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Ranked one of the top 100 top RIAs by Barron’s & Forbes and headquartered in Parsippany, New Jersey with several regional offices across the country, Summit Financial LLC is a ~$10 billion independent advisory firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years.
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Report to the Chief Investment Officer and other management personnel as required/requested for the completion of various investment-related tasks. Northeast Private Client Group is a boutique financial services advisory firm.
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What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact.
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We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. The Commercial Lines Account Manager will play an integral role in driving our mission to deliver excellence in client management and retention.
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Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
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Demonstrates intimate abilities and/or a proven record of success as a team leader, leading practices in the following areas:Month End Consolidation, SEC and Statutory Reporting; Financial Master Data Management; and,Account Reconciliations.
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Must possess a comprehensive knowledge of revenue cycle functions and systems and minimum of three (3) years of experience within the area of revenue management, specifically experience with Account Billing and Follow-up or other functions related to revenue cycle activities.
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The position involves working with operations support staff utilizing professional competence in areas relating to financial management, people management, account development, and account operations.
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In collaboration with Clinical Account Executives, discuss with clients any potential utilization management programs under evaluation to ensure that all modeling and requirements of these programs are accurately represented and in alignment with Pharmaceutical rebate contract.
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FM Global helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk management skills and support services; tailored risk transfer capabilities; and superior financial strength.
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Be highly responsive in managing all communications with customers, specifically Account Managers, Executive Account Managers, Area Business Managers, Corporate Accounts Teams, Retail Teams, Professional Services Veterinarian Teams, Distribution Teams, and Senior Management.
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Serve as primary point of contact for the client on the trust account relationship with little or no supervision; communicate regularly with the client on all trust matters and support overall trust administration management.
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Protecting FM Global's assets through effective use of company underwriting programs and adherence to published guidelines, including but not limited to risk transfer and line-setting techniques, judicious purchase of reinsurance, timely issuance of binders and policies, catastrophe aggregate analysis, maximum foreseeable loss development, and cross liability management.
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Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
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The Account/Client Services Manager Sr is responsible for providing highly advanced account management representation and strategic planning for major accounts and serves as a lead for assigned accounts and unit.
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account management financial jobs in Parsippany, NJ
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