- Raymond James Financial, Inc. (New York, NY)
- …clients and provide advanced support to assigned Institutional Equity Specialist . Maintains contact with Institutional Investors (clients) to, among other ... + Responds to inquiries from institutional investors about the department's investment philosophies, products and services. + Generates new sales ideas and… more
- Truist (Raleigh, NC)
- …activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or ... prospect goals and objectives. Utilize other specialist where appropriate. 2. Proactively engage with clients to deliver all non- investment and banking aspects… more
- The Michaels Organization (GA)
- …estate offering full-service capabilities in development, property management, construction, and investment . At Michaels, our teammates strive to fulfill our promise ... The Community Manager will oversee all day-to-day operations, to include accounting , collections, customer service and staff management. This is a full-time… more
- EMCOR Group (Aurora, IL)
- …every project in order to develop repeat customers, maximize return on investment , and provide professional growth opportunities for people in the organization. ... confidentiality of customer and employer information + Utilize AS400/Trueline accounting system to pull work order numbers, enter agreements,...are to be reviewed and submitted to the Billing Specialist within one week of the service + Review… more
- EMCOR Group (Boise, ID)
- …every project in order to develop repeat customers, maximize return on investment , and provide professional growth opportunities for people in the organization. ... inspection, billing preparation, information verification and retention processes. + Utilize accounting system to retrieve work order numbers. + Leverage Building… more
- UMB Bank (Kansas City, MO)
- …regulatory agency Currently hold or actively pursuing Certified Fiduciary and Investment Risk Specialist (CFIRS) designation **Compensation Range:** $51,480.00 - ... if you have:** + Associate degree or equivalent in Accounting , Finance or Business Administration (w/ strong emphasis in..., Finance or Business Administration (w/ strong emphasis in Accounting or Finance) or 2 years compliance, audit or… more
- KeyBank (Dallas, TX)
- …administration, economics, or Real Estate. + 3+ years of experience in finance, accounting , real estate, investment banking or consulting including Real Estate ... Housing Mortgage Bankers to pitch various execution options. Act as a product specialist across an array of affordable housing products including Fannie Mae, Freddie… more
- CBRE (Raleigh, NC)
- …research, financial analysis, and data analytics to support real estate investment decisions. + **Training and Development Specialist :** Military personnel ... 226199 Posted 23-Jun-2025 Role type Full-time Areas of Interest Accounting /Finance, Administrative, Building Management, Customer Service, Engineering/Maintenance Location(s) Cary… more
- Citigroup (New York, NY)
- …seeks a Banker for its New York, New York location. Duties: Plan investment strategies and solutions for major market clients in coordination with the Institutional ... Bachelor's degree, or foreign equivalent, in Business Administration, Physics, Finance, Accounting or related quantitative field and 5 years of progressively… more
- Minnesota State (Mankato, MN)
- …**Institution:** Minnesota State University, Mankato **Classification Title:** Customer Svcs Specialist Sr **Bargaining Unit / Union:** 206: AFSCME - Clerical ... on the phone, in person and online to provide effective general and specialist office support (this requires common courtesy, tact, interest in positive problem… more