• Administrative Account Review

    M&T Bank (Minneapolis, MN)
    …works under supervision as part of a functional team leading Global Capital Markets' Administrative Account Review process which may include some or all ... quality control, and/or exception monitoring and resolution. **Primary Responsibilities:** The Administrative Account Review functional team is responsible… more
    M&T Bank (12/11/24)
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  • Registered Client Associate

    Wells Fargo (Minneapolis, MN)
    …prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + Perform various administrative functions ... **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our… more
    Wells Fargo (01/08/25)
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  • Sr. Enrollment Kit & Documents Representative

    Lincoln Financial Group (St. Paul, MN)
    …automation environment. In this hybrid role, you will also maintain administrative forms, creative materials, internal documents and other client specific materials. ... (Required):_ + High School Diploma or GED or minimum Associate degree in lieu of required experience. + 3-5+...31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa.,… more
    Lincoln Financial Group (12/18/24)
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  • Category Insights Analyst

    Advantage Solutions (Minneapolis, MN)
    …through syndicated IRI reporting + Assist Sales and Insights team during Target's line review process + Collaborate with peers and clients on a multitude of ad hoc ... Microsoft Word, Excel, and PowerPoint + Hands-on experience working on a Target account + Bachelor's Degree in Business or Marketing (preferred) **About JLB:** jlb… more
    Advantage Solutions (11/09/24)
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