The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationsh

The Banker is an entry level customer facing role and assists customers with their banking needs and processes all transactions accurately and in a timely manner. Uses exceptional customer service and communication skills to resolve issues for internal and external customers in accordance with bank and department service standards and required regulations. Upholds the org

Accounting Analyst Job Locations US CT GLASTONBURY | US CT Remote Job ID 2024 3738 Category Finance Type Regular Division A&H Crum & Forster Company Overview Since 2000, Crum & Forster's Accident & Health division (A&H) has offered a diverse portfolio of specialty insurance and reinsurance products nationwide. We place a strong focus on product development and creative di

Associate, Research (Greenwich, CT) Perform statistical and economic research using financial data to improve current and develop new investment strategies in collaboration with existing research teams. Analyze financial information to forecast business, industry, and/or economic conditions, in order to inform investment decisions. Analyze and interpret data including pric

Genesys empowers more than 7,500 organizations in over 100 countries to improve loyalty and business outcomes by creating the best experiences for customers and employees. Through Genesys Cloud, the #1 AI powered experience orchestration platform, Genesys delivers the future of CX to organizations of all sizes so they can provide empathetic, personalized experiences at sc

Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage

Assist Client Service leadership in the design and documentation of internal processes and procedures. Maintain and update all changes to the documented processes and procedures. Educate the Client Service staff on the changes, where applicable. Drive continuous improvement on all related processes, documents , and tools to ensure ongoing standardization and simplificatio

You are an expert facilitator you open doors, foster communication, and bridge the gap. In this role, you will be responsible for the successful growth of patient access initiatives of our client within the assigned geographic territory. The primary focus of the Patient Access Specialist is to leverage strategic insights within targeted interconnected inpatient/outpatient

Our Story Founded in 2008, Hightower Advisors is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size, and scale empower its vibrant community o

About AQR Capital Management AQR is a global investment firm built at the intersection of financial theory and practical application. We strive to deliver concrete, long term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous testing. By putting theory into practice, we have become a

Conduct comprehensive reviews of distribution expenses across various departments, verifying accuracy, and identifying discrepancies and areas of cost reduction opportunity. Scrutinize incoming invoices, ensuring alignment with contracts, purchase orders. Validate invoice accuracy, resolve discrepancies. Develop and implement streamlined processes for expense management a

Lead the team responsible for the accurate and timely execution of end to end billing activities for eMoney Advisor customers, encompassing contract administration, invoicing, customer inquiries, and collections management. Manage the Zuora billing system as an administrator, overseeing technology upgrades, updates, and implementations. Evaluate operational procedures and

Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage

Provide analytical support to optimize subscriber counts, operational processes and costs, and revenue. Lead key customer experience & fiber expansion initiatives using quantitative and qualitative data and analytics. Manipulate large data sets, navigating a variety of servers, data types and data structures. Drive end to end analytical process, from formulation of requir

Description & Requirements About the Role In this role you will be responsible for supporting HARMAN's Enterprise Risk Management strategy, and support the identification, evaluation, mitigation, and monitoring of HARMAN's operational and strategic risk. You will help develop and implement Enterprise Risk Management policies and procedures according to an enterprise risk