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SENIOR FINANCIAL ANALYST, CLIENT SUPPORT

Prepare, update and revise financial models related to corporate transactions. Create financial schedules for merger agreements. Assist with the preparation of waterfall analysis and pro forma capitalization tables. Assist with th...

CompanyGoodwin Procter Llp
AddressBoston, MA
CategoryInformation Technology
Job typeFull-Time
Date Posted 2 months ago See detail

Senior Financial Analyst, Client Support

Goodwin Procter Llp

Boston, MA

Prepare, update and revise financial models related to corporate transactions. Create financial schedules for merger agreements. Assist with the preparation of waterfall analysis and pro forma capitalization tables. Assist with th...

2 months ago seen See more...

Senior Account Executive - Client Success

Marketsmith

Whippany, NJ

Serves as the day today contact responsible for execution and implementation of client deliverables. Project manage campaigns from start to finish including client deliverables, feedback, internal stakeholders, and billing matters...

2 months ago seen See more...

Senior Associate, Client Service

Bny Mellon

Lake Mary, FL

$95.3K - $121K a year

This role is located in Lake Mary - HYBRID.In this role, youll make an impact in the following ways:Supports clients in addressing and resolving complex operational and technical issues and ensuring requests are executed.Resolves...

2 months ago seen See more...

Senior CQV Specialist (Client based - various locations)

Wood Plc

New York, NY

Preparation and execution of CQV life cycle deliverables, URS/DR/DQ/Risk Assessments/CTP/FAT/SAT/IOQ/PQ/PV/TOPs/Final reports. Ability to work independently and direct the work of junior team members. Ability to read, review and p...

2 months ago seen See more...

Client Service Operations, Senior Associate

State Street

Sacramento, CA

Not disclosed

Support the identification and resolution of work processing issues to streamline operations. Participate in task realignment activities including identification of work to be realigned, drafting procedures and providing training...

2 months ago seen See more...

Senior Analyst, Client Relations/Subservicing

Ocwen

West Palm Beach, FL

Identifies client data needs and facilitates the creation of reports and other data products utilizing servicing data. Presents data for client, end-user and management needs. Responsible for identifying, evaluating and monitoring...

2 months ago seen See more...

Senior Consultant, Client Service, Investment Operations Outsourcing

Northern Trust

Chicago, IL

Unspecified

Operations Management. Responsible for providing Client Service through oversight of daily functions and tasks, including but not limited to: cash processing, custodian reconciliations, front office reconciliations, client reporti...

2 months ago seen See more...

Operations Client Service, Senior Associate

State Street

Sacramento, CA

Not disclosed

Provide timely accurate management reporting and issue log maintenance, under moderate supervision. Research and resolve exceptions and issues. Escalate unresolved issues to management as required. Reconcile and resolve discrepanc...

2 months ago seen See more...

Senior Director Client Services

Paylocity Corporation

Lake Mary, FL

$185,000 - $220,000 a year

Lead multiple Service teams to meet or exceed key metrics including client loyalty/satisfaction, client retention, employee retention/engagement. Partner with and support members of the Sales organization in achieving their sales...

2 months ago seen See more...

Operations Client Service, Senior Associate

State Street

Quincy, MA

Not disclosed

Act as the point of contact between both internal teams and external clients on the local market requirements to establish securities and cash accounts for our client base. Prepare and review foreign market account opening and ame...

2 months ago seen See more...

Client Service Specialist I, II, III or Senior DOE (Teller)

Kitsap Bank

Port Angeles, WA

Accurately and efficiently processes and records routine transactions for Bank clients including cashing checks, accepting deposits and withdrawals, processing credit card and loan payments, and money transfers. Actively participa...

2 months ago seen See more...

Tax Senior / Manager (Real Estate Clients) - Chicago (Hybrid)

Hanami International

Chicago, IL

$80,000 - $150,000 a year

An exciting opportunity to join of the top rated CPA firms in the US, named by Forbes & Inside public accounting! Typically, a day in the team would involve; Oversee overall client experiences including deadline management/client...

2 months ago seen See more...

Senior Registered Private Client Associate - Bethlehem, PA

Janney Montgomery Scott Llc

Bethlehem, PA

$48.5K - $61.4K a year

Customer Service Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments. Communication Providing excellent telephon...

2 months ago seen See more...

Senior Manager, Client Experience Quality

Paycor

Remote

$98,370 - $167,946 a year

Develop and implement a comprehensive quality assurance strategy to ensure exceptional Client Experiences across all touchpoints. Drive quality and consistency across the over 100,000 client interactions the CX team completes eac...

2 months ago seen See more...

Operations Client Service, Senior Associate

State Street

Quincy, MA

$68.9K - $87.2K a year

Act as the point of contact between both internal teams and external clients on the local market requirements to establish securities and cash accounts for our client base. Prepare and review foreign market account opening and ame...

2 months ago seen See more...

Direct end client - Onsite - Senior Salesforce CPQ Developer

Resource Informatics Group

New Jersey, United States

Collaborate with key business partners to shape functional, legal and financial requirements for CPQ. Design, prototype, build, document, and maintain solutions for the Salesforce CPQ application. Performing hands-on technical des...

2 months ago seen See more...

Senior Analyst, Client Insight

Mphasize

New York, NY

Quantitative Marketing Research / Statistical Techniques (Regression, Time Series). Proficient in Microsoft Office, particularly Microsoft Excel and PowerPoint. Business Intelligence Dashboards (Microsoft PBI, Tableau, etc. Projec...

2 months ago seen See more...

Senior Analyst, Client Insight

Publicis Groupe

New York, NY

Quantitative Marketing Research / Statistical Techniques (Regression, Time Series). Proficient in Microsoft Office, particularly Microsoft Excel and PowerPoint. Business Intelligence Dashboards (Microsoft PBI, Tableau, etc. Projec...

2 months ago seen See more...

Senior Account Manager, Client Services

Influencer

New York, NY

Up to $95,000 a year

Oversee campaign execution for specific campaigns. Sit within a team of client service individuals who support you and one another on campaign execution.. Take on client facing ownership and responsibilities alongside the Account...

2 months ago seen See more...

Senior Specialist - Client Success

Aicpa

Durham, NC

$83.3K - $105K a year

Be the single contact for high value clients managing multiple daily operational tasks to support the post-sale processes for these clients. Provide client communications support, such as coordinating file transfers and form uploa...

2 months ago seen See more...

Client Delivery Senior Director - Remote

Conifer Revenue Cycle Solutions

Frisco, TX

$133,599 - $200,408 a year

Provides direction to Directors, Client Delivery to ensure Clients strategic objectives are met along with all key Revenue Cycle performance Metrics (SLAs and OSLs). Consults with appropriate key stakeholders to identify issues r...

2 months ago seen See more...

SENIOR MANAGER, CLIENT DEVELOPMENT - CLIENT SERVICE CENTER

Louis Vuitton

Irving, TX

$92.1K - $117K a year

Lead efforts of Client Development with the overall objective of strengthening the ability of our CSC teams to retain and recruit clients through building one-on-one relationships with clients. Lead and drive performance of Client...

2 months ago seen See more...

Senior Manager of Client Success

Amex

Chicago, IL

$110,000 - $190,000 a year

Manage, grow, and retain a portfolio of our most strategic clients. Establish and build strong relationships through consistent interaction with Clients regarding their business model, industry, marketplace, and the challenges the...

2 months ago seen See more...

Senior Tax Associate/ Supervisor – Private Client Group

Pkf O'connor Davies

Boston, MA

$87.1K - $110K a year

Prepare individual, trust, estate, gift and foundation tax returns Prepare estate and trust fiduciary accountings Provide high level personal financial and estate compliance services Review tax information supplied by clients and...

2 months ago seen See more...

Senior Vice President, Client Service Manager

Bny Mellon

Chicago, IL

Client Service Manages multiple Client Service teams responsible for providing quality support to clients with transactions and resolving operational issues on a daily basis. Maintains familiarity with industry best practices and...

2 months ago seen See more...

Tax Senior Manager - Private Client Services

Eisneramper Llp

Fort Lauderdale, FL

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry. You will have the flexibility to manage your days in support of our commitment to work/life balance. You will join a...

2 months ago seen See more...

Senior Manager Client Benefits

Cvs Health

Irving, TX

Developing a detailed technical understanding of all PBM-related systems and the associated infrastructure and identifying opportunities for improvements/enhancements to become a data-driven organization. Submitting recommendation...

2 months ago seen See more...

Senior Associate, Client Experience

Kpmg

Bentonville, AR

$92.2K - $117K a year

Identify strategic insight and Accelerators that need to be executed at a portfolio level, that will have maximum impact on the account's relationship strength, growth goals and retention Lead the account management activities of...

2 months ago seen See more...

Tax Senior Manager- Private Client Services

Spartan Placements, Llc

New York, United States

Prepare complex tax returns andperform detail level reviews of work papers, allocations, and tax returns, as well as preparing materials and research for consulting projects related to tax planning opportunities. Work with an enga...

2 months ago seen See more...

Senior Manager, Entegra Client Services Support

Sodexo

Wilmington, DE

The ability to promote a client-focused culture that strives to exceed client needs, requirements, and satisfaction expectations. This includes working with assigned clients and strategic partners to actively listen to concerns an...

2 months ago seen See more...

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