattan, 15 East 27th Street, New York, New York, United States of America Req #2766 Thursday, October 3, 2024 ABOUT US: - ... 95% of people who Breaking Ground places remain stably housed. The Housing and Reporting Specialist will help achieve program targets by expediting the housing… more
- C-4 Analytics (Wakefield, MA)
- …Onboarding team and the Client Services team with all necessary client information, including logins and reporting to ensure optimal performance. + Be a ... service . We are currently hiring for a Senior Client Onboarding Specialist as we look to...in order to complete all Phase 1 deliverables and services on time and with 100% accuracy. + Manage… more
- Vanguard (Wayne, PA)
- …Fund Reporting Specialist reviews the most complex fund financial reporting deliverables completed by third party service providers to verify accuracy ... administration of various strategic initiatives within the department. The Senior Fund Reporting Specialist : + Performs analytical review of reports for medium… more
- Xerox (Lincoln, RI)
- …Connecticut Business Systems, a Xerox Company, is seeking a full-time, dedicated, customer service -oriented Client Support Specialist to be on-site in ... Client Support Specialist **General Information** Press...Service and other internal departments as needed. Support Client End-Users with equipment related requests involving Supplies, Training,… more
- HNTB (Austin, TX)
- …and follows internal quality standards. + Administers contracts, ensuring that the client receives the specified services and/or materials in accordance with ... to join our team of employee-owners. This role provides comprehensive support for reporting on a county bond program, over the entire lifecycle from initial stages… more
- Zions Bancorporation (Denver, CO)
- …opportunity. The Treasury Management Operations team has an opportunity for a Treasury Management Client Services Specialist . This is a hybrid schedule in ... encourage you to apply for this exciting opportunity to join our team as a Treasury Client Services Specialist . Req ID: 065485 To review our Benefits Summary… more
- Banc of California (Santa Ana, CA)
- …required. College degree is preferred. + Minimum 6 months client service experience. + Prior banking or financial services industry experience preferred. ... First point of contact for branch escalation, research, and account opening questions. Client services agents may also provide communication for wires and… more
- Advantage Solutions (Dallas, TX)
- …in-depth product knowledge, and maintaining professional presentation standards. Provide exceptional client service and follow-up with all partner stakeholders ... **Summary** ** Client Sales Specialist ** At our Company,...'s products to drive and increase sales of the client 's products and services . + Use of… more
- Citigroup (New York, NY)
- The Law Firm Group Senior Client Specialist is a strategic member of Citi Private Bank Law Firm Group who closely follows the latest trends in the law firm ... + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Law Firm Advisory Services **Time… more
- KPMG (Columbus, OH)
- **Business Title:** Manager / Senior Manager, Compliance & Reporting Specialist **Requisition Number:** 113212 - 72 **Function:** Tax Services **Area of ... services + Share leading practices, market trends, and client feedback to enhance processes, technologies, and overall ...client feedback to enhance processes, technologies, and overall client service delivery with peers and broader… more
- Terracon (Portland, OR)
- …client and major project pursuits. + Oversees the process of managing and reporting client development results. This includes client and project pursuits, ... **"Explore with us" in Portland as Terracon's next Senior Client Development Specialist !** For this opportunity, our...is due to our talented employee-owners exceeding expectations in client service and growing their careers with… more
- SMBC (Jersey City, NJ)
- …**Requirements** + Work experience: 7 to 10 years of specialized experience in Financial Services and 2 + years Financial Reporting (broker dealer experience is ... a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. The Group… more
- Broadridge Financial Solutions (Trenton, NJ)
- …and reporting . + Liaise between Client , Print Operations, Sales and Client Services to ensure the timeliness and accuracy of the printed material + ... this role, you would manage the delivery of contracted services to clients to ensure that SLAs and KPIs...the account(s). Establish consistent processes for reviewing and assessing service metrics & reporting . Responsibilities: + Act… more
- SMBC (Jersey City, NJ)
- …suite is a strong plus + 2 to 5 years of specialized experience in Financial Services + 2 + years Financial Reporting (broker dealer experience is a strong plus) ... a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. The Group… more
- HUB International (Columbus, OH)
- **POSITION SUMMARY:** Overmyer Hall Associates is seeking to add a Client Specialist to their Commercial Lines team! The Client Specialist will provide ... surety and personal lines. Hub International is a leading full- service global insurance broker and financial services ...+ Perform all other duties as assigned by Commercial Client Specialist Supervisor and/or Commercial Lines Operations… more
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