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EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
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Proficient in various financial management software, such as FactSet, Morningstar Direct, Bloomberg Terminal, and BlackRock Aladdin. Professional certification such as a Chartered Financial Analyst (CFA), or similar qualification.
$140,000 - $190,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The Client Success Manager (CSM) is a hybrid customer service - sales role, responsible for supporting inbound requests within an installed base of customers. If you are a Client Success Manager with experience in account management, farming existing customer base, don't hesitate to get in touch with us today.
$50,000 - $70,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Skills: Dealership finance manager, automotive finance manager, car dealer finance manager, auto dealer finance manager, Dealer Finance Manager, CDK, Route ONE, F & I, E-Lead, Auto Finance and Insurance Manager, Auto Financial and Insurance Manager, Automotive Financial and insurance manager, Dealership Finance and Insurance manager, F & I Manager, Auto F & I Manager, Automotive F & I Manager, Dealership F & I Manager, Dealer F & I Manager, Car dealership F & I manager, car Lot F & I manager.
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Banking experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) OR, 3 years’ experience in a financial client relationship manager role. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis.
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Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification. Work closely with management to ensure Client Service and Wealth Advisor staff have an effective client service and sales enablement partnership and deliver an excellent client experience.
$150Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Financial Risk Manager (FRM)/Certified Financial Analyst (CFA) or equivalent advanced risk certification. Serve as the liaison between associated model owners, other model area owners, key [Consumer and Small Business Banking, Enterprise Operational Services, Enterprise Technology, Finance, Government Affairs and Legal Team, Human Resources, Risk Management Organization, Wholesale] representatives, and the second line model risk program.
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As an Area Field Manager, you will be responsible for actively promoting the U-Haul brand and educating our independent business partners and leaders on the benefits and advantages of becoming a U-Haul dealer.
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Work with support staff to ensure the success of U-Haul dealerships within your route with efficiency. U-Haul Holding Company, and its family of companies including U-Haul International, Inc. (“U-Haul”), continually strives to create a culture of health and wellness.
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Service and maintain current U-Haul equipment and displays to ensure operational excellence and marketability. Develop and manage business relationships with small business owners and U-Haul dealerships to provide professional insight into local markets and the ability to train and educate dealers on areas for potential growth.
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Follow this link to view a recent article published in Due Online about the story behind ProducifyX: Role of Client Success Manager:As a Client Success Manager at ProducifyX, you will play a crucial role in ensuring our clients achieve their goals and receive exceptional value from our services.
$74,000 - $94,500 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Disperse reports to IPA Client and MSO Financial Manager. · Prepare ad-hoc financial analysis as requested by the Controller, CFO and/or the client. Other key responsibilities include creating pro formas, forecasting for Health Plan/Line of Business analysis for management decisions, providing independent analysis to departmental Manager regarding financial results, and identifying potential improvements.
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Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a Regional Vice President of Sales.
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The Client Success Manager (CSM) will be responsible for proactively engaging clients and serve as a trusted advisor to our clients, leading to retention and strong adoption of our products allowing Aspire to support clients in attaining their own objectives using our solutions while driving revenue growth.
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This position directly reports to the Chief Financial Officer (CFO), contributing to strategic financial planning and decision-making at the executive level. The ideal candidate will bring a wealth of knowledge in homeowner association management, fund accounting, and a robust understanding of GAAP financial reporting standards.
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financial manager client area jobs Company: Jpmorgan Chase Co
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