- The Whittier Trust Company (Pasadena, CA)
- This position manages high net worth clients. It involves extensive client contact and a working knowledge of trust and agency account administration including ... of legal, accounting, and other professionals, as well as client prospects. The officer has an assistant and together...brokerage 1099 production function is managed by the 1099 Administrator , who reports directly to the Director of Tax.… more
- Snowflake (San Francisco, CA)
- … client support and advisory technical role (solution architect, system administrator , technical account manager or equivalent)WHY JOIN OUR PROFESSIONAL ... a specific regionBe aligned to Sales District Managers and Account Executives in your regionBe responsible for both services...targets at your accounts as part of the broader account teamBe the Professional Services point of contact for… more
- CLevelCrossing (Denver, CO)
- …review and develop methods of determining and ensuring profitability of client engagements.Staff Leadership: The COO provides day-to-day staff leadership and ... payroll function and administer the Firm's benefit plans. Serve as 401k Plan Administrator . Orient, train and act as the Firm's supervisor of all non-legal staff.… more
- Vertical Careers, Inc. (Los Angeles, CA)
- AVP, Closed-end Fund AccountingOur client is a large reputable Financial Services firm with over $100B AUM located in Downtown Ls Angeles [DTLA] They foster a ... LA treasury, accounts payable teams, as well as the external fund administrator , to manage ongoing cash, and accounts payable needs. Responsibilities:Accounting for… more
- Toll Group (Los Angeles, CA)
- …management teams.Exercises proactive solution development by creating and maintaining a client lifecycle program for his/her top clients. Build a solid understanding ... of target customers/assigned account base (contact, commodities/trade lanes, type of business, contract information/exceptions, and service requirements).Assists and… more
- Toll Group (Los Angeles, CA)
- …management teams.Exercises proactive solution development by creating and maintaining a client lifecycle program for his/her top clients. Build a solid understanding ... of target customers/assigned account base (contact, commodities/ trade lanes, type of business, contract information/exceptions, and service requirements).Assists… more
- Lane Valente Industries (South Windsor, CT)
- …members of the team with an emphasis on integrity and learning. CURRENT OPPORTUNITY: Client Account Administrator Looking for a detail-oriented person to ... include, but are not limited to the following: + Work with Client Account Management Team and Information Management Team via telephone and email +… more
- HUB International (Kansas City, MO)
- …on-line quoting, and Marketing a group when requested + Provide mentorship with Account Administrator + Coordinates client contact changes with Producer/ ... Account Manager works collaboratively with the Producer, Account Manager, Account Executive and Account Administrator servicing clints. Coordinates… more
- M&T Bank (Wilmington, DE)
- …for support and completion of periodic Administrative Account Reviews. The Administrative Account Review CA ( Client Administrator ), is responsible for: + ... supervision as part of a functional team leading Global Capital Markets' Administrative Account Review process which may include some or all aspects of periodic … more
- HUB International (Argyle, TX)
- …& expands knowledge with a humble heart **Primary Role:** As an Employee Benefits Account Administrator , you will be responsible for assisting Account ... service with employees committed to adding value to every client activity. **Team Culture Characteristics:** + True team mentality...+ Coordinate the servicing of assigned accounts with the Account Manager + Enter data as required by insurance… more
- Medical Mutual of Ohio (Centerville, OH)
- …collaborate with any assigned Specialty Product Representative and/or MMO Health Account Executive, when applicable. **Responsibilities** . Maintains client ... with any assigned Specialty Product Representative and/or MMO Health Account Executive, when applicable. . Serve as client... Account Executive, when applicable. . Serve as client subject matter expert for in-depth knowledge of products,… more
- Robert Half Finance & Accounting (West Columbia, SC)
- Description We are in the search for a Benefits Account Administrator to join our client 's growing team in West Columbia, South Carolina. This role involves ... managing client relationships, identifying their needs, providing solutions that align...goals, and provide appropriate solutions. * Identify opportunities for account growth and generate new business. * Develop and… more
- Regions Bank (Hoover, AL)
- …section of the system. **Job Description:** At Regions, the Wealth Management Client Solutions Trust Administrator - Private Wealth Management is responsible ... Management to Client Solutions. + Ensures appropriate management of trust account assets, with an awareness to future potential depletion + Remains abreast with… more
- M&T Bank (Minneapolis, MN)
- …including collecting critical documents, processing cash disbursements, trades and account balances, establishing new accounts and facilitating client ... of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision. May serve as administrator… more
- M&T Bank (Charlotte, NC)
- …and servicing of high net-worth private and institutional clients. Supports senior account relationship managers. May serve as administrator for large (as ... including collecting critical documents, processing cash disbursements, trades and account balances, establishing new accounts and facilitating client … more
- Thrivent Financial (White Bear Lake, MN)
- …utilizing Thrivent Financial computer systems and programs in support of new client and account opening, servicing existing investment and insurance accounts, ... and insurance related tasks and other misc. tasks as assigned. The Licensed Client Service Administrator reports to Lindsay Rasmussen and is employed by… more
- DLA Piper (Dallas, TX)
- …Legal Support Services and Accounting teams to provide effective, streamlined billing and client account services to attorneys of the firm. Responsible for ... Let's see what we can achieve. Together. **Summary** The Client Accounts Administrator is expected to successfully... client unified billing. This includes managing global client account assignments and performing all full-cycle… more
- M&T Bank (Wilmington, DE)
- …including collecting critical documents, processing cash disbursements, trades and account balances, establishing new accounts and facilitating client ... and servicing of high net-worth private and institutional clients. May serve as administrator for medium to large (as defined by business) and/or complex clients.… more
- Thrivent Financial (White Bear Lake, MN)
- …utilizing Thrivent Financial computer systems and programs in support of new client and account opening, servicing existing investment and insurance accounts, ... and insurance related tasks and other misc. tasks as assigned. The Client Service Administrator reports to Lindsay Rasmussen and is employed by the individual… more
- MyFlorida (Lakeland, FL)
- …trainings as requested or required by the State Office and/or the District Administrator . + Travel is required. Client -Focused Duties and Responsibilities: + ... ASSISTANT DISTRICT ADMINISTRATOR - 48007179 (BLIND SERVICES) Date: Sep 18,...and resources. + Manage caseload(s) as necessary to meet client needs and to cover staff vacancies. + Meet… more
