- BMO Financial Group (New York, NY)
- …and related regulations) + Creates pitch books for clients with respect to financial solutions and participates in client presentations + Generates updated ... appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables + Understands… more
- CIBC (Driftwood, PA)
- …Personal and Business Banking Team, you'll build and grow a dedicated client portfolio through relationship management, financial services support, and ... exceptional client service. As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single point of contact for your clients and… more
- Robert Half Finance & Accounting (Syracuse, NY)
- …with a Syracuse area client of his that has a remote Senior Financial Analyst hiring need. This healthcare consulting company has been rapidly growing and this ... exposure in a collaborative, mission-driven environment. Position Overview: The Senior Financial Analyst will support client engagements and internal … more
- WTW (Arlington, VA)
- …Expands knowledge of varying client complexity by working across different client profiles + Leads clients' financial /actuarial engagements for a portfolio ... **Description** As a Healthcare Financial /Actuarial Associate Director you will be a key...including medical, dental, life, disability, etc. In partnership with Client Service colleagues, you will communicate FAA concepts, strategies… more
- Columbia Bank (Eugene, OR)
- …asset management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth ... based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives. + Achieve client satisfaction and… more
- PNC (Birmingham, AL)
- …Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. ... your support team, our Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client 's unique needs and aspirations.… more
- Conduent (Ocoee, FL)
- …responsibilities include other Conduent F&A functions as noted below. **Responsibilities** Client Financial Operations: + Direct, manage, and mentor staff ... of annual SOC audit. + Oversee and assist all Financial Audits for internal QA department, Client , and/or External Audit groups. + Work with direct reports… more
- KeyBank (Buffalo, NY)
- …primary client advisor, developing and implementing strategies based on the client 's financial goals, and coordinating with the extended KPB relationship ... banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates,...that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory… more
- KeyBank (Salt Lake City, UT)
- …primary client advisor developing and implementing strategies based on the client 's financial goals, and by coordinating with the extended KPB relationship ... banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates,...that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory… more
- KeyBank (Albany, NY)
- …primary client advisor, developing and implementing strategies based on the client 's financial goals, and coordinating with the extended KPB relationship ... banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates,...that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory… more