Description % of Time Spent Provide routine and non standard/complex transaction processing services (e.g., purchases, redemptions, exchanges, transfers, systematic plans, etc.), maintenance services (e.g., change of address, beneficiary, etc.), and new account establishment following defined policies and procedures to mutual fund shareholder accounts. Ensure proper docum

Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance wi

Senior Financial Analyst Sr. Financial Analyst SFA Senior Cost Accountant Sr. Cost Accountant Financial Reporting Month End Budgeting Forecasting Data Visualization Tableau Power BI Sales Analysis Supply Chain SKU Pricing Costing Standards Deck Are you a Senior Financial Analyst with manufacturing experience? Or a Cost Accountant who has had some exposure to finance who w

"I can succeed as a Private Wealth Advisor at Capital Group." One of the nation's leading wealth management firms, Capital Group Private Client Services, is looking to selectively add to its team of wealth advisors around the country. As a Private Wealth Advisor, you will work directly with high net worth individuals and families to create customized plans for protecting

Within the Capital Group, Private Client Services is the organization that services the complex needs of the wealthiest investors. Started almost five decades ago as a family office managing the assets of Capital Group's founders, senior executives and loved ones, today PCS manages over $30B for over 1,500 ultra high net worth (UHNW) families, endowments and foundations. P

Prepare and process monthly sales orders and invoices in SAP for high profile projects Interpret contracts for invoicing requirements and develop detailed backup sheet Develop and implement new invoicing processes in area of responsibility Prepare contract specific documentation and coordinate with project managers and customers on review, approval, and sign off Coordinat

The Client Ambassador is responsible for monitoring the shelter facility, clients, and guests to provide a safe, orderly, respectful, and peaceful environment. Pay Rate $18.00 $21.00 per hour DOE Essential Functions The Client Ambassador is a customer service oriented position at The Salvation Army Bell Shelter, a residential housing and services facility for single adult

The Client Ambassador is responsible for monitoring the shelter facility, clients, and guests to provide a safe, orderly, respectful, and peaceful environment. Essential Functions The Client Ambassador is a customer service oriented position at The Salvation Army Bell Shelter, a residential housing and services facility for single adults experiencing homelessness. The dut

Under the general direction of the Senior Associate Director, the Senior Financial Aid Analyst independently performs moderately complex professional student service work where a wide variety of situations require use of professional judgement in circumstances that warrant a case by case review. The objective of this position is to support the university's enrollment goal

Under direction of the Site Supervisor, the Ambassador is responsible for helping transform the lives of our homeless residents by ensuring the well being and safety of our residents, performing light maintenance and housekeeping, assist with intake process and front desk responsibilities. There are three shifts including some with weekend time. Exact duties vary by shift

International Scholar Advisor (ISA) will serve a critical role in the International Students and Scholars Office (ISS) by advising UCR international scholars, faculty, and staff. ISA will be expected to develop a good understanding of J 1 Scholar and H 1B regulations, immigration caseload management, and International Student and Scholar databases such as ISS online, ISSM,

Payroll Title FINANCIAL AID OFCR 2 Job Code 004526 Job Open Date 4/5/24 Application Review Begins 4/22/24 Department Code FINC (FINANCIAL AID OFFICE Operation) Percentage of Time 100 Union Code 99 Non Represented Employee Class Career FLSA Status Non Exempt Classified Indicator Description (Personnel Program) PSS Salary Grade 19 Hiring/Budgeted Salary or Hourly Range $27.

Job Responsibilities Provide operational and administrative support to Client Advisors in their daily business practices Act as a key point of contact for client issues and concerns Own account maintenance for new and existing clients, including collecting client specific information, prepping and obtaining appropriate documentation, communicating with custodians and compl

Vaco Los Angeles is working with a client in the financial service industry who is looking for a new and up incoming Sr. Client Service Associate to come and join their team! As a client service associate your key job responsibilities will including providing operation and administrative support to client advisors, POC for all client issues, building client relationships.

The Financial Counselor 2 ED assists patients who are seeking treatment in our Emergency or Advanced Urgent Care departments to navigate through the financial process from the MSE to discharge or admission. Contributes to all functions of the financial office including functioning as a resource to colleagues. Verifies benefits, eligibility and facilitates authorization fr