- Deloitte (Philadelphia, PA)
- …with FP&A and Strategic Finance personnel to identify, collect and validate data from client databases + Analyze financial & key performance indicator deal data ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Tompkins Community Bank (Plymouth Meeting, PA)
- …The Wealth Advisor III will create and deliver comprehensive wealth plans and coordinated financial strategies to align with each client 's goals and values. The ... across wealth management disciplines (investment, banking, trust, insurance).. + Deliver personalized financial planning by uncovering client goals, values, and … more
- Sodexo (Newtown Square, PA)
- …services including retail, catering and resident dining operations; + achieve company and client financial targets and goals; + develop and maintain client ... catering billing and coordinate event logistics to ensure smooth execution and client satisfaction; + manage a front-of-house team of approximately 50 staff members,… more
- St. Luke's University Health Network (Sellersville, PA)
- …of manage care forms, and works in assuring services are authorized and client financial responsibilities are addressed. PHYSICAL AND SENSORY REQUIREMENTS: Must ... care. The Addictions Care Manager provides assessments and one-to-one client time and performs triage work for clients to...+ Provides clinical level of care assessments. Meets with client and/or families in a professional, thorough and timely… more
- Sedgwick (Harrisburg, PA)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance VP Client Services | Carrier, Captive, MGA | ... Remote We are seeking candidates with a strong background in client service management, particularly those familiar with Carrier, MGA, Captive, and Program… more
- PNC (Pnc Bank, PA)
- … opportunities by providing ideas and insights based on an understanding of the client 's needs and their financial well-being. Drives client engagement and ... Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking,… more
- WM (Harrisburg, PA)
- …and reporting. Resolve all issues in a timely manner. + Administer client and vendor financial obligations including invoicing, reporting and contracts. ... **Job Summary** Plans and directs all onsite activities at client location in relation to the storage, transportation and disposal of hazardous and non-hazardous… more
- Sodexo (Williamsport, PA)
- …service, tray service); + deliver high quality food service; + achieve company and client financial targets and goals; + develop and maintain strong client ... and customer relationships; + develop strategic plans; + create a positive environment; and + ensure Sodexo Standards are met. **What We Offer** Compensation is fair and equitable, partially determined by a candidate's education level or years of relevant… more
- Vanguard (Malvern, PA)
- …and loyalty. + Apply trust and estate planning knowledge to help preserve client 's wealth. + In-depth knowledge of financial planning, investment strategies, and ... Join Vanguard as a Certified Financial Advisor in Malvern, PA Are you a...cash award tied to our collective company performance and client outcomes. When we succeed together, we all share… more
- Huntington National Bank (Harrisburg, PA)
- …+ Understanding of Financial documentation from IRS documentation to personal client financial detail + Ability to translate a Cash flow analysis ... and communicate assessment to clients + Excellent communication, customer service, and interpersonal skills + Strong organizational skills with attention to detail Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes… more