Operations Associate II, Account Services - Westlake

This role provides service to retail clients and financial advisors, fulfilling our purpose of helping everyone become financial fit. You will focus on Account Maintenance, with an opportunity to work in New Accounts based on business needs. · ...

The Operations Associate II for the Account Services and Transfers department processes new accounts accurately and efficiently in accordance with documented processes and procedures. · ...

We're on a mission to help employers save on healthcare benefits so they can put those savings towards bettering their businesses and taking care of their employees. · Demonstrates proactive ability to diagnose and fix root cause drivers of service problems. · Develops and manage ...

We're on a mission to help employers save on healthcare benefits so they can put those savings towards bettering their businesses and taking care of their employees. · This role is responsible for managing client accounts, ensuring timely and accurate issue resolution, collaborat ...

Proactive customer outcomes manager with 3-5 years of experience in the insurance industry. · Diagnose and fix root cause drivers of service problems. · Develop and manage service plans. · Take the lead on managing client's and Roundstone's internal organizations. · ...

We are looking for a customer-oriented Account Manager, Client Services who will be responsible for building and maintaining strong relationships with clients. · ...

Oliver Inc. is looking for a customer-oriented Account Manager who will be responsible for building and maintaining strong relationships with clients. You will serve as the main point of contact between Oliver and its clients, working to manage and build long-term business relati ...

The Service Account Supervisor leads our team of technicians, assigns/schedules/dispatches daily service, champions customer service, and is responsible for the financial results of the operation. · ...

The Account and Documentation Services team supports Key Private Bank (KPB) and Institutional Advisors Services (IA) in coordinating the Onboarding of KPB and IA Trust Accounts which includes Document Prep, Know Your Client and Global Trust Account coding establishing new account ...

The Account and Documentation Services team supports Key Private Bank (KPB) in coordinating the Onboarding of KPB Trust Accounts which includes Document Prep, · Know Your Client and Global Trust Account coding establishing new accounts as well as coordinating maintenance changes ...

The Account and Documentation Services team supports Key Private Bank (KPB) and Institutional Advisors Services (IA) in coordinating the Onboarding of KPB and IA Trust Accounts which includes Document Prep, Know Your Client and Global Trust Account coding establishing new account ...

This is a highly visible accounting leadership role supporting sophisticated capital markets and mortgage servicing operations. · This role offers both challenge and long-term growth. · ...

A typical day as a Client Accounting Services Manager might include managing client relationships and overseeing the work of outsourced accounting specialists. · Utilize technology to properly account for all accounting transactions in real-time. · ...

We are seeking an Accounting Associate to work in one of our Ohio offices. · The position will perform routine accounting activities such as financial statement preparation, and will be supervised by our Government Team Managers. · This is an outstanding opportunity to help us co ...

We are looking for service-minded teammates who are committed to working together to help us create amazing memories for fans. The Cleveland Guardians are dedicated to building a team that embodies the heart and spirit of our city. · ...

Rea is a growing Top 100 Accounting firm providing our clients services in tax, accounting, and business consulting. Here at Rea, we have a 'People First' culture, and we focus on our employees' well-being and professional development. · ...

+The KPMG Advisory practice is currently our fastest growing practice.We are seeing tremendous client demand,and looking forward we do not anticipate that slowing down.In this ever-changing market environment,our professionals must be adaptable and thrive in a collaborative,team- ...

Manage large and/or complex Commercial Lines insurance accounts as the day-to-day client contact. · ...

A typical day in the life as a Client Accounting Services Senior Associate might include providing accounting services for clients from a multi-faceted approach handling day-to-day accounting needs for clients functioning as their accounting department overseeing and reviewing wo ...

Big enough to serve regional, national and international clients, but small enough to foster a family atmosphere, · Bober Markey Fedorovich is the perfect solution if you're looking for something a little different from the Big Four. · ...