- Coldstream Wealth Management (Kirkland, WA)
- …In 2023, we were excited to merge with Coldstream-an employee-owned, independently operated wealth management firm. Key Responsibilities: + Provide a great first ... communicate with diplomacy and tact, and handle confidential information responsibly. Keyword: Office Administrator From: Coldstream Wealth Management more
- S&P Global (Dallas, TX)
- …seeking an experienced and motivated associate to facilitate the daily management of client deliverables within the Enterprise Solutions - Compliance ... Services group. The individual will be responsible for managing client inquiries and client support for the...day-to-day deliverables to clients. Clients will primarily be capital management firms. + Perform routine reconciliation of key data… more
- HUB International (Omaha, NE)
- …of Microsoft Word, Outlook, Excel and PowerPoint, or other professional software (eg, Client management databases, Google Docs, etc.). + Ability to accommodate ... property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means… more
- Kiewit (Lone Tree, CO)
- …and Civil 3D on heavy civil infrastructure projects . Experience with CAD management , including the implementation of DOT or client -specific CAD standards on ... CAD Manager in our growing Digital Delivery and CAD Management group. You will be part of our rapidly...result in safe, cost-effective, and innovative designs that exceed client expectations and uphold Kiewit's legacy of excellence. At… more
- Robert Half Finance & Accounting (Santa Barbara, CA)
- …experience in operations management within a detail-focused services or wealth management firm. Strong knowledge of human resources practices, including ... office expenses, including supply orders and bank deposits. Mentor and support Associate Advisors and Client Service Administrators in their detail oriented… more
- First Horizon Bank (Memphis, TN)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... Ensure that Operations is a trusted partner in delivering a seamless client experience by assisting the banking centers with client inquiries… more
- Rational 360 (Washington, DC)
- …Advertising Associate will help execute the digital strategy for client accounts including acquisition and activation ads, education and persuasion ads, online ... In this role, you will collaborate with the digital advertising team and client teams to manage and execute digital advertising campaigns across platforms such as… more
- S&P Global (New York, NY)
- …**Grade Level (for internal use):** 08 **About the Role:** Product Service Associate , S&P ETF & Benchmarking Solutions (EBS) **The Team:** Asset managers, ... to deliver a best-in-class experience in product support, relationship management and customer communications. **Responsibilities and Impact:** The successful… more
- Columbia Bank (UT)
- …company objectives. + Ensures alignment of trust's initiatives with those of the Wealth Management Group and organization-wide strategies and goals. + Reports on ... of Columbia Trust Company. The Trust Market Manager has responsibility for the management of the trust administrative team and its assigned book of business, with… more
- SCI Shared Resources, LLC (Jacksonville, FL)
- Our associates celebrate lives. We celebrate our associates. Accountable for serving client families by making at need cemetery arrangements and selling pre-need ... levels to ensure productivity **Build Relationships with Families** + Responds to client inquiries in a timely, respectful, sensitive and professional manner +… more