- City of Norfolk, Virginia (Norfolk, VA)
- …Leadership: Work closely with various City departments and the City's Financial Advisor to understand their financial needs, provide solutions, and align debt ... bond issuance process in collaboration with the City's financial advisor , bond counsel, and City staff. This includes: +...or equivalent + Some College, training or certifications + Associate 's Degree + Bachelor's Degree + Master's Degree or… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …or recommends solutions to complex problems. This is a hybrid role, and the associate is expected to work in the office three days a week. **Essential Duties ... and Responsibilities:** + Manage and respond to Advisor inquiries and questions through a group mailbox +...with regard to Fiduciary Program. + Assist with Financial Advisor inquiries regarding product offerings and retirement plan onboarding… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …are calculated and administered correctly for experienced and new financial advisor resulting from employment agreements, contracts, stock grants, bonuses, schedule ... of payments, draw and deal level changes, terminated financial advisor balance, pre-approved discount exception accounts, quarterly bonus review and production… more
- T. Rowe Price (Owings Mills, MD)
- …delivery of personalized and comprehensive Retirement Income & Financial Plans for advisor clients to present to their end clients. The advice provided encompasses ... personalized and comprehensive Retirement Income & Financial Plans for advisor clients to deliver to their end clients. Advice...and needs, at work and in life. As an associate , you'll be supported with resources , benefits ,… more
- NTT America, Inc. (Southfield, MI)
- …can grow, belong and thrive. As a Client Architect, you are the technical advisor for key NTT clients. Client Architects are technology leaders who can demonstrate ... Defender for Cloud. **Client Relationship Management** + Act as a trusted technical advisor to and advocate for the clients, aligning technical solutions to their… more
- KeyBank (WA)
- …cross-marketing opportunities to meet the clients' need and become their trusted advisor . Develops strategic relationships with Key lines of business in order to ... Responsible for various operational tasks while acting as a bank advocate and advisor to the client. + Manages all administrative tasks associated with client… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …Financial Service Industry, Thakar Financial LLC is seeking a dynamic Client Service Associate who is looking to join this growing team. This ideal candidate will ... with the team to provide support to the financial advisor . + With accuracy process client transactions per client...accuracy process client transactions per client request or financial advisor request. + Open new client accounts. + Ensure… more
- T. Rowe Price (Owings Mills, MD)
- …determined in consultation with the successful candidate. Develop the assigned territory advisor and consultant relationships for the purpose of repeat business and ... lists, based upon defined criteria. + Continually profile key advisor prospects to measure current success against targeted goals...and needs, at work and in life. As an associate , you'll be supported with resources , benefits ,… more
- UNC Health Care (Chapel Hill, NC)
- …payer, state and federal regulations. 10. Identifies cases for CDI Physician Advisor intervention and coordinates the CDI Physician Advisor scheduling, reviews ... document cost/benefits and ROI. 12. Assists with overseeing the quarterly CDI Physician Advisor meetings to discuss the status of the program and generates the… more
- Performance Food Group (Houston, TX)
- …and implementing long-range strategic talent management goals including succession planning and associate growth and development as well as managing the day-to day ... areas of benefits, associate relations and staffing. The successful VP acts as...do** + Business Leader Partnership: Acts as a trusted advisor and strategic partner to department heads and business… more