- Oracle (Harrisburg, PA)
- …and submit proposals to the client applying a broad knowledge of Oracle Financial Consulting Service Offerings. Able to generate consulting services and ... services , with specific experience selling IT Consulting Services in Financial Services Industry....product segment, or channel. Disclaimer: **Certain US customer or client -facing roles may be required to comply with applicable… more
- ManpowerGroup (Reading, PA)
- Our client , a leading financial services provider, is seeking a Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) Specialist to join their team. ... in CDD, EDD, or a related area of compliance within the financial services industry.** + **Strong understanding of regulatory requirements related to CDD and… more
- World Insurance Associates, LLC. (Philadelphia, PA)
- …efforts of clients, act as an advisor to teams in carrier selection, financial negotiations and client service planning and recommendation. Qualifications ... and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services , and human capital... client management perspective. + Project manage the client service plan, collaborating with internal team… more
- Burns & McDonnell (Conshohocken, PA)
- …and presentations summarizing results of analysis. + Support preparation of client presentations, engineering reviews, financial analysis, and contract ... and benchmarking evaluations, site assessments, investment planning, condition assessments, financial cost/benefit evaluations, and renewable development. + Analyzes, interprets,… more
- Guidehouse (Philadelphia, PA)
- …You Will Do** **:** As a Project Managing Consultant in Guidehouse's Commercial Financial Services practice, you will leverage your subject matter expertise to ... years of experience in the banking industry or commercial financial services consulting (must have experience with...in all deliverables + Proven ability to successfully lead client service delivery teams that deliver the… more
- Vanguard (Malvern, PA)
- …As the Senior Manager, Head of Sales Practice Management & Coaching for our Financial Advisor Services (FAS) business, you will lead the development and ... You've led sales coaching and practice initiatives in asset management, wealth, or financial advisor services environments and know how to translate strategy… more
- H&R Block (Warrington, PA)
- …that will grow stronger each year. Joining H&R Block as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients ... as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to...to ensure all clients needs have been met during service both in person, over the phone or virtually… more
- PNC (Sewickley, PA)
- …Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor. + Ensures a strong client commitment and advocacy by ... skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet...delivering proactive and responsive service to meet client goals.Differentiates … more
- Strike (Pittsburgh, PA)
- …and regulatory requirements. + Collaborate with other Strike business units to integrate services and maximize client value. + Drive safe, efficient, and ... reports to the Sr. Vice President of Operations & Services . This position may be based in Pittsburgh, PA...integrity, and midstream operations. + Strong business development and client relationship management skills. + Financial acumen… more
- Vanguard (Malvern, PA)
- …clients, crew, and assets, and steward a risk-smart culture for Vanguard's Financial Advisor Services (FAS) business. FAS provides investments, services ... Overview: Global Risk and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (eg, assets and data), and stewards a strong… more