- Coldstream Wealth Management (Seattle, WA)
- …meeting materials + Coordinating the new client onboarding process: + Opening brokerage accounts, establishing cashiering needs, setting up online reporting access + ... maintaining client data and activity notes in our CRM system Required Experience: We are looking for a candidate...with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems ) is a plus + Excellent communication skills, including… more
- Truist (Atlanta, GA)
- …client portfolios. + Experience with the Fidelity WealthScape and Envestnet systems , or equivalent brokerage /advisory platform software. + Working knowledge ... client investment proposals + Assist FA Teams with investment advisory platform system navigation. + Be able to recommend appropriate investment options for specific… more
- Michigan State University (East Lansing, MI)
- …and manage externally contracted risk management services including insurance brokerage , actuarial, claims administration and information technology. + Negotiate on ... + Coordinate the damage assessment function within the University emergency response system . + Serve as the primary contact for all matters pertaining to… more
- Beemac Logistics (Pittsburgh, PA)
- …You will be responsible for implementing, maintaining, and troubleshooting EDI systems and processes to support our logistics activities. Responsibilities: + EDI ... the most suitable solutions. + Configure and implement EDI systems and mapping rules. + Test and validate EDI...Beemac Accomplishments & Company Awards: ⮚Ranked 48th largest freight brokerage firm in the US by Transport Topics 2025… more
- Humana (Sacramento, CA)
- …Design to lead the evolution of our digital presence in the agnostic brokerage marketplace. In this role, you'll reimagine the shopping experience - from awareness ... in ecommerce and complex purchase journeys. You're a strong communicator and systems thinker, comfortable influencing across all levels of the organization and… more
- Citigroup (Irving, TX)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... and **OpenAPI specifications** . + Hands-on experience with **Windows Operating Systems ** , various **Unix/Linux distributions** (eg, **Red Hat Enterprise Linux** ).… more
- DLB Associates (Atlanta, GA)
- …Software PLC Engineer \u2013 Critical Infrastructure, you'll architect high-availability PLC systems , lead Level 2\u20135 commissioning, and push the boundaries of ... You will provide on\u2011site SME support during Level\u202F2\u202Fthrough\u202FLevel\u202F5 Integrated Systems Testing (IST), troubleshooting complex field issues undergo live… more
- Citigroup (Jacksonville, FL)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... with data engineers to integrate data science solutions into existing systems . + **Collaboration & Communication:** + Participate actively in agile development… more
- Citigroup (Jacksonville, FL)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... Collaborate with data engineers to integrate data science solutions into existing systems . + **Generative AI Specifics:** + Integrate Generative AI solutions with… more
- Citigroup (Tampa, FL)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... of the production environment, reducing complexity, optimizing management of systems supporting global functions such as Compliance, Controls, Internal Audit… more