- Truist (Marlton, NJ)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- WTW (Philadelphia, PA)
- …to support client decisions. + Partners with Global Delivery Centers and Client Service teams to deliver superior project management. + Learn to communicate ... **Description** As a Healthcare Financial/Actuarial Associate you will contribute to a wide variety...quality deliverables on time and within budget. + Strong client service orientation and ability to respond… more
- WTW (Philadelphia, PA)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... **Description** As a Healthcare Financial/Actuarial Senior Associate you will be a key member of... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- WTW (Philadelphia, PA)
- …and Benefits Senior Associate , you will be a key member of the client service team, engaging directly with clients and establishing relationships across all ... for clients + Proactively advising clients and providing superior client service + Contributing to the creation...health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role… more
- HUB International (Philadelphia, PA)
- …Strategy, Renewal, and Post-Renewal Debrief/Stewardship meetings. + Ensure that all client service needs are promptly and professionally delivered, either ... and SMEs directly for assigned clients, involving leveraging individuals appropriately in service related activities to support client needs. In general, the… more