- Boston University (Boston, MA)
- …Post-Award groups to resolve issues and answer questions that arise during the account set-up process. The Award Maintenance Associate also provides backup for ... functions. In addition to the above noted activities, the Award Maintenance Associate is also responsible for performing all account maintenance activities… more
- First State Bank (Denton, TX)
- …service to our internal and external customers and is able to assist Wealth Management & Trust Team as assigned to ensure effective Trust functions of the bank. ... electronic, in accordance with company and industry standards + Review all account documentation before it is presented for approval Knowledge, Skills & Abilities:… more
- Raymond James Financial, Inc. (Southfield, MI)
- …first line of support for branch teams-answering questions and resolving client account activity. + Investigate and correct disbursement errors with precision and ... care. + Complete daily reports and review account activity to ensure compliance with firm policies and industry regulations. + Research and resolve transaction… more
- EAB (Washington, DC)
- …+ Customer service experience + Experience working in a team environment + Sales, account management , or project management experience + Experience in an ... visit our Careers page. The Role in Brief: Commercial Associate As a critical member of the Commercial Operations...role is based in Washington, DC. Primary Responsibilities: Business Management : + Schedule meetings and calls with both external… more
- Towne Park (Bethesda, MD)
- …here (http://www.townepark.com/wp-content/uploads/2023/06/CCPA-CPRA-Notice-at-Collection-Applicants\_Towne-Park-Careers.pdf) . The Account Manager directly oversees ... one Towne Park account and is responsible for account performance for financial, guest/patient satisfaction, and client satisfaction objectives. **Job Details**… more
- AON (New York, NY)
- …our colleagues and clients succeed. What the day will look like Assist the Account Executives and Associate Account Executives on assigned accounts, running ... with clients and colleagues + Effective organization and time management skills. + Ability to communicate effectively, orally and...succeed. What the day will look like Assist the Account Executives and Associate Account … more
- Zurich NA (Topeka, KS)
- …the underwriting world. In this position you will be responsible for the overall account management , business development and analysis of a highly complex book ... Commercial Surety Underwriting Officer ( Account Executive or AVP Level) 120687 Zurich North...including credit analysis, excellent communication and presentation skills, time management skills, and the ability to further develop and… more
- Robert Half Finance & Accounting (Chicago, IL)
- …results 6. ACH/ Money Movement between accounts or institutions 7. New Account Opening/Ongoing Maintenance 8. First point of contact and return client service ... requests 9. 529 College distributions to university payment centers 10. Client indirect marketing/ birthday gifts, center of influence small events, etc 11. Compliance Reporting Monthly/quarterly: Trade Blotters, Share Class Reviews, etc 12. Working closely… more
- Exelon (Philadelphia, PA)
- …delivery, billing and credit issues. With consult from Regional Manager or Sr. Account Representative, perform account management tasks, ie creation of ... sale of Exelon products and services and affect customer participation in Exelon load management programs. Perform account management tasks ie contract … more
- Towne Park (Kansas City, MO)
- …assigned account and the organizational chart therein, responsible for account performance in financial management , guest satisfaction, and client ... Benefits are subject to change and may be subject to a specific plan or program terms. **SUMMARY** The Senior Account Manager directly oversees one Tier 3 or 4… more