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Prime Brokerage Client Services Specialist with a specialization in Foreign Exchange (FX) and Interest Rates products. 3+ years of experience in prime brokerage, client services, or related roles within the financial services industry, with a focus on FX and Rates products.
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Provide information, feedback and suggestions to the Client Services Manager to enhance client experience. Maintain data entry, and keep client files and client follow-ups up to date.
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The Account Manager, Client Services (B2B) works with heads of HR to consult towards client needs, identify, and elaborate on potential user growth opportunities, and expand on new business relationship opportunities from existing clients.
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Brand Manager’s will be reporting to the VP, Strategy & Client Services and collaborating with leadership teams to drive results and success for all brand partners. Work closely with the VP, Strategy & Client Services and the ABM to develop business objectives and marketing plans for assigned partners/categories, reflecting overall on how marketplaces impact our partners entire business, and execute on plans to deliver against our partners goals and objectives.
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With support from Senior Sales leadership, serve as Executive sponsor with client decision-makers from the C-Suite and executive healthcare leaders to assess their needs and provide relevant products and services to solve their issues.
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Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
ExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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Management and support from a technical perspective of the Interconnect, Hyperspace, EPS, Web BLOB, Hyperspace Web, BCA, MyChart, CarelinkHealthy Planet, Haiku, Rover, Care Everywhere, Home Health, Kuiper, and System Pulse services.
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We are currently looking for winter internship professionals for the Private Client Services (PCS) team to join us in Winter 2025. 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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Work closely with the VP, Strategy & Client Services to review all elements of your partners business(es) which include pricing strategy, active sku management, category management, merchandising strategy, advertising channels and performance trends, and ongoing innovative and strategic recommendations.
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You will be responsible for infrastructure related activities (Patch management, Anti-virus solution deployment, Backup, Restore and disaster recovery, Management of our local production Active Directory, Configuration of file and print services, Initial installation, configuration and deployment of client hardware.
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The Conference Services Manager will facilitate all aspects of the conference/event including, but not limited to, banquet functions and meeting room arrangements with the meeting planner/client.
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Specific background and expertise should consist of strong botanical, wetland, or wildlife technical expertise, familiarity and experience with regulatory permitting, and project and client management.
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The Crematory Operator/Advisor is responsible for providing cremation services and managing the overall process to ensure expectations of client families are exceeded. Provides cremated remains to the Funeral Director for interment or delivery to the client family.
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Managing court services functions, such as researching and retrieving court documents, reviewing and filing client and firm court documents in paper and electronic form, processing daily litigation mail, and coordinating process servers.
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Our client base has also expanded beyond the arts to include organizations that intersect with education, healthcare, youth development, journalism, and social services. We offer services in all areas of nonprofit fundraising, including major gift strategies, individual giving campaigns, freelance grant writing and proposal review/editing, fundraising training for organizational leadership, multi-year development plans, special fundraising initiatives, and foundational workshops in all areas of contributed revenue.
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client services jobs Title: accountant Company: Staff Financial Group
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