- PPL Corporation (Louisville, KY)
- …insurance brokerage firm or commercial insurer in underwriting, broker placement or client advisory roles. + Senior Insurance Analyst consideration - at ... insurance brokerage firm or commercial insurer in underwriting, broker placement or client advisory roles. + Demonstrated knowledge of core commercial insurance… more
- Wipfli LLP (Southfield, MI)
- …the office will require in-person attendance. Responsibilities Responsibilities: + Communicate with client and firm associate requests in a timely, accurate, ... work in a Wipfli office, from home and at client sites. The client sites can vary...the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional… more
- Wipfli LLP (Lincolnshire, IL)
- …monitoring fees, execution, and delivery + Develop and maintain strong client relationships by providing exceptional service and understanding their business needs ... seniors, and staff to integrate practice development skills into a team approach to client service and new business development + Lead client meetings and… more
- Wipfli LLP (Loveland, CO)
- …is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending ... on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Responsibilities: + Audit… more
- Wipfli LLP (Clayton, MO)
- …+ Prepare and analyze benchmarking data and key performance indicators to support client insights. + Present completed reporting packages and findings to clients as ... Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms. + Provide technical accounting support to clients and their… more
- Wipfli LLP (Denver, CO)
- …and provide conclusions about estate matters. + Responding to internal and external client and firm associate requests in a timely, accurate, positive and ... location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be… more
- M&T Bank (Buffalo, NY)
- …of various Bank resources to facilitate client service delivery and expand client relationships. + Serve as a support associate to assigned Investment ... **Department Description:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment… more
- Mizuho Corporate Bank (Houston, TX)
- …of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and ... Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's … more
- Regions Bank (Coral Gables, FL)
- …the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments ... utilizing unbiased, consultative advisory approaches and sound...opportunities + Acquires the largest and most complex new client relationships and expands services to existing clients to… more
- Wipfli LLP (Naperville, IL)
- …metrics. + Assist with finalization of month-end close. + Maintain and update client procedure manuals as directed to ensure proper documentation. + Prepare and/or ... Assist in estimating and managing work assignments of accountants to meet client needs and budget constraints. Knowledge, Skills and Abilities Qualifications: +… more