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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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Acts as a project manager on client integrations and new hedge fund launches, and reviews initial set-up of funds on all accounting and client management systems such as Advent Geneva.
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The GFC Investigations Manager oversees investigative efforts, reviewing and approving financial crimes cases, in addition to ensuring the delivery of timely and accurate regulatory reporting.
$115,000 - $156,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The GFC Investigations Manager ensures significant issues and financial crimes trends are effectively communicated and acted upon. The Global Financial Crimes (GFC) Investigations Manager provides broad oversight of a team of investigators performing end-to-end investigations of financial crimes activities across one or more lines of business.
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The Private Client Senior Wealth Advisor has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services to clients.
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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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Performance Monitoring: Track and report on client success metrics, providing feedback to clients and internal teams to continuously improve our services. Team Collaboration: Ability to work collaboratively with internal teams to ensure client success and satisfaction.
$74,000 - $94,500 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Global Financial Crimes Investigations Manager. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. Working knowledge of complex financial investigations, sanction concerns and evasion, terror financing, and AML regulations.
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Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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SOC Reporting Manager - Financial Services page is loaded. Professional certifications including Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), Certified Information Systems Security Professionals (CISSP); Certified Information Security Manager (CISM) and/or Certified Information Privacy Professional (CIPP.
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As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening and retaining affluent and high-net-worth relationships. As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing and collaborating with other colleagues.
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Conduct thorough discovery to understand family dynamics, goals and objectives and current financial situation, becoming the clients trusted relationship manager. Provide regular, value-added engagement with clients of the Private Client Group: high-touch, face-to-face or virtual meetings, consistent communication, access to financial education materials, etc.
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Patelco Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment services to its member base in San Jose CA and the surrounding areas.
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Our client, is an American multinational investment bank and financial services holding company, is seeking a Project Engineer. Provide local software and hardware support requiring complex integrated configurations in the areas of; Avaya Communications Manager and Avaya PBX (call routing, Cisco Unity Connection integration, AES, CMS, one-X), Sonus/Ribbon, LAN/WAN, VoIP, SIP.
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financial manager client jobs Title: tax manager Company: The Agency Recruiting
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