- HUB International (Metairie, LA)
- …and build good working relationships. + Uses Benefit Point to document and assign all client service issues and key steps in the renewal process + Ensures that ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over...to manage the menu of benefit options that the client offers to its employees. BCs partner with clients… more
- UMB Bank (Rockford, IL)
- …, you will lead a highly integrated team-based approach working to ensure the client 's priorities are at the center of every action. The Sr. Wealth Advisor works ... closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the … more
- Wells Fargo (San Francisco, CA)
- …with infrastructure-related projects to improve Wells Fargo Trust's business operations, client service , and risk management. + Independently communicate with ... guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty… more
- UMB Bank (Kansas City, MO)
- …+ Possess industry knowledge of trends, products, technology, and competition + Maintain a client book of business + Execute an ongoing proactive client contact ... demonstrate extensive knowledge of Trust & Bank products & services (ie Investments , Insurance, Brokerage, Private Banking, & Retirement Planning) + You demonstrate… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships,… more
- Akin Gump Strauss Hauer & Feld LLP (Dallas, TX)
- …+ Strong service orientation + Commitment to maintaining confidentiality of client and office information and adhering to the Firm's Core Values + Commitment ... Middle East. We are currently seeking a Legal Secretary to support the Investment Funds practice, reporting to the Dallas Office Administrator. The role will reside… more
- Robert Half (Chicago, IL)
- …You excel at identifying opportunities to integrate product solutions and resources to improve client service capabilities. + You have interest in working with a ... the latest tools and methods. You'll develop lasting relationships with client personnel and further these relationships through quality product delivery. You'll… more
- Atlantic Health System (Morris Plains, NJ)
- …or provide case management. Include, but are not limited to: + Complete client care assignments as prescribed by ordering physician. + Participate in the ... coordination of client discharge process. + Attend and participate in company...and third party reimbursement. + Excellent communication, documentation, customer service , organizational, prioritizing, and critical thinking skills. + Clean… more
- Compass Group, North America (Charlotte, NC)
- …insights they need to optimize building performance and our clients' technology investment . Our trusted AV operations teams are among the most experienced and ... we build relationships. Whether it's your relationship with a client , or the relationship of a technology system to...role is to provide multi-site management of the hospitality service they are overseeing. Managers are by nature managing… more
- JPMorgan Chase (Charlotte, NC)
- …for JP Morgan Chase Clients from around the world. As a Product Implementation Associate within the Commercial & Investment Bank, you will be responsible for ... and maintain strong relationships with key partners in Relationship Management, Sales, Service , Operations and Product Management + Manage client and partner… more