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Reviews records or reports to ensure accurate disbursement list, obtains client approval, and forwards to appropriate departments for payment and disbursement. Provides administrative support to Client Services team; prepares correspondence, presentations, reports, and meeting notes for internal use or distribution to clients and/or vendors.
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Manages scale client-specific projects throughout the lifecycle including project kickoff, monitoring project progress, ensuring on-time delivery and timely invoicing. The Client Coordinator Intern will work hand in hand with experienced Client Services Managers and Directors and will learn to own owns client relationships and production needs from project inception through completion for various Fortune 500 brands small-scale clients.
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DEA's Portland, OR office is currently hiring for an experienced Water Resources Client Team Leader / Senior Project Manager in our Water and Environment Business Unit. DEA's Water Resources Group continues to grow in technical expertise and is looking for someone who can market these skills to current and potential clients.
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Provide basic backup support for Receptionist and Client Account Representative (CAR) department. Founded in 1923, Applied Industrial Technologies (NYSE: AIT) is a leading value-added distributor and technical solutions provider of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies.
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AVP, Private Equity Fund Accounting. The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. AVP, Private Equity Fund Accounting.
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We are currently seeking an Account Manager to join our growing Private Client Personal Lines Insurance team. You'll be servicing the day to day needs of our High Net Worth insureds and managing the executions of all aspects of the client renewal.
$75,000 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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Client Relations Representative - Remote Work BairesDev Boston, MA Full Time We are looking for a Client Relations Representative with proven experience and a passion for selling technology solutio.
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Are you a Certified Social Worker in Private or Independent Practice (CSW-PIP) in South Dakota looking to launch a private practice, or grow your existing practice? Licensure: You’re a fully licensed, Certified Social Worker in Private or Independent Practice (CSW-PIP) in SD.
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Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
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As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
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Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.
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The Financial Wellness Consultant (FWC) is a Banker who also conducts Teller transactions to build relationships, uncover opportunities and provide guidance and solutions to assist in client's financial wellness in person as well as through proactive calling efforts.
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Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies.
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The Enterprise HCM Client Account Executive is responsible for engaging current clients at the executive level to align Paylocity’s suite of solutions with company objectives with the goal of closing new and expanded sales agreements.
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Female client living in the SW Portland area in need of assistance 40 hours a week Monday- Friday 10am to 6pm. Care needs include: - Shower assist - Companionship/ activities - Hygiene reminders/ cueing -Transportation/ take client on outings -Stand by assist with ambulation -Light housework/ laundry -Meal prep/ cooking (can cook with client as an activity) United Homecare Services takes care of our caregivers.
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Title: private client banker Company: Jp Morgan Chase in Portland, OR
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