- Creative Financial Staffing (Hartford, CT)
- …with a client in HARTFORD looking to hire an ACCOUNTING MANAGER .Position Highlights:- Backed by Private Equity and experiencing ongoing expansion- Offers ... continuous process enhancementsOpen to embracing fresh and innovative concepts- The Accounting Manager will report to the President and have 3 direct reports.This… more
- Beacon Hill Staffing Group, LLC (Wellesley, MA)
- Our client , a college located in Wellesley, MA, is seeking an office manager . This is a temp-to-perm opportunity and can compensate up to $28/hr. depending on ... as initial contact for students seeking servicesAct as office manager , which includes developing and maintaining operating practices such as… more
- Intrepid USA (Elizabethtown, KY)
- …personalized, patient and family centered medical home healthcare, home hospice, private duty homecare and independent living support services delivered in a ... patient careCompetitive pay with healthcare, dental, vision, pharmacy, Flexible Spending Account , Dependent Care Account benefits with affordable premiums for… more
- WSFS Bank (Wilmington, DE)
- …meetings, visits, sales calls and presentationsInteract with high net worth private client segmentsOther administrative duties as requiredMinimum Requirements: ... on assigned tasks under the supervision of the Group Manager and/or Team Leaders to provide clerical and administrative...investment management, custody of IRA accounts as well as account and file establishment, account and file… more
- Segal (Atlanta, GA)
- …Benefits Consultant will collaborate directly with team members including the client relationship manager , actuaries, clinicians, attorneys, and analysts to ... government employee health plans. The position offers significant visibility and client interaction, project management, opportunities to contribute as a leader of… more
- Segal (Chicago, IL)
- We are currently recruiting for a Client Relationship Manager (CRM). The candidate may be based out of our Chicago office.The CRM will support a book of business ... a key contributor in the Region.The Role: The role of a CRM includes client management, project management and new business development. A CRM has the primary… more
- Fidelity TalentSource LLC (Merrimack, NH)
- Job Description:The RoleAs a Senior Vice President, Relationship Manager (RM) you will cultivate relationships with the research teams and field offices of ... compliance, and salespeople across various coverage areas, among othersExperience in the private markets industry, including hedge funds, real estate, Private … more
- Fidelity TalentSource LLC (Durham, NC)
- …include Intermediary Billing, Generic Rules Engine (GRE), Commissions, Transmissions, WealthScape's Account Search and Client Implementations. The Purpose of ... test cases for the code. Expertise in SPA based UI development applying client -side technologies like HTML5, CSS, jQuery, AJAX, JavaScript, Angular 6+, Node.js and… more
- Hired by Matrix (Plano, TX)
- …career by joining an international food and beverage company? If so, our client is hiring a Fleet Administrator!What You'll Do: Responsible for accounts payable and ... procedures and identify improvement opportunities. Additional duties as assigned by Manager . Scope of Interactions: 50% Internal - collaboration with field customer,… more
- Segal (New York, NY)
- …the daily operations of the Company's financial function. This position reports to the Manager , Project Accounting and is based in the New York office, offering a ... system application, using treasury automation and/or manual entry. Updating and maintaining client and project data to ensure accurate and timely accruals of… more
- HUB International (Bothell, WA)
- …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 ... and managing the executions of all aspects of the client renewal. Other tasks include: + Manages a book...to clients in response to those changes independent of manager approval + Provides service and cross-sells account… more
- HUB International (Chicago, IL)
- …makes appropriate recommendations to clients in response to those changes independent of manager approval + Provides service and cross-sells account products for ... partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations + Handles...policies, and procedures + Makes major decisions independent of manager approval on books of insurance business for which… more
- HUB International (Dallas, TX)
- …autonomy, and decision-making. + Prepares annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations ... Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's...preferred + Experience and demonstrated proficiency in an insurance Account Management role. + Excellent oral and written English… more
- HUB International (Estero, FL)
- …+ **Strong community support and involvement through HUB Gives** **SUMMARY:** The Account Manager manages a book of high-net-worth insurance business, while ... and procedures. This role is focused on growth and retention of the private client book of business. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + **Makes… more
- World Insurance Associates, LLC. (Iselin, NJ)
- *Candidates with experience with High Net Worth clients / Private Client encouraged to apply. Summary World Insurance Associates is a unique insurance ... offices throughout the region. Position Summary + This position supports the Account Executive with responsibilities related to client management and retention… more
- HUB International (Wilmington, MA)
- …employee will be responsible for servicing assigned high net worth/ private client group personal insurance accounts. Account rounding and the development of ... data in the agency management system. + Complete annual client reviews for all Private Client...to profit objectives. + Other responsibilities as assigned by Manager . **Qualifications:** + Five years of related experience with… more
- HUB International (Greensboro, NC)
- …+ A rewarding career that helps local businesses in the community **SUMMARY** **:** The Private Client Account Executive manages a book of high net worth ... + Medical/dental/vision/life insurance wand voluntary insurance options + Health Savings Account funding + 401k matching program + Life and Disability Plans… more
- TD Bank (Melville, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch point ... The included salary range for this role takes into account multiple factors that are considered in making compensation...of clients in the high net worth segment. The Private Client Relationship Manager II… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of ... The included salary range for this role takes into account multiple factors that are considered in making compensation...clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I… more
- HUB International (Chicago, IL)
- …support our customer's needs and provide them with innovative solutions. The Senior Account Manager manages a book of insurance business, and provides ... Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and… more
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