- Texas State University (San Marcos, TX)
- …advisement, direction, assessment, and tracking of 400+ student organizations and advisors . + Serve as lead Bobcat Organization Hub (Anthology Engage) administrator ... organization handbook and other applicable resources for student organization leaders and advisors and ensure they are updated at least each semester. + Address… more
- S&P Global (New York, NY)
- …manage and build on relationships with strategic client accounts and Financial Advisors . Develop the business growth strategies for US Public Finance and accountable ... leadership and direction to the US Public Finance sales team, Financial Advisors , and sector influencers ensuring alignment with the broader business objectives… more
- Kestra Financial (Raleigh, NC)
- …Client Service Associate Summary The Client Service Associate reports to the Financial Advisors and is critical to appropriately leveraging Advisors ' time. This ... position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities + Assist in client meeting preparation… more
- Kestra Financial (Pittsburgh, PA)
- …have so many competing goals. They have so many planning needs yet, so few advisors speak to them. It's crazy. The biggest one is saving for their retirement vs. ... the right school at the right price for their child. There are enough advisors helping retirees. Come discover a budding niche with a ton of future potential.… more
- Trinity Health (West Mifflin, PA)
- …Days + Plus more **ABOUT THE ROLE** + Our **Residential Care** ** Advisors ** provide assistance, medication administration, hygiene support and training to adults ... positive practices to help guide their everyday activities. + Residential Care Advisors can expect to assist with bathing, toileting and dressing residents; cooking… more
- Cushman & Wakefield (Chicago, IL)
- …growth. + Partner with Controllership, Legal, Treasury, FP&A, and external advisors to support business objectives and ensure tax efficiency. + Communicate ... stakeholders. + Engage and manage relationships with external tax consultants and advisors as needed. **Qualifications** + CPA, Master of Taxation, JD, or other… more
- Kestra Financial (Novi, MI)
- …who reports to the Wealth Advisor and is critical to leveraging Advisors ' time. This position provides excellent client service and problem-solving skills to ... database; Manage Client and Prospective Client Work Flow and coordinate follow-up with Advisors + Maintain a compliant filing and scanning system with Laser Fiche +… more
- Neuberger Berman (New York, NY)
- …high-net-worth clients of the firm. Working in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with ... and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus,… more
- Raymond James Financial, Inc. (New York, NY)
- …sponsors or other parties. + Support interactionsbetween PMDdeskandfinancial advisors tofacilitatethe investment processandprovide solutions totechnical questions. + ... Prepare letters, forms, and spreadsheets toassistwith servicing financial advisors and clients consummating transactions. + Create andmaintainrecords and files… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Duties and Responsibilities** + Reviews, calculates, and reconciles payroll for termed Advisors and Branches and provides detailed reporting to support payment or ... and/or write-off transactions. + Establishes contact and discussions with termed Advisors and/or Branch Managers to facilitate payments or collections. + Creates,… more