- Sodexo (Lancaster, PA)
- …Manage multiple locations + Have oversight of day-to-day operations + Achieve company and client financial targets and goals + Develop strategic plans + Ensure ... service that will improve student satisfaction. This position requires a leader with strong financial acumen and the ability to motivate a team. **What You'll Do** +… more
- Thrivent Financial (Philadelphia, PA)
- …training. + Participate in a robust orientation and training program. + Shadow financial advisors during client meetings, workshops, community events and daily ... purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to...service and a passion for helping others reach their financial goals, we'd like to connect with you. We… more
- CBRE (Pittsburgh, PA)
- …PA USA. **What You'll Do:** + Complete accounting transactions in preparation of client financial statement packages. + Create and post journal entries and ... to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a portfolio of clients and properties....clients and properties. This job is part of the Financial Strategy and Operations job function. They are responsible… more
- KeyBank (Lansdale, PA)
- …is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will ... deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve… more
- Sodexo (Newtown Square, PA)
- …our client 's organization and act as a trusted advisor. + Achieve company and client financial targets and goals. + Develop and maintain strong client ... + Culinary knowledge with a focus on high-quality, gourmet cuisine. + Strong financial acumen + Knowledge of special diets (CDM/CFPP certification is a plus). +… more
- Towne Park (York, PA)
- …guest confidentiality in accordance with HIPPA requirements. Maintains the security of client financial and identifying information. May not provide "lift" ... make an impact. When we see a customer, a client or one of our own team members smile,...appropriate places that are approved by manager and the client contact. Must be able to learn and remember… more
- Truist (Lancaster, PA)
- …coaching and motivating teammates, to fulfill the Purpose Mission and Values for client 's financial success and team empowerment. 6. Partnership with Integrated ... partnership. 3. Drive branch revenue through Small Business development and new client strategies. Drive the growth of Small Business expertise through branch… more
- Raymond James Financial, Inc. (Altoona, PA)
- …and facilitate client meetings + Manage referrals effectively + Prepare financial reports, spreadsheets, and other materials for client meetings + Create ... markets, products, and industry regulations + Trading terminology + Financial planning software **Skill in** + Client ...+ Financial planning software **Skill in** + Client Relationship Management (CRM) software + Microsoft Office Suite… more
- Deloitte (Philadelphia, PA)
- …emerging data science trends, tools, and best practices to enhance project outcomes and client value. + Financial Analysis: Apply financial acumen to project ... you'll work alongside a team of accomplished professionals, delivering impactful financial planning and advanced analytics for our Strategic Analytics function in… more
- Guardian Life (Bethlehem, PA)
- …customer outcomes and satisfaction, optimize productivity and strongly contribute to the financial performance of our client portfolio. **You will:** + Build ... As Head of Client Management (HCM), you will lead the strategic...and provide thought leadership. + Strong analytic skills and financial skills with a demonstrated track record in execution.… more