- Thrivent Financial (Auburn, WA)
- …Financial. Position summary: The Director of Dedicated Planning & Investment Operations position will oversee the planning department including all team members, ... team members. The Director of Dedicated Planning & Investment Operations reports to and is employed by Approach Path...client inquiries + Finalize, submit, and track all client account and application paperwork + Gather and maintain customer… more
- First Horizon Bank (Memphis, TN)
- …handle extremely complex issues and maintain up-to-date knowledge of financial operations Essential Duties and Responsibilities . Respond promptly and effectively to ... supporting documentation to identify and address discrepancies. . Conduct thorough account reviews and research, especially in situations involving complex financial… more
- Thrivent Financial (Geneva, IL)
- …researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the ... documentation are up to date + Finalize, submit, and track all client account and application paperwork + Gather and maintain customer suitability information +… more