Client Processing Applies expertise and judgement in providing quality, and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner. Performs complex operationa

Client Processing Applies expertise and judgement in providing quality, and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner. Performs complex operationa

Handle inbound and outbound calls via 800 lines with multi product portfolio both Life and Disability products as well and Property and Casualty products. Develop Strong expertise in the umbrella programs Support PLUS processing, develop team expertise and support customer escalations Deliver Life Trust annual renewal in September and PLUS annual renewal each November PLU

RAND is seeking a Research Finance Administrator I to manage the daily financial activities within Research & Analysis, Global and Emerging Risks (GER), Diversity, Equity and Inclusion (DEI), as well as other non research departments. This may include research project and overhead budgeting, tracking, and monitoring financial data, participation in business planning, appr

Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities. Why Colliers? Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our nimble, decentralize

Assists in the daily function of the satellite office by providing customer service. Responsible for the processing of all paperwork relating to customer accounts for delivery to main office. Maintains files at satellite office. Provides secretarial and receptionist services to the Financial Advisor, greeting all visitors to the satellite office, including customers, pros

Manage strategic relationships as lead strategist for NRGs most valued managed product clients up to 30 key customers and over 2 million annual MWhs and/or 4 million annual Dth Provide world class levels of customer service resulting in customer retention and renewal business, resulting in renewal net margin of $5 10M/year Synthesize customer commodity and non commodity s

The ideal Director of FP&A will be a hard working and motivated individual with a strong analytical and problem solving background to complement our growing FP&A team. The primary focus of the Director of FP&A is to partner with business leaders across the organization to analyze business performance and provide actionable insights to help drive organizational strategy. T

Client Processing Serves as a lead for the day to day operations of a small to medium sized client processing support team, providing work direction and technical assistance on complex matters. Serves as the primary point of contact for clients and assists in communicating needs and issues internally with operating areas and externally with clients. Participates in proces

FuturePlan is the nation's largest third party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds high touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined t

Financial Advisor Job Locations US PA Philadelphia Requisition ID 2024 20284 Location Name Frankford County Philadelphia Position Type (Portal Searching) Full Time FLSA Status Exempt Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins

$500 Sign on Bonus Financial Aid Advisor Job Locations US PA Exton ID 2024 5665 Type Full Time Overview $500 Sign on Bonus The Financial Aid Advisor delivers on our commitment of Service Excellence by building rapport, delivering clear and accurate information, offering effective solutions, and maintaining contact with students, their families and other influencers as the

The Investment Product Consultant, a key member of the Solutions distribution team, will be responsible for supporting Envestnet sales organization expand PMC revenue through the promotion and bundling of PMC investment solutions and service. This role will support a regional sales team in an effort to promote and distribute the array of PMC / QRG products and services in

Under the general supervision of the PCOM Chief Student Services Officer, this position plays a pivotal role in the efficient and effective administration of financial aid programs at the college. Responsibilities include assisting in the management of federal, state, institutional, and private aid programs for both current and prospective students. Additionally, the incu

Manage and oversee the forecasting, and long range financial planning processes Develop and maintain complex financial models to support decision making across the organization Analyze financial data to identify trends, risks, and opportunities for growth Collaborate with cross functional teams to ensure alignment of financial plans with strategic objectives Drive improve