- Bank of America (Lake Mary, FL)
- …basis, support office initiatives, in addition to the businesses of a particular Financial Advisor . For established clients, the Client Associate will often ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Compass Group, North America (Redmond, WA)
- …This leader is accountable for programmatic consistency, change management, and financial outcomes across multiple locations. In parallel, they serve as a ... trusted advisor and point of escalation for executive clients -...service delivery frameworks. + Provide strategic oversight for budgeting, financial performance, inventory management, and business reviews. + Guide… more
- Huntington National Bank (Fort Mitchell, KY)
- …problems with accounts. + Works directly with the client and/or relationship manager to obtain financial information or other documentation needed for new ... HFA Service Specialists II provides client relationship building partnerships with Advisor (s) and is responsible for the day-to-day activities and interaction… more
- Blue Cross and Blue Shield of Louisiana (Baton Rouge, LA)
- …This role does not manage people + This role reports to this job: MANAGER , PROVIDER REIMBURSEMENT + Necessary Contacts: In order to effectively fulfill this position ... functions including billing, coding, Medicare or statistical analysis of financial information is required + Provider contract analysis and/or reimbursement… more
- City National Bank (New York, NY)
- …daily Outstanding Actions Report. * Maintain database that houses all client, Financial Advisor , and partner firm contact information including the processing ... inquiries and escalates as appropriate *The Responsibilities* * Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams… more
- Stanford University (Stanford, CA)
- …funding opportunities, or other specialty area. Activate C‑suite, investment manager , institutional investor, advisor , and regulator relationships to ... combination of relevant education, training, and/or experience. For jobs with financial responsibilities, experience managing a budget and developing financial … more
- Intuit (Mountain View, CA)
- …and bankers to inform the strategy of the company. Intuit is the global financial technology platform that powers prosperity for the people and communities we serve, ... more money in their pockets, save time, and gain confidence in their financial decisions. **Responsibilities** Role Reporting to the SVP and Head of Corporate… more
- EMCOR Group (Tampa, FL)
- …new & potential service agreement customers as designed by the General Manager and Sales Director, fostering strong relationships and identifying opportunities for ... * Collaborate with internal teams (eg, project management, accounting, Commercial Sales Advisor ) to ensure seamless client onboarding and service delivery. * Track… more
- El Paso County (Colorado Springs, CO)
- …functions; reviews and inspects construction, preliminary and final release of financial assurances, and acceptance of improvements with the Public right-of-way and ... services, and stormwater. + Consults with and serves as technical advisor to staff, other County Departments, contractors, developers, engineers, and consultants… more
- Memorial Sloan-Kettering Cancer Center (New York, NY)
- …on team and organizational needs. + Partner with hiring managers as a trusted advisor , using data and storytelling to help them make well informed hiring decisions. ... success! _*_ _S_ _uccess in this role means building strong hiring manager trust, driving consistent process alignment, and delivering great candidate experiences… more
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