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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.
$94,500 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Banking experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) OR, 3 years’ experience in a financial client relationship manager role. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis.
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Strong knowledge of financial crimes laws and regulations, such as Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, and OFAC regulations. 12+ years of experience working on KYC, CIP, Due Diligence or related onboarding operational area at a financial institution, multinational corporation, or other similar large organization.
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Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. (CFA), Accredited Asset Management Specialist AAMS® , Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant.
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Our well-established client has an immediate need for a Payroll Manager (Department of one). Budgeting and Forecasting: Working with the finance department, particularly the Budget Analyst, to incorporate payroll and benefits costs into the company’s financial budget and forecasts within Sage Intacct Planning.
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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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Skills: Dealership finance manager, automotive finance manager, car dealer finance manager, auto dealer finance manager, Dealer Finance Manager, CDK, Route ONE, F & I, E-Lead, Auto Finance and Insurance Manager, Auto Financial and Insurance Manager, Automotive Financial and insurance manager, Dealership Finance and Insurance manager, F & I Manager, Auto F & I Manager, Automotive F & I Manager, Dealership F & I Manager, Dealer F & I Manager, Car dealership F & I manager, car Lot F & I manager.
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The Financial Analyst and Senior Financial Analyst report to the Grant Services Fiscal Manager. The Financial Analyst will monitor the contract’s financial performance, including the “burn rate,” to ensure compliance with the contract terms and immediately notify the manager and program manager of any deviations and potential non-completion and performance of the contract agreement.
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Certified Information Systems Security Professionals® (CISSP®); Certified Information Systems Auditor® (CISA®); Certified Information Security Manager® (CISM®); Certified Ethical Hacker (CEH); GIAC certifications or equivalent security certifications.
$276,100 a yearFull-timeExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
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RTS Financial and Shamrock Trading Corporation are looking for a Bilingual Business Development Manager. RTS Financial, a Shamrock brand, is a factoring company that provides working capital solutions to businesses across multiple industries, primarily trucking and oilfield services.
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Acceleration Partners' fully remote global staff of 300+ creates what's next in the industry, building a balanced portfolio of high-performing partnerships for client brands that span from traditional affiliate to influencer, Performance PR, content, CTV, to innovative tech and financial partners.
$175,000 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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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.
$144,300 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Seven (7) years experience in banking, financial services, or regulatory experience focused on insider threat/internal investigations, client data loss prevention, client remediation, auditing, and compliance.
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The Client Services Manager Major Accounts (MMA) drives the client service vision and activation for major clients. This position serves as a master facilitator and brand strategist partnering with Clients, Client Services and Sales to build their brands leveraging SiriusXM's platforms; be the internal client advocate.
Full-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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The role will work closely with the Senior Manager, Porsche Classic to set annual budgets and track the P&L daily, weekly and monthly liaising with PCNA Finance, also ensuring that all Porsche Cars North America (PCNA) targets are met and operating criteria are adhered to.
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financial manager client jobs Company: Accenture in Georgia
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