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Collaborating closely with Account Management and New Business teams, you'll shape the digital strategy for our clients and work with our SVP, Program Management on project scopes and plans.
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The CSM will focus on client experience with specific attention in the areas of client onboarding, account transitions, relationship management, problem resolution, and process improvement.
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Deluxe Merchant Services+ ( is a complete payment processing solution that accepts a wide range of payment methods, simplifies PCI compliance and deposits money in your bank account while delivering a smooth checkout experience.
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The ideal candidate for this role possesses a blend of relational skills, humility, and intuition, underpinned by a solid foundation of financial knowledge, account management expertise, and impeccable business acumen.
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A successful candidate for this role would have experience in a similar position within a National or Global SI or have served as a CPO, VP of Products, VP or Technology Strategy, VP of Engineering or as a critical decision-maker at a leading Financial Services Company.
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The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning Department, Investments, Legacy Planning and Trust Administration, Investments, Philanthropic Advisory Services, and Custody.
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As a key member of the leadership team, the Vice President, Finance will manage the Company's deposit products and account types/services including: Investments and Cash Positions, Savings / Checking Accounts, Courtesy Pay , IRAs / HSAs / ESAs, Money Markets, CDs , Deceased / Estate / Conservator / Trust / Custodial Accounts , Branch Cash Management.
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Westlake inventory financing was established in 2013 as a division of Westlake Financial Services - the leading lender for independent and franchise dealerships. Westlake Financial Services is the largest privately held auto finance company in the Nation.
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FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts.
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The Senior Tax Manager will be primarily responsible for overseeing financial reporting and tax compliance of indirect tax and 1099 reporting, communicating with tax agencies, handle agent requests related to revenue recognition and indirect taxes, research of taxability of products and services and management of state indirect tax and agent revenue reporting issues and audits.
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Preferred: 5+ years of Account Management experience selling technology solutions, application software, or other financial, business, CRM, or ERP solutions. To thrive in this role, you must value being a critical team member in the continuing dramatic growth of Sage Intacct - the market leader in On-Demand Financial Management solutions.
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Capital Budgeting; Financial Management; Influencing; Business Planning; SAP Business One; Balance Sheets; Cash Flow; Financial Performance; Net Present Value (NPV); Microsoft Excel; Account Reconciliations; Large Group Presentations; Internal Rate of Return (IRR); Internal Controls; Communication; Compliance; Forecasting Process; Microsoft Power BI; Change Management; Financial Analysis.
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Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. Utilizes Epic management system for managing all assigned work.
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Marshal internal resources, such as Customer Account Executives, Client Services, Engineering, Technical Support, Finance, and business partner consultants, to resolve customer issues and provide solutions that map the customer's needs.
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We value an environment where you can grow by challenging yourself, and are supported with the potential for internal promotion - within Sales, Global Forwarding, Operations, Account Management or other areas - so you can discover new interests, develop your strengths, and reach your life goals.
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account management financial services jobs in Atlanta, MN, France
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