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Set client financial review visits based on client service level agreement & prepare follow up meetings based on needs. Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities and Summit Brokerage Services.
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Interact with clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.
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Supporting client Legal and Indirect Procurement Shared Services (IPSS) Contracts with the development and execution of contractual documents including Non-Disclosure Agreements, Statement of Work, Master Services Agreements, SaaS Agreements, Software License Agreements, Services Agreements, and other contracts as necessary to support Procurement and business needs.
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Through its relationship with CUSO Financial Services, L. P. (CFS) Spokane Teachers Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Pasco, WA area.
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Support for Titans at all stages of life: Parental leave and support, up to $20k in adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.
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Plant Accountant Manager Location: Dubuque, Iowa Compensation: Up to $105,000 / year + bonus opportunity Direct Hire Sedona is partnering with a local Dubuque manufacturing company looking to add a Plant Accounting Manager to their internal team.
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Must have 1 year of combined experience within financial services compliance practices, including monitoring and testing, as required by the SEC, CFTC, FINRA, NFA, OCC and/or other related regulatory bodies.
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Client Services Assistant (Administrative Support Assistant II), Financial Aid California State University, San Bernardino Job No: 540136 Work type: Staff Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Administrative, Probationary, Full Time, On-site (work in-person at business location) Job Summary: The Client Services Assistant is responsible for the day-to-day customer service functions of the Office of Financial Aid and Scholarships customer service area.
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Job Description Client Engagement Manager Locations : New York, NY | Waltham, MA | Hybrid Get To Know The Team: The CEM is an integral role within the Global Deal Services Intralinks organization, nested within the larger Global Technical Sales organization.
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Analysts have extensive client interaction and prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, Family Office provides sophisticated solutions to streamline the intricate financial lives of ultra-high net worth families, through comprehensive coordination, advanced risk management, investment services and legacy preservation strategies.
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Educational Opportunity Program, Talent Search, Student Support Services, Admissions, Financial Aid, Housing, Career Services, and Academic Departments) to implement programs services for project participants.
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For the TWA Hotel at New York’s JFK Airport, MCR won the Development of the Year (Full Service) Award at The Americas Lodging Investment Summit (ALIS) , the Urban Land Institute New York Excellence in Hotel Development Award and the American Institute of Architects national Architecture Award, the highest honor given by the AIA.
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We seek a Client Engagement Manager that is ready to step up into a leadership role within an established and growing IT Consulting Practice. This will transpire through joint account planning, partner teaming (internal & external), on-site client interface/visits, engagement/solution development and implementation support/follow-up.
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My client is a reputable Financial Services organisation and they are looking for a Senior Identity and Access Management Security Analyst to join their innovative Security team and support the implementation of their Identity and Access Management delivery.
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Employee Incentives : Tuition reimbursement, employee referral program, year round employee events and community programs, discounts on Dish Network and HughesNet. Headquartered in Englewood, Colo., and conducting business around the globe, EchoStar is a pioneer in communications technologies through its Hughes Network Systems and EchoStar Satellite Services business segments.
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