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Draft high risk customer profile assessments inclusive of Enhanced Due Diligence (EDD) of customer transaction activity, open source information (OSI) research, and use of financial products or services.
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This individual conducts department meetings and pre-shifts to maintain open communication with colleagues and is responsible for conducting a departmental monthly financial review with Director of Events.
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The Program Coordinator in the Customer Support Division's Billing & Financial Analytics section will manage a team focused on account billing and receivables for the department's 283,000 water/sewer utility customers and use statistical data analysis to enhance services, improve business operations, and increase customer satisfaction.
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Senior Customer Success Manager - Financial Services. Ernest is currently in search of a B2B Outside Sales Rep (Client Relationship Manager) for our division located in Vista, CA. This is a full time position that offers a competitive base salary, plus commission, along with benefits.
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Cetera Financial Group, a network of RIAs and independent broker/dealers overseeing some $665 billion in cumulative client assets, has pulled a new head of corporate development from Avantax, the $84 billion, tax-focused wealth management firmit bought last year.
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Consult and support the Clinical Social Worker in providing the necessary crisis intervention, student/family intervention, home visits, absenteeism monitor/truancy, high risk screening, brief counseling, referring for financial or other identified resource needs, arrange and facilitating student/family representative meetings with appropriate agencies or community resources when high risk students/individuals are identified.
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Headquartered in San Diego and with employees across the globe, Seismic is the global leader in sales enablement , backed by firms such as Permira, Ameriprise Financial, EDBI, Lightspeed Venture Partners, and T. Rowe Price.
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As one of the nation’s leading registered investment advisor firms, we support your growth with a collaborative client-first culture and expertise across financial disciplines such as financial planning, investment management, business planning, tax and estate planning.
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Working with Director of Finance and Chief Financial Officer (CFO) to manage seasonal borrowing. Direct treasury management functions include daily cash balance analysis and maintenance, oversight of Trust activities, and compliance with any Firm financial covenants.
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As the Senior Financial Analyst, you will help drive and support the development of financial modeling tools, and related planning, reporting, and analysis across the research project portfolio.
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Ascent is a leading provider of innovative financial products and student support services that enable more students to access education and achieve academic and economic success. Ascent offers financial wellness education, student success services, and one-on-one and digital career coaching that put students' academic and professional goals within reach.
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Assists the Chief Financial Officer, Controller, and Human Resources Department by compiling financial information for budgetary and labor relations purposes. MAAC By-laws: Section 11: Conflict of Interest: Board members shall (1) not have a financial conflict with the agency; (2) not receive compensation for serving on the board; (3) and not be employed by the agency (including ex-officious members) as well as have his/her immediate family work as an employee of the corporation.
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As a Clinic Manager, the Certified Prosthetist/Orthotist is also responsible for managing clinical operations of practice employees including practitioners, technicians and administrative staff to achieve financial and clinical goals.
$90,000 - $130,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As a Financial Planner, you will play a crucial role in creating and maintaining financial plans for our Wealth Advisor team. Certified Financial Planner (CFP) designation. Certified Financial Planner (CFP) designation.
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Responsible for development and reporting of all Program Non-Labor financial information, estimates at completion, earned value, cash flow projections, foreign currency projections, status to Key Performance Indicators, approval of service/milestone invoices, material procurement status, and proposal costs.
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