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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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Engage in the treasury operations of companies within the Americas, emphasizing domestic and foreign currency management, revenue and expenditure settlements, account management, trade financing, internal loans, bank loans, investment and wealth management, foreign exchange settlements, and other treasury-related tasks.
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Personal Lines with High Net Worth Account/Client Management experience. Familiarity with major markets, such as AIG, Chubb/ACE, PURE and Cincinnati Financial. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
$73,000 - $137,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Cultivate sales relationships within the alliance, focused on dev/platform components of Google Cloud as a hyperscaler; connect and enable sales relationships between assigned KPMG Financial Services Line of Business (Banking, Capital Markets, Insurance) teams (and/or account cluster) and sales alliance contacts.
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Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Basic understanding of telecom or data center construction project management best practices is required.
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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.
$45,000 - $50,000 a yearFull-timeExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
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Increase your knowledge and understanding of PBM operations, Rx Solutions financial and clinical models, build strategic relationships within the PBM and broker/consulting industry as well as gain experience in coalition management within the benefit consulting industry.
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Reporting to the Assistant Treasurer, the Senior Analyst, Treasury, Debt & Risk Management performs hands-on, day to day management of these and other financial functions, including managing post issuance bond compliance, merchant banking account administration, cash management, data collection for ratings agencies and other constituencies, management of university insurance policies and budget development for the finance division and other institutional areas.
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Ability to review and interpret binders, reinsurance and financial agreements on each assigned program. Ensure adequate ground up reserves of the TPA's claim file and maintain current diaries to ensure effective claim management.
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Duties and Responsibilities: Accounts payable, accounts receivable, petty cash, resident funds and cash receipts Process Management of Deposits Verify all billing and financial data for new admissions Private Pay Collections Medicaid Application Assistance Payment Processing Accounts Receivable Monitoring and Analysis Refund Processing Management, Control and Reconciliation of the Residents Needs Account Complete required documentation and paper work for Department of Social Services.
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In addition to managing the account team and ensuring timely, and high-quality deliverables, you will also be responsible for the financial management of yours accounts/projects, including budgeting, forecasting, and fee reconciliation.
$120,000 - $155,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Data Entry of Supplier and Contract Information (Such as Contractual And Financial Data) Into Gilead Systems. Management Of MSA's, WO's, CO's, LOA's, LOI, CDA's and Other Contracts For The Contract Research Organizations (Cros.
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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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Must have five plus consecutive years of food service experience in a high volume and multi-unit management environment with a strong P&L/Fee background and has had previous success managing a prestigious account.
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Be technically competent in unit financial management, pricing, menu development and will be responsible for the training and development of front-line hourly employees and managers. Have strong experience leading food operations in a complex, high volume with strong financial experience.
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account management financial jobs in Pine Brook, NJ
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