- CIBC (Chicago, IL)
- … profitability and pricing strategies + Work and interact with experienced financial services professionals **Who you are** + College degree/pursuing college ... Regular **Weekly Hours** 40 **Skills** Banking, Business Development, Business Opportunities, Client Service , Customer Experience (CX), Finance, Microsoft Excel,… more
- Kestra Financial (Hartford, CT)
- Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are ... looking for someone to help manage daily financial planning and service the needs of...your career to focus on providing the most excellent client experience. Requirements . Minimum 3-5 years of experience… more
- JPMorgan Chase (New York, NY)
- …our products to their launch. As a Senior Market and Product Expansion Associate on the Kinexys Execution team, you contribute significantly to your team's success ... partners across the bank. You will play a critical role in executing financial processes, analysis, reporting, and assisting with budget planning. This position is… more
- First National Bank of Omaha (Dekalb, IL)
- …channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. **About This ... sophisticated investment needs Meets regularly with clients to assess client financial situation to determine investment objectives...+ 3 years of experience in the investment or financial services industry. + FINRA Series 7… more
- VCA Animal Hospitals (Tustin, CA)
- …patients and providing those pet parents over the phone with a financial update. ESSENTIAL FUNCTIONS: * Customer service functions, including: greeting ... in the back office would be best. As a financial CSR, your duties will include creating an estimate...based on the doctor's recommendations. * Answering questions regarding services and cost * Managing medical records, charts, reports… more
- Insight Global (New York, NY)
- … and Manager levels to lead the delivery of recurring accounting and reporting services across multiple client engagements. This role offers the opportunity to ... We're looking for a strong background supporting clients in a managed service , shared services , or outsourced accounting/Finance environment that have a… more
- Williams Adley (Washington, DC)
- …secure and safeguard government Information Technology infrastructure and information assets. The Associate II also participates in audits of financial systems ... to collect, process, maintain, and report accurate, reliable, and complete financial information. The Associate II shall also participate in vulnerability… more
- Citigroup (Jacksonville, FL)
- …with transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, ... The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal… more
- IQVIA (Wayne, PA)
- ** Associate Director, Clinical Trial Payments (CTP) Forecasting Services ** Location: Remote, candidates must be US-based. Works in close collaboration with the ... future business requirements. Assist in managing end to end Investigator Payments forecasting service . This role will work with client facing personnel - CSLs… more
- RELX INC (Dayton, OH)
- …fair results for their clients; businesses and governments prevent fraud; consumers access financial services and get fair prices on insurance; and customers ... and grow revenue through the sale of LexisNexis products, services , and content. You will sell to both prospects...and business information online with its Lexis(R) and Nexis(R) services . US National Base Pay Range: $43,700 - $72,900.… more