- Wolters Kluwer (Philadelphia, PA)
- …problems. Exercises judgment based on the analysis of multiple sources of information . Participates in the development of pricing strategies to meet customers' needs ... and makes recommendations to pricing structures as needed. Provides reporting and documentation of pricing structures and serves as...judgment based on the analysis of multiple sources of information . Leads team projects or project steps within a… more
- Raymond James Financial, Inc. (Oil City, PA)
- …prospecting for new clients. * Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor. * Creates ... years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who… more
- Raymond James Financial, Inc. (Devon, PA)
- …prospecting for new clients. + Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor. + Creates ... years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who… more
- Eliassen Group (Harrisburg, PA)
- …confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen ... has helped thousands of companies reach further and achieve more with their technology solutions , financial , risk & compliance, and advisory solutions , and… more
- CBRE (Harrisburg, PA)
- …materials for new pursuits and renewal contracts. Manage collation of financial information from business lines and reporting in relation to the same as ... commercial value in presentations, respond efficiently to inquiries, and effectively present information . + In-depth knowledge of financial terms and principles,… more
- Lincoln Financial (Radnor, PA)
- …through outstanding customer service and a comprehensive suite of investment management solutions to our diverse distribution client base. This position offers a ... + Works with internal teams to address data and reporting challenges. + Maintains and monitors transaction pipeline to...volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful… more
- Lincoln Financial (Radnor, PA)
- …a Glance** In this position, you will provide support and coordination of financial operations for the insurance company separate accounts and LVIP Trust mutual fund ... an operational and oversight role. * Supporting solution designing to enhance reporting and analytic capabilities. * Assisting with developing automated solutions… more
- Walmart (Erie, PA)
- …health professionals regarding any outstanding diagnostics, tests, or other patient information as needed. Evaluates patients' health condition across and within the ... diagnosis and treatment by reviewing complete patient medical history information and performing comprehensive eye examinations; examining eyes utilizing… more
- Pfizer (Collegeville, PA)
- …FMLT to drive agendas andensure effective facilitation of LT meetings. ** Financial /Budget Management** + Lead the Field Operating Plan process, including ... forecasting, expenditure tracking, reporting , and risk mitigation. + In collaboration with Program Strategy Management, manage accruals and perform reconciliations… more
- Coinbase (Harrisburg, PA)
- …This role is for the Senior Manager, Head of KYC as part of the Financial Crimes Compliance Services (FCCS) reporting directly to the Head of Financial ... as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want… more