- Aegon Asset Management (FL)
- …These include 1) World Financial Group, including Transamerica Financial Advisors, 2 ) Protection Solutions and Savings & Investments, comprised of life insurance, ... on-site support, educational and advisory services for a major client at one or more locations. Ensures that overall...63 or obtain within six months. + Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or… more
- Aristotle Capital Management (Newport Beach, CA)
- …requested; ensure accuracy and reasonableness of output. + Provide support to Aristotle's client service , sales, and marketing teams by responding to client ... through a culture focused on research, investment management and client success. What You'll Do The Senior Associate...Respond to inquiries in a timely manner, providing exceptional client service to all internal and external… more
- Hawaiian Electric (Honolulu, HI)
- Associate General Counsel or Senior Associate General Counsel (Litigation & Regulatory) - Oahu Date:Sep 12, 2025 Location: Honolulu, Hawaii (HI), US, 96813 ... vacancy available. (Role: Manager) This posting seeks to fill at either the Associate General Counsel or Senior Associate General Counsel (Litigation &… more
- City National Bank (New York, NY)
- *RELATIONSHIP MANAGER ASSOCIATE -STRUCTURED FINANCE* WHAT IS THE OPPORTUNITY? Develops and manages relationships with asset managers, private equity funds, credit ... and sponsor-backed companies. Provides tailored financing solutions to meet client needs, including subscription lines, asset leverage facilities, leveraged credit… more
- PNC (Irvine, CA)
- …have an opportunity to contribute to the company's success. As a Portfolio Associate - PNC Institutional Asset Management (IAM) organization, you will be based in ... performed remotely, at the manager's discretion. As a Portfolio Associate at PNC, you will play a key role...the team to provide a wide range of investment, client reporting, administrative, and sales support. Tasks include: *… more
- Thrivent Financial (Bellevue, WA)
- …+ Make follow-up calls that require licensing as requested by advisory team or Customer Service Coordinator + Respond to client emails or phone calls: + Assess ... building a sense of "community" with and among clients and prospects. The Associate Advisor reports to and is employed/contracted by the Lead Advisor. Thrivent… more
- Kestra Financial (Palo Alto, CA)
- …finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and ... developing prospects. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a… more
- Grant Thornton (New York, NY)
- …in a rapidly growing, fast-paced, interactive, results-based team environment + Exceptional client service and communication skills with a demonstrated ability ... As a Real Estate & Construction Advisory Senior Associate , you will have the opportunity to grow...propose recommended controls to address identified gaps + Run client engagements from start to finish, including planning, organizing,… more
- WTW (Nashville, TN)
- …to support client decisions. + Partners with Global Delivery Centers and Client Service teams to deliver superior project management. + Learn to communicate ... **Description** As a Healthcare Financial/Actuarial Associate you will contribute to a wide variety...quality deliverables on time and within budget. + Strong client service orientation and ability to respond… more
- WTW (New York, NY)
- …to support client decisions. + Partners with Global Delivery Centers and Client Service teams to deliver superior project management. + Learn to communicate ... **Description** As a Healthcare Financial/Actuarial Associate you will contribute to a wide variety...quality deliverables on time and within budget. + Strong client service orientation and ability to respond… more