- KeyBank (West Chester, PA)
- …conversations to uncover needs and provide guidance and solutions to assist in client 's financial wellness both in person and through proactive calling efforts. ... clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a … more
- H&R Block (Baden, PA)
- Our Company A Bookkeeper is responsible for recording and reporting financial information related to an H&R Block client 's business activity. Maintains client ... any issues, concerns and solutions related to the maintenance of the client 's financial records. + Participates in meetings and training sessions to continuously… more
- Truist (Philadelphia, PA)
- …trust, mortgage, insurance, etc., using a team approach to deliver solutions to client 's financial needs and to enhance existing relationships. * Thrives in ... and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through… more
- CBRE (Harrisburg, PA)
- …Do:** + Complete intermediate to advanced-level accounting transactions in preparation for client financial statement packages. + Create and post journal entries ... and performance. Our account management model is at the heart of our client -centric approach to delivering integrated real estate solutions. Each client is… more
- Truist (Walnutport, PA)
- …all monies assigned. Deliver superior quality service, identifying and understanding the client 's financial needs. Cross-trained to support sales and service ... the following job description:** Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of… more
- ThermoFisher Scientific (Allentown, PA)
- …purchasing or pricing initiatives, task forces) and follows through to completion. Financial and Forecast Management: + Ensures client 's forecasts are ... collection of overdue invoices, resolves root issues, and in general understands client 's financial processes. + Understands and implements the key milestones… more
- ADP (Allentown, PA)
- …Responsibility** . **RESPONSIBILITIES:** + Project manages work of several internal departments, client , financial advisors and client 's prior recordkeeper ... and communicates conversion status on a regular basis with client , sales and financial advisors. + Drawing from 401(k) experience, product and legislative… more
- ADP (Allentown, PA)
- …Responsibility** . **RESPONSIBILITIES:** + Project manages work of several internal departments, client , financial advisors and client 's prior recordkeeper ... Services. + Failure to properly execute could cause significant financial impact to ADP and/or the client . Preference will be given to candidates who have the… more
- KeyBank (Corry, PA)
- …and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology ... of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client ...through financial planning. + Partner with Private Client Advisor to grow year-over-year revenue. + Develop a… more
- KeyBank (Pittsburgh, PA)
- …and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology ... of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client ...through financial planning. + Partner with Private Client Advisor to grow year-over-year revenue. + Develop a… more