- Grant Thornton (San Francisco, CA)
- …Senior Associate , you'll focus on the accounting aspects of middle- market transactions, serving dynamic organizations with experienced professionals who bring a ... staff and play a key role in growing this service offering. The role will include exposure to numerous...Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed… more
- Nuveen Investments (New York, NY)
- …Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under ... **Wealth Client Relationship Manager** Wealth Management Client ...to help educators retire with dignity, today weʼre a market -leading retirement company fueled by world-class asset management. But… more
- T. Rowe Price (Owings Mills, MD)
- …lead the strategy, vision, and delivery of new advice experiences within the Client Experience (CX) organization. This role is central to our strategy of delivering ... Data, Compliance, and Distribution + Leverage deep financial planning expertise and client insight to shape product decisions and support teams in making… more
- Caring Transitions (Rochester, MN)
- …drive consistent lead flow and brand awareness within the senior services market . + Schedule and conduct in-person appointments, office visits, and presentations ... at local networking events, community functions, and industry trade shows to expand market reach. + Identify and engage with decision-makers and influencers in the… more
- Caterpillar, Inc. (Nashville, TN)
- …+ Assist in preparing proposals and insurance summaries based on evaluation of client coverage needs. + Assist in the effort to build and maintain strong ... **Products and Services:** Knowledge of major products and services and product and service groups; ability to apply knowledge of product and service … more
- M&T Bank (Buffalo, NY)
- …collateral valuation, cash flow analysis and the ability to repay annual debt service . RESPONSBILILTIES * Manage the ongoing credit risk of existing loan portfolios ... risk rating rationale, identification of credit risks and mitigants, industry concerns, market trends, financial trends, and other pertinent credit issues. * Liaison… more
- Publicis Groupe (Chicago, IL)
- …If you bring inventive thinking, boundless enthusiasm, and tireless energy-with a passion for client service that fuels us into the future, this might be just ... for upcoming client meetings including preparation of meeting materials and market insights + Assist in analyzing data to uncover insights, track performance,… more
- Hackensack Meridian Health (Brick, NJ)
- …programs. Associate 's Degree preferred. + Two (2) Years Customer Service Experience + Proficient in Microsoft Office Suite + Strong Organizational Skills ... leads to fulfillment and professional growth. Responsible for all aspects of client and caregiver scheduling, tracking visits, and case conferences. + Schedule… more
- BlackRock (Princeton, NJ)
- …across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to ... sponsors, ensure accurate model implementation, and minimize performance dispersion across the client population. In addition to having a passion for markets and… more
- IQVIA (ME)
- …budgeting, costing, financial analysis, and long-range forecasting for a mid-sized market or regional function(s). Partners with the business, providing subject ... on financial and accounting issues. **Essential Functions** + Understands business partner/ client markets and translates strategy into proactive plans to enable… more
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