- World Insurance Associates, LLC. (Washington, PA)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of...& HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors… more
- Capital One (Philadelphia, PA)
- …Banking Treasury Management Sales team will work to identify ways to improve the client experience and enhance Capital One's brand in the marketplace. Seen as a ... clients to understand their business, optimize Treasury work flows, and minimize financial and reputational risk. They focus on creating and delivering customized … more
- Oracle (Harrisburg, PA)
- …effort, the Senior EO ensures consistent processes across projects, with high client satisfaction, and predictable and profitable project delivery. Senior EO will ... and procedures. **As a Senior Engagement Owner you will:** + Cultivate external client relationships to achieve business objectives + Direct and support a team of… more
- Vanguard (Malvern, PA)
- …the primary point of contact for the most complex Investment Only client relationships for Vanguard's largest clients. Provides consultation on service enhancements ... - with a focus on facilitating Investor Choice client commitments. Maintains long-term relationships with clients that are critical to Vanguard's success through… more
- Vanguard (Malvern, PA)
- …Serves as the primary point of contact for the most complex client relationships for Vanguard's largest recordkeeping and investment only clients. Provides ... trust and loyalty. What it Takes + Manages Vanguard's most complex client recordkeeping and investment only plan sponsor relationships through a deep understanding… more
- KeyBank (Plymouth Meeting, PA)
- …and responsibilities of the bank and to provide well-coordinated estate, tax, and financial planning alternatives to meet client 's needs. + Facilitate the ... for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW)...and families with a broad array of estate and financial planning issues which often arise with UHNW clients… more
- Vanguard (Malvern, PA)
- …investor risks-ensuring alignment with our business risk appetite and long-term client confidence. Responsibilities: + Coach, guide, develop and inspire a team ... partners. Act as embedded fraud risk specialist in support of critical client journeys/experiences. + Develop and oversee execution of fraud, vulnerable investor,… more
- City National Bank (Harrisburg, PA)
- …and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated ... Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business...clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to… more
- Stantec (Philadelphia, PA)
- …business and financial related records for the project; keep the client , Studio Leader, Operations Director, and the Accounting Department informed on the ... successful execution and delivery of the project, to the Client , according to the contract. The Project Manager represents...financial status of the project - Lead and support… more
- Cherry Bekaert (Reading, PA)
- …This position leads and supports complex HR initiatives internally and across our client base. Requires a deep understanding of HR best practices, strong business ... and workforce planning. Additionally, it serves as the primary client contact and is responsible for the expansion of...knowledge in one or more of the following - financial services, healthcare, or manufacturing. + Proficiency in HR… more