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The Senior Financial Analyst (SFA) will be responsible for providing support, analysis, & planning for our General Managers (GMs) and sales leaders to uncover new insights, increase efficiencies, and aide in providing strategic direction for overall operations.
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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Serves as a highly skilled manager responsible for managing the day-to-day operations of Patient Access for assigned region / multi-site environment, that includes all pre-service activities such as scheduling, pre-registration, financial clearance, patient payment.
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We are seeking a Senior Financial Analyst with 3-5 years of experience, preferably in Mergers & Acquisitions (M&A), data analysis, or investment banking, to join our team. The Senior Financial Analyst will report to the Director of Finance and will be instrumental in budgeting, forecasting, strategic planning, capital expenditure requests, and handling various ad hoc requests as they arise.
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POSITION SUMMARY: The Accounts Payable Coordinator is responsible for providing financial and administrative services in order to ensure effective, efficient and accurate financial and administrative operations.
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The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
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Reporting directly to our Institute Director, the Guest Services Coach collaborates closely with Educators, the Admissions & Financial Aid Team, and our student body to ensure smooth operations and a positive guest experience.
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We are seeking someone with a commercial insurance underwriting background vs a financial / loan / mortgage underwriter or all claims experience." Coordinates, collects, and processes self-insured pool member renewal updates including exposures, financial statements, warranties, MCP election forms, poor driver forms, etc.
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With $250.4 billion in assets, $28.2 billion in revenues, and more than $1.6 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.4 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions.
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The Senior Customer Service Representative/Underwriting Associate (SCSR) serves as the primary contact for our insurance agency clients and handles the placing of bond, crime, windstorm, flood, cyber and other insurance coverages in the standard insurance marketplace.
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Oversee and lead community relations and maximize financial literacy, community, and brand efforts. Establish key performance indicators (KPIs) and metrics to evaluate the performance and success of retail financial services products.
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Depending on your eligibility, options for part-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee life insurance; 401(k) with PNC match, pension and stock purchase plans; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
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At Zeal Credit Union, we are passionate about our members, and we work hard every day to help them achieve their financial goals. Represents the branch as appropriate in its relationships with members, sponsor organization(s), suppliers, other financial institutions, and similar groups.
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Atwell’ness: Medical (BC/BS), Dental (Delta), and Vision (VSP)Health Savings Account & Flex Spending Account optionsEmployer paid LTD, STD, and life insuranceMetlife Supplemental Benefits covering accident, hospitalization, and critical illnessMember Assistance Program (MAP) with complimentary counseling sessions, legal benefits, financial consultations, and work/life referral services.
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Conduct thorough discovery to understand family dynamics, goals and objectives and current financial situation, becoming the client's trusted relationship manager. Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
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financial job Title: senior manager Company: Fiserv in Franklin, MI
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