- Thrivent Financial (Minneapolis, MN)
- …our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our ... positive language as you gather relevant information. We are passionate about the client experience. While Average Handle Time (AHT) is measured, we focus on quality… more
- Grant Thornton (Boston, MA)
- …CFI services help companies understand the value of complex financial instruments including: + Derivatives and hedge instruments + Market-based and ... Grant Thornton's Complex Financial Instruments (CFI) professionals analyze and value complex...and Responsibility. Your day-to-day may include: As a CFI Associate your primary responsibility will be executing high quality… more
- Raymond James Financial, Inc. (Southfield, MI)
- …School Diploma or equivalent required. + 2+ years of experience in customer service , office administration, or financial services preferred. **Why** ... needed. + Contribute to a culture of continuous improvement and client -first service . **What You Bring** + Strong communication skills-both written and verbal.… more
- JPMorgan Chase (Columbus, OH)
- …retail investors in every major market throughout the world. As an Internal Client Advisor Retirement Plan Specialist within the Chase Middle Market Banking team, ... part of a team that provides comprehensive recordkeeping and retirement plan services to private sector defined contribution retirement plans for small to mid-sized… more
- World Insurance Associates, LLC. (Anderson, SC)
- Company Overview World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower ... their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of...Position Summary Works independently, to provide support to lead service and/or Client Advisors, by following established… more
- Thrivent Financial (Faribault, MN)
- …needed + Counsel and advise prospective and current client on suitable financial products and investment advisory services + Open and complete product ... providing appropriate investment advice (eg conducting due diligence, etc.) + Obtain client financial and/or suitability information + Accepting and/or entering… more
- WTW (Chicago, IL)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... **Description** As a Healthcare Financial /Actuarial Senior Associate you will be...deadlines. + Partner with Global Delivery Centers and Client Service teams to deliver superior project… more
- US Bank (Portland, OR)
- …Day One. **Job Description** Provides sales, processing, operational, administrative and customer service support to Financial Advisors (FA) of US Bancorp ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …can contribute to the excellence of our academic community. **Description** The Associate Director of Financial Aid and Admissions oversees Candler's scholarship ... maintaining student financial records with a priority on confidentiality. The Associate Director works closely with the University's Office of Financial Aid… more
- EAB (Richmond, VA)
- …awards. For more information, visit our Careers page. The Role in Brief: Associate Principal, Financial Aid Optimization Our Financial Aid Optimization ... client colleges and universities across the country. The Associate Principal position works closely with a data analyst...to help clients formulate the best strategic uses of financial aid to achieve their enrollment goals. This position… more