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Client Services Assistant (Administrative Support Assistant II), Financial Aid California State University, San Bernardino Job No: 540136 Work type: Staff Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Administrative, Probationary, Full Time, On-site (work in-person at business location) Job Summary: The Client Services Assistant is responsible for the day-to-day customer service functions of the Office of Financial Aid and Scholarships customer service area.
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Be willing to learn how to integrate financial models into no-code/low-code third party digital platforms (e.g. Workiva, ESG Book, One Stream)A key aspect of this will be to communicate the findings in a digestible way including developing client curiosity regarding how they start their journey to transitioning to a low carbon economy.
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Graduate or postgraduate-level, with 3-5 years of relevant professional experienceERM & CLIMATE CHANGEERM is a leading global provider of environmental, health, safety, risk, social consulting services and sustainability related services.
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At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Engage with clients to understand their financial goals and concerns.
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No, our platform is accessible through any standard web browser. Submit Your Application: No stringent qualifications needed. Many of our representatives have seen exponential career growth within Globe Life.
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NO C2C *Must be willing to work a Hybrid ScheduleData StewardTOP SKILLS(Must Haves):Experience working in the role of a data steward for minimum of 3 years, ideally for a medium to large financial services organization.
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We are urgently looking for a User Experience Designer Plano, TX. please go through with below JD & send me the matching profiles: Role : User Experience DesignerLocation : Plano, TX.Duration : 06 Months PlusVisa : Any End Client : Confidential till resume selectionRate : $60 - C2C (Till Remote)No of Req : 2 Job Description Looking for 10+ years of experience with Financial background of Enterprise client.
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As a Tax Senior Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax complianceLead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation.
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There’s no one like you and that’s why there’s nowhere like RSM.Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance.
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We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential.
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Our team of professionals take a holistic approach by simultaneously analyzing appropriate income tax, estate, gift, generation-skipping, philanthropic, retirement and trust aspects of a client’s planning and compliance needs.
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Requirements 3-5+ years of professional experience in client services operations within marketing Agency experience is required Proven experience in a similar role, with a strong background in data analysis and data visualization Proficiency in statistical languages such as Python, or SQL. Experience in building Dune or Flipside Dashboards preferred, with a portfolio to share Strong analytical and problem-solving skills, with the ability to translate data into actionable insights.
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These services include financial coaching, budgeting and management, Foreclosure prevention & loss mitigation, Pre-purchase homebuyer programs, Credit Counseling and more. Join Always Best Care Senior Services and discover a work family where you are treated with the respect you deserve.
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As a Tax Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax complianceLead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation.
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RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
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