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Tactical support to the Investment Services data and reporting function:Maintain primary responsibility for downloading, naming and filing of all private fund information from manager portals for client and proprietary accounts.
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Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) The ideal candidate will monitor current and proposed tax legislation and regulations related to renewable energy and sustainability, as well as implement client outreach strategies.
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Introduces new students to members of the faculty including the Campus Director, Career Services Director, Financial Aid Director, and Instructors. Service projects (Military makeover, companywide serve day, etc.
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Free counseling services and resources for emotional, physical and financial wellbeing. This position manages the Financial Accounting and Reporting Department to ensure that it is providing effective and efficient service.
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We love candidates who have a passion for making a global difference in financial services and technology, by impacting local communities and becoming a part of our hyper-growth company.
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As a Financial Crime Compliance (FCC) Manager, you will lead a team working with Capgemini’s Financial Services and / or clients, focusing on AML investigations, KYC, fraud detection, and sanctions screenings.
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Piper Companies is seeking a Director, Architecture Enterprise Cybersecurity to join a Financial Services company located in Dallas, TX. The Director, Architecture Enterprise Cybersecurity will be responsible for playing a pivotal role in designing, implementing, and managing the DevSecOps practices for the entire organization.
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Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. Associates are primarily responsible for the creation and oversight of financial models, marketing collateral, and client presentations, in addition to performing research and various analyses in support of new business generation and the execution of M&A transactions.
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Customer Service #Collector, #Collections, #Call Center, #Auto, #Loan, #Credit, #Inbound, #Representative, #Financial, #Account Management, #Negotiation, #Team, #Leadership, #Operations, #Management, #Financial, #Collector, #collections, #Callcenter, #auto, #credit, #representative, #Customer, #Billing, #DebtCollection #fastpaced.
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Experience in the financial services industry, either working for an investment manager, broker dealer, law firm, accounting firm, or regulator. Financial instruments product knowledge, accounting experience or Consumer Compliance experience (a Financial Engineering qualification, CFA, PRMIA/FRM qualifications or CPA, CRCM.
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A Transaction Advisory Services Senior Manager/Director at Weaver assists in the strategic development and execution of an appropriate transaction structure, including the execution of financial due diligence.
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HEI also provides pet insurance through the ASPCA. For your financial wellness, HEI provides a wide array of coverage, including Supplemental, Spousal and Child Life insurance as well as Short and Long-Term Disability plans.
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Cash Manager - Legence Dallas, TX, USA ● Houston, TX, USA Req #1559 Friday, June 21, 2024 , a Blackstone portfolio company, is an Energy Transition Accelerator that provides advisory services and implementation focused on financing, designing, building, and servicing complex systems in mission-critical and high performance facilities.
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Maintain a strong client focus, treasury industry expertise, understanding of the evolving tech, innovation, Energy Transition, and ESG landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
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Our International Tax Services Generalist - Practice Support team advises PwC Client Services team advises clients on tax laws and reporting, legislation and planning strategies based on the geography and jurisdiction.
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financial services client jobs Title: customer service in Dallas, CA, Arizona
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