Preparation and review of financial schedules and presentations for meetings with client base, including Statement of Net Worth, Investment Asset Allocation, Stock Award, and other performance related schedules. Involvement in quarterly income tax projection work, annual tax return review and liaison with clients' tax preparers. Ownership and responsibility for client com

Own is the leading data platform trusted by thousands of organizations to protect and activate SaaS data to transform their businesses. Own empowers customers to ensure the availability, security and compliance of mission critical data, while unlocking new ways to gain deeper insights faster. By partnering with some of the world's largest SaaS ecosystems such as Salesforc

Deliver stellar member service levels to all current and prospective members Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SCU membership, while identifying and seizing acquisition, retention and cross sell opportunities Ensure requests, complaints, and/or issues are researched and resol

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application! What You Can Expect At BBH If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direc

Be unstoppable with us! T Mobile is synonymous with innovation and you could be part of the team that disrupted an entire industry! We reinvented customer service, brought real 5G to the nation, and now we're shaping the future of technology in wireless and beyond. Our work is as exciting as it is rewarding, so consider the career opportunity below as your invitation to g

As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within various branches on a rotating basis, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and sell

As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products

Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently by identifying cross sell opportunities, making referrals to partnering business lines, executing service requests and transactions. Assume management responsibilities within approved limits in the absence of the Retail Private Banker and

Engage directly with the risk taking businesses to understand strategy, assess new activities, enforce limits, comply with regulatory requirements, and challenge desk proposals Direct engagement with the Chief Risk Officer, Risk leadership, and global regulators regarding material risks, current risk exposures, and limits governance Monitor risk taking and limit utilizati

Job Description What is the Opportunity? Provide exceptional trade support coverage for Quantitative Strategies Group trading desks Primary focus of role is on day to day deliverables, developing solutions based upon subject expertise, and occasionally representing the department or function at a broader level. This person is able to document procedures and process flows

At AlixPartners, we solve the most complex and critical challenges by moving quickly from analysis to action when it really matters; creating value that has a lasting impact on companies, their people, and the communities they serve. By understanding, respecting, and honoring the needs of our employees, clients, and communities, AlixPartners actively promotes an inclusive

Universal Banker I PART TIME Job Locations US NJ Neptune City Job ID 2024 2532 # of Openings 1 Type Part Time Category Retail Banking Overview Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently, identifying sales opportunities, making referrals and handling service transactions. Responsib

LG's Mission is to be #1 by creating a better life for our customers. At LG we make products and services that make lives better, easier and happier through increased functionality and fun. Put simply, we offer the latest innovations to make "Life Good"! As a global leader, we strive for greatness not only in the products we make but in our people. That is why we are curr

Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently by identifying cross sell opportunities, making referrals to partnering business lines, executing service requests and transactions. Assume management responsibilities within approved limits in the absence of the Retail Private Banker and

The Senior Analyst of FP&A will provide support and lead work streams in the Bank's FP&A Department. The role will be responsible for running the day to day elements of the annual budget, monthly budget vs actual process, periodic re forecasting processes, establishing a repeatable profitability measurement and reporting process. ESSENTIAL DUTIES AND RESPONSIBILITIES Budg