Within the CAO Division of DWS, the Client and Investment Monitoring department support KYC and Due Diligence (Client, Transactional and Service Provider) related to Anti-Money Laundering (AML), Counter Terrorism Finance and Sanctions and Embargoes and have a direct impact on the firm's ability to detect and avoid unnecessary financial crime risk.

Our wide-ranging capabilities include clinical and medical outsourced teams; clinical and medical capability development; companion diagnostic and precision medicine solutions; medical communications; expert engagement; remote and field solutions for patients, payers, and physicians; and strategic and access consulting.

As a Client Service Manager, ensuring the financial performance of our service agreements and customer satisfaction are critical to our success. Our Client Service Managers manage a portfolio of service agreements (through delivery) and are responsible for profit and loss of these agreements.

Experience in client onboarding and KYC/AML environments with a strong knowledge of structures and documentation for various legal entities, including Trusts, LLCs, Partnerships, Corporations, etc.

The Client Success Manager Responsible for building trusted and strong relationships with the designated client accounts by managing the ongoing client contractual relationships, operational delivery of services, identifying value added solutions to generate growth and revenue while retaining and satisfying the client, and overall portfolio management for the respective line of business.

Must haves Azure experience, preferably certified (5+ years of experience); Experience with infrastructure as code tools (e.g., Terraform, CloudFormation); Experience with container orchestration, preferably Kubernetes; Client-facing experience in deployments/ installations; Excellent English and communication skills; The candidate must travel for a device pickup and occasionally travel to one of TeamViewer’s offices.

A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.

SS&C Advent, a leading provider of innovative software and services for the global investment management industry, is seeking a Client Advocate to join our industry leading Black Diamond Service Team. In this role, you will join a dynamic team as an integral part of the day-to-day process of supporting our clients using our Black Diamond Wealth Platform™ solution.

Primary functions are also to include outreach, client eligibility/assessments, client education regarding funding, file maintenance, client counseling, nutrition education, and any other duties needed to support the daily operations of the Meals on Wheels Program.

Implement, document and report on the recruitment, selection and enrollment of potentially eligible children birth through age 5, pregnant women and their families in collaboration with Health and Family Community Engagement Manager.

Firm Type: Law Firm, Experience: 5 Years, Job Overview: A law firm in Jacksonville, FL, seeks a Senior Private Client Services Associate Attorney focusing on estate planning, taxation, and trust administration.

Support Private Client Investment Associate performance and development through onboarding and training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise.

This position will be based at the client site in Jacksonville, FL with travel to addtional sites. Knowledge of wiring color code and fabrication of data cabling. Under the direction of the Field Service Manager, but working largely independently without and/or limited direct supervision, provide remedial repair, preventive maintenance, and system reliability services.

Strong communications skills, great grammar, and the ability to communicate with management, peers, and client. FINRA series 7, 66, 9/10/24, Insurance License, JD or equivalents a plus. The Business Oversight Specialist role is part of the Merrill Lynch Wealth Management team and will focus on assisting in the resolution of Merrill broker-dealer customer-related inquires and complaints.

Ability to understand and convey client business requirements to senior level resources for escalation. At SS&C Advent Client Support, we help make our clients successful by solving their technical challenges and by providing guidance on the use of our various software and services offerings.