- Kestra Financial (Novi, MI)
- The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides ... excellent client service and problem-solving skills to confidently provide information...candidate will have 2+ years of experience in administrative support in a professional environment. + High School Diploma… more
- Olsson (Omaha, NE)
- …assigned projects. This position would also manage consultants that provide utility coordination support services to the client . The ideal candidate will have ... Associate Project Manager of Utility Coordination Council Bluffs,...projects. This position would be embedded with an Olsson client and would be directly responsible for managing utility… more
- Guidehouse (Philadelphia, PA)
- …this role, you will lead the activities of the designated project team and support the day-to-day management of the client relationship. You will effectively ... you to learn more about your career opportunities at https://guidehouse.com/careers Associate Directors are responsible for managing projects from cultivation to… more
- Capital One (Mclean, VA)
- …and provides mitigated recommendation + Partners with Relationship Managers (RMs) to support client relationships and respond to client requests, ... Senior Associate , CRE Loan Screening The Senior Associate...Client Loan Request to Term Sheet and can support communications with stakeholders and to customers + Navigates… more
- Mastercard (Harrison, NY)
- …the campaign, and contributing to a review of program effectiveness if needed. Client Impact * Support week-to-week communication with client 's issuing ... we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …statements, portfolio rebalancing, and ongoing planning updates. + Maintain and expand client , advisor, and prospect databases. + Support technology integration ... team-based wealth advisory environment. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services.… more
- Citigroup (New York, NY)
- …of banking and wealth management solutions to our clients + Provide complete service support to client , including solving complex client inquiries + ... The Associate Banker SAFE Act LO is a seasoned...Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support … more
- WTW (Tempe, AZ)
- **Description** As a Health and Benefits Associate you will contribute to a wide variety of projects involving the design, financing and ongoing management of the ... full spectrum of health and benefit programs. You will support the project manager on select projects, interface with...with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You… more
- WTW (Atlanta, GA)
- **Description** As a Health and Benefits Associate you will contribute to a wide variety of projects involving the design, financing and ongoing management of the ... full spectrum of health and benefit programs. You will support the project manager on select projects, interface with...with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You… more
- JPMorgan Chase (Tampa, FL)
- …was established in 2020 and is expanding to add additional team members as our client base grows. IMOS deals with all stages of the lifecycle for each product from ... broker matching, management of the client 's custodial network, lifecycle events including corporate events, ensuring...delivery (IBOR). As an Investment Book of Record (IBOR) Associate in the Investment Middle Office Services (IMOS) team,… more