- Principal Financial Group (Charlotte, NC)
- **What You'll Do** We're looking for a Senior Associate to join our Fund Administration, Tax & Oversight team. In this role, you'll be responsible for ... oversight/preparation financial reporting activities prepared by third-party service provider including semi-annual/annual...Bloomberg) + Success in this position requires a strong client service orientation, the ability to work under pressure… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... prospecting for new clients. * Prepares various business summary reports and client -specific reporting as needed for review by the financial advisor. * Creates… more
- Bank of America (Charlotte, NC)
- Client Service Associate Charlotte, North Carolina **Job...will be one lead with 3 teams of CSAs reporting in. * The Client Service Associates role ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- JPMorgan Chase (Charlotte, NC)
- …of our complex treasury and cash management products and services. As a Client Service Sr. Associate within the Commercial Bank International Service ... Organization (CBISO), you will resolve client requests while working in partnership with Service Operations,...without direct supervision + Ability to provide quantifiable management reporting & present findings + Project Management & Execution… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... software. * Excel, including developing spreadsheets as needed and for ongoing reporting . * Effective communication across multiple client interactive platforms… more
- JPMorgan Chase (Charlotte, NC)
- …product implementations for JP Morgan Chase Clients from around the world. As a Client Onboarding Associate within the Commercial Bank, you will lead a project ... Own our Client 's Onboarding experience end to end! Use your...Project management Certifications + Ability to provide quantifiable management reporting + Passion for learning new operating models, technologies,… more
- Truist (Charlotte, NC)
- …or market positioning projects 2. Independently design or complete client -based, product-based and other analysis including profitability, billing and other ... proactively work to resolve them 5. Design and/or prepare monthly and other reporting to provide insight into product usage, profitability and deal outcomes. Capable… more
- Truist (Gastonia, NC)
- …maintenance, etc. 6. Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate ... Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments,… more
- Truist (Charlotte, NC)
- …general maintenance, etc. 6. Assist RMs with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as ... Estate (CRE) Relationship Managers (RM) and Analyst's managing and supporting client portfolios. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of… more
- Regions Bank (Charlotte, NC)
- …careers section of the system. **Job Description:** At Regions, the Solar Finance Associate works as part of the Equipment Finance Solar Tax Equity origination team. ... The Associate serves as the primary analytical and execution support...parameters of a transaction + Ensures high quality of client deliverables by having strong written communication skills and… more
- KPMG (Charlotte, NC)
- **Business Title:** Senior Associate , Advisory Resource Management **Requisition Number:** 119124 - 51 **Function:** Advisory **Area of Interest:** **State:** NC ... join our team. KPMG is currently seeking a Senior Associate , Advisory Resource Management to join our Resource Management...function and collaborate with the offshore team on various reporting needs + Analyze and evaluate reports on utilization… more
- KPMG (Charlotte, NC)
- **Business Title:** Senior Associate - GSA Contracts Management **Requisition Number:** 116978 - 51 **Function:** Business Support Services **Area of Interest:** ... as we are, join our team. KPMG is currently seeking a Senior Associate - GSA Contracts Management to join our Enterprise Contracting Center team. Responsibilities:… more
- KPMG (Charlotte, NC)
- **Business Title:** Senior Associate , International Tax **Requisition Number:** 114509 - 51 **Function:** Tax Services **Area of Interest:** **State:** NC **City:** ... as a firm KPMG is currently seeking a Senior Associate to join our International Tax (https://tax.kpmg.us/services/international-tax.html) practice. Responsibilities:… more
- Fifth Third Bank, NA (Charlotte, NC)
- …next step? Discover a career in banking at Fifth Third Bank. The Associate Relationship Manager I (ARM) is primarily responsible for partnering with Relationship ... ARM will work with Relationship Managers to identify and assist in developing client solutions. The ARM is knowledgeable on financial and risk analysis as well… more
- KPMG (Charlotte, NC)
- **Business Title:** Associate Director, .NET Development **Requisition Number:** 119048 - 51 **Function:** Business Support Services **Area of Interest:** **State:** ... your future as we are, join our team. KPMG is currently seeking an Associate Director, Development to join our Digital Nexus technology organization. This is a… more
- KPMG (Charlotte, NC)
- **Business Title:** Senior Associate , Contracts (Federal Government) **Requisition Number:** 119394 - 51 **Function:** Business Support Services **Area of ... as we are, join our team. KPMG is currently seeking a Senior Associate , Contracts (Federal Government) to join our Enterprise Federal Government Contracting Office.… more
- KPMG (Charlotte, NC)
- **Business Title:** Senior Associate , Financial Crimes Analytics **Requisition Number:** 119351 - 51 **Function:** Advisory **Area of Interest:** **State:** NC ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...career in Advisory. KPMG is currently seeking a Senior Associate , Financial Crimes Analytics to join our Advisory Services… more
- KPMG (Charlotte, NC)
- **Business Title:** Senior Associate , Federal Contracts **Requisition Number:** 118488 - 51 **Function:** Business Support Services **Area of Interest:** **State:** ... as we are, join our team. KPMG is currently seeking a Senior Associate , Contracts (Federal) to join our Enterprise Commercial Contracting team. Responsibilities: *… more
- KPMG (Charlotte, NC)
- **Business Title:** Senior Associate , Fixed Assets / Cost Segregation Engineer (AMCS) **Requisition Number:** 112762 - 51 **Function:** Tax Services **Area of ... as a firm KPMG is currently seeking a Senior Associate to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice. Responsibilities:… more
- Grant Thornton (Charlotte, NC)
- As a Cyber Strategy & Management Experienced Associate , you will get the opportunity to grow and contribute to our clients' business needs by applying a collection ... help you achieve more, confidently. Your day-to-day may include: + Support external client engagements from start to finish, which includes planning, fieldwork, and … more