with customers and the ability to understand client business issues and needs. Track record of meeting and exceeding sales quotas.... Experience and track record of closing deals that drive significant value to both the individual and company. Proven track...
of Senior Vice President, Fund/Client Accounting Manager to join our Fund Accounting team, based in Boston MA In this role.... Manage multiple Fund/Client Accounting teams primarily through subordinate managers, contributing to the achievement...
Audit Manager - Financial Services Clients - Boston MA. Our client is a well know National CPA firm with offices... understanding of the client’s business, contributing to the analysis and planning of client engagements Adhere to engagement budget...
our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens... Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals...
experience Minimum 7 years of experience working in a Client Service role in the brokerage, investment advisory or financial...Overview: WHO are we looking for? CAPTRUST is seeking a full-time Senior Wealth Client Management Consultant...
. This individual prioritizes the client and member experience while developing and executing revenue growth plans through engagement... of client success, marketing and member experience Bachelor’s degree in a relevant discipline Preferred Qualifications...
university or equivalent work experience Minimum 7 years of experience working in a Client Service role in the brokerage... by delivering exceptional proactive service Services existing client relationships (including calling, meeting, corresponding...
Seeking an experienced Client Operations | New Accounts | Transitions Analyst to be responsible for supporting the... operational aspects of client and fund transitions, including new mandate fundings, account openings, terminations, asset-in-kind...
customers and developing their Brand loyalty, providing a unique experience in our store and guiding the client into our world.... RESPONSIBILITIES Welcome and serve the customer providing an excellent in-store experience at all times. Maintain and develop...
and investment experience Deep understanding of complex investment issues, processes and vehicles and how these relate to client...As the Client Implementation Associate, you will: Lead the planning, coordination and execution of client and product...
The Best Teams are Created and Maintained Here. Job Summary The Sales/Client Representative assists in developing... segments. The Sales/Client Representative works in a fast-paced environment, closing deals with resilience and persistence...
Additional duties as assigned Qualifications: 1-3 years prior client service experience within financial industry... markets throughout the United States, as well as an office in London. The Firm oversees $151 billion in client assets...
preferred, but not required Proven client relationship and service experience focused on business growth Skilled at working...Overview: Orrick currently has an excellent opportunity for a Client Development Manager. This US-based position can...
. Role Description This is a full-time remote role for a Client Services Associate. The Client Services Associate... to emails and phone calls, resolving client issues, assisting with travel bookings and reservations, and ensuring overall...
experiences. Experience in client-facing roles working across multiple business areas and/or functions to deliver results...Job Category: Client Service Delivery Job Description: Join our dynamic team as a Client Service Delivery Associate...
Company Description Nexthink is the leader in digital employee experience management software. The company provides... worldwide. #LI-Remote Job Description We are seeking a motivated and dynamic Client Specialist to support and grow new...
. What we are looking for from you- 5-8 years of “sales related” experience. Experience with client-facing and in-person sales. Someone who enjoys... & accounting field. Conduct in person client visits. Gain awareness regarding customer vision, strategy, goals, and needs...
combination of education and experience is required. Financial Services experience with a particular client type or product (Hedge... best meet client needs with a solutions orientation. Evaluate and structure deal (pricing, contract terms, etc.) to determine...
and messaging. Experience: 7–10+ years of experience in financial services, preferably in a client-facing sales or relationship... about delivering value to clients across the financial ecosystem. You will work closely with senior account managers and the client...
Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating...Job Category: Private Client Bankers Job Description: You have a passion for taking care of our customers...