- BMO Financial Group (Chicago, IL)
- …and other client coverage teams to deliver the optimal solution to the client or prospect. + Analyze financial , company, and industry data to determine the ... collaboration, and problem-solving skills. + Demonstrated ability to analyze and interpret financial and operational data to identify client opportunities and… more
- City National Bank (Los Angeles, CA)
- …IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS Investment Advisory Program and client ... client relationships by introducing and cross selling other financial products and services. Must be able to communicate...of the Program accounts. * Provide back-up support for client inquiries when Financial Advisors are unavailable… more
- AON (Charleston, SC)
- …in ET or CT) Are you ready to lead a team in delivering exceptional client management and financial solutions? Do you have the expertise in captive insurance ... succeed. What the day will look like + Oversee the financial reporting for a portfolio of client accounts and serving as the primary contact for individuals from… more
- Cushman & Wakefield (New York, NY)
- …The primary objective of the position is to maximize the value of the client 's assets; achieving the operational and financial goals and objectives by ... expectations are met. + Maintaining effective relationships with key client contacts. + Develop financial plans and...relationships with key client contacts. + Develop financial plans and specific goals for cost control/reduction and… more
- AON (Burlington, VT)
- Are you ready to lead a team in delivering exceptional client management and financial solutions? Do you have the expertise in captive insurance or similar ... succeed. What the day will look like: + Oversee the financial reporting for a portfolio of client accounts and serving as the primary contact for individuals… more
- Bank of America (Houston, TX)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure...+ Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory… more
- BMO Financial Group (San Lorenzo, CA)
- …and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that ... expertise, technology and resources. + Acts as the primary client contact to uncover financial needs and...as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with… more
- WTW (Cincinnati, OH)
- …provides excellent opportunities to grow your pharmacy and broader health and benefits financial acumen and client management skills by working on cutting edge ... **Description** The Associate Director works within the Financial , Actuarial and Analytics (FAA) team and closely...toward becoming a thought leader of the future. Your client assignments will draw on your imagination and creativity… more
- Rock Family of Companies (OH)
- …or refinance process and how to better manage their mortgage + Evaluate client financial status and documents including their credit, employment, income, assets ... obtain real estate financing that meets their personal and financial goals + Represent the Rocket brand in various...loan process from application to closing including resolving any client concerns + Provide every referral source and … more
- Robert Half Finance & Accounting (Santa Barbara, CA)
- …* Utilize software tools like QuickBooks, QuickBooks Online, and Sage to manage client accounts. * Analyze client financial documents, identifying and ... collaborate with clients to ensure compliance and accuracy in their financial matters. Responsibilities: * Prepare tax returns for individuals, corporations,… more