- University of Colorado (Colorado Springs, CO)
- …advisement and support of student club and organization event planning and travel processes. Additionally, the position supports the ongoing supervision of the ... and procedures. + Oversee and execute the student club and organization travel process, including associated forms, club meetings, involvement of campus partners,… more
- Florida Atlantic University (Boca Raton, FL)
- …and organizational support. Summary of Responsibilities: + Act as an assistant advisor for walk-in/call-in students to assist the professional advising staff with ... + Determine if there is a genuine advising emergency; refer to the advisor with appropriate information to facilitate assistance to the student. + Participate in… more
- HUB International (Providence, RI)
- …annuity distribution space. We believe that acting as a fiduciary to the Advisor and policy holder, providing service excellence and being passionate about what we ... prospecting call campaigns provided by BSMG. + Maintain regular contact with top producers and prospective top producers and...producers and centers of influence as a consultative, trusted advisor instead of a product vendor. + Superior customer… more
- H&R Block (New York, NY)
- …and assisting with MyBlock creation. Tax Planning & Consultations + First point of contact for financial advisor inquiries and syncing for additional services. + ... keen assessment skills to ensure proper selection of Tax Advisor match with new client, primary lead on reporting...client experience. This role is the first point of contact for all RIA referred clients to H&R Block.… more
- US Foods (Twinsburg, OH)
- …DUTIES & RESPONSIBILITIES:** **Own the execution of Area finance strategy** + Advisor on long-term business financial and strategic planning to the Area President ... the future of the business **Act as a trusted advisor for all things Finance** + Partner with Controller's...skills + Strong organization and prioritization skills + Limited travel as necessary Certifications/Training + N/A Licenses + N/A… more
- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management, ... wealth monthly/quarterly client-facing reporting. + Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes and… more
- Bob's Discount Furniture (Manchester, CT)
- …compliance initiatives. You will work closely with the Senior Customs Compliance Advisor and Director of Customs Compliance along with cross-functional partners to ... of the Director of Customs Compliance and Senior Customs Compliance Advisor . + Perform accurate classification, valuation and country of origin determinations… more
- Utilities Service, LLC (Washington, DC)
- …clients, cultivating high-value partnerships, and managing relationships from initial contact through successful project delivery. This position is ideal for ... we'd love to hear from you. **THIS IS A FULLY REMOTE OPPORTUNITY WITH 50% TRAVEL REQUIRED** **WHAT YOU WILL DO:** _Sales & Business Development_ + Manage all sales… more
- KeyBank (Chicago, IL)
- …**Job Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of core ... risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs;...as the Commercial Banking client "expert" and the primary contact for most client related matters + Drives a… more
- KeyBank (Columbus, OH)
- …SKILLS/EXPERIENCE.** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking products, ... risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients, and functions as...as the Commercial Banking client "expert" and the primary contact for most client related matters + Drives a… more