- Robert Half Finance & Accounting (San Jose, CA)
- …growth opportunities and supports professional development. Responsibilities: + Providing excellent service to clients. + Handling client paperworks. + Helping ... San Jose. They're known for their amazing growth, first-class service , and innovative use of technology. This firm offers...in client meetings. + Keeping up-to-date with client documentation. + Adhering to regulatory rules. + Updating… more
- Bank of America (San Jose, CA)
- …relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with ... + Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team… more
- Bank of America (San Jose, CA)
- …Coordinates team assignments, projects and key initiatives, and ensures execution of teams client service strategy. Requires a thorough knowledge of the Merrill ... Business Manager San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth m anagement and investment… more
- BMO Financial Group (San Jose, CA)
- …BMO One Client focus across all lines of business including Wealth , Retail, Small Business, and Capital Markets. Facilitates growth initiatives for the Bank ... the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and… more
- KPMG (San Jose, CA)
- …Solutions for our Consulting (https://advisory.kpmg.us/) practice. Responsibilities: + Lead multiple client service delivery teams in the active execution of ... **Business Title:** Manager , Oracle FCCS **Requisition Number:** 110003 - 12...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that… more
- KPMG (San Jose, CA)
- **Business Title:** Manager , Commercial Credit Risk **Requisition Number:** 115189 - 12 **Function:** Advisory **Area of Interest:** **State:** CA **City:** San Jose ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Deloitte (San Jose, CA)
- …advisory services, with clients in over 20 industries, is seeking an exceptional Advisory Manager with a focus on SAP Treasury. With a robust portfolio of well-known ... Treasury: We are in search of an experienced Advisory Manager who is passionate about SAP Treasury transformation and...shape the landscape of our clients' financial success. + Client Engagement: Play a central role in client… more
- KPMG (San Jose, CA)
- **Business Title:** Manager , Internal Audit **Requisition Number:** 119118 - 12 **Function:** Advisory **Area of Interest:** **State:** CA **City:** San Jose ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (San Jose, CA)
- **Business Title:** Manager , Workday Adaptive Planning Lead **Requisition Number:** 116905 - 12 **Function:** Advisory **Area of Interest:** **State:** CA **City:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (San Jose, CA)
- **Business Title:** Manager , Oracle Cloud Financials - Record to Report **Requisition Number:** 115132 - 12 **Function:** Advisory **Area of Interest:** **State:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (San Jose, CA)
- **Business Title:** Manager , Workday Grants **Requisition Number:** 112677 - 12 **Function:** Advisory **Area of Interest:** **State:** CA **City:** San Jose ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Deloitte (San Jose, CA)
- …management, wealth management, trust company, insurance provider, or related service provider + Hands-on technical experience leading teams to mine and analyze ... Manager - Payments Fraud Analytics and Data Science...financial institutions, financial technology ("fintech") organizations, and other money service businesses. Recruiting for this role ends 12/31/24. As… more
- Deloitte (San Jose, CA)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team ... energy landscape. Building on more than 175 years of service , our US Power, Utilities & Renewables practice helps...solutions for energy generation. Work You'll Do As a Manager , you will lead and deliver small engagements, or… more
- Deloitte (San Jose, CA)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team ... real estate companies. Work you'll do As an OTT Insurance Transformation Manager , you will bring considerable industry and technical expertise to deliver effective… more
- Atria Wealth Solutions (San Jose, CA)
- …representatives in assigning the servicing and transitioning of "B" and "C" client base, conducting regularly scheduled reviews with assigned clients to monitor ... client progress toward client 's goals, and serving...goals. + Partner closely with the credit union branch manager to create a plan to educate members and… more