- Wipfli LLP (Minneapolis, MN)
- …the office will require in-person attendance. Responsibilities Responsibilities: + Communicate with client and firm associate requests in a timely, accurate, ... work in a Wipfli office, from home and at client sites. The client sites can vary...Advisory LLC and its respective subsidiary entities provide professional services . Wipfli LLP and Wipfli Advisory LLC (and its… more
- ABBTECH Professional Resources, Inc. (St. Paul, MN)
- …Group Services , Inc., we pride ourselves on delivering unparalleled service quality, coupled with a client -focused approach that ensures responsiveness ... as a Project Associate ** As a Project associate at Premier Group Services , Inc., you...by clients. + Provide timely and accurate responses to client inquiries. **_3. Business Development Projects_** ? Research for… more
- WuXi AppTec (St. Paul, MN)
- …years of experience in market data analysis. + Strong project management skills. + Client Service skills. + Understanding of the CRO industry preferred. + ... **Overview** The Business Development Associate supports the growth of WuXi AppTec's LTD...the growth of WuXi AppTec's LTD by identifying new client opportunities, managing data pipelines, and supporting the broader… more
- Deluxe (Minneapolis, MN)
- …to resolution. Basic Qualifications: Education and Experience: HS/GED and 4 years or Associate 's and 2 years + Client support and/or account management ... for their clients on a daily basis as new production, data, reporting services are requested. Major Account Program Support is also responsible for fostering a… more
- Wipfli LLP (Minneapolis, MN)
- …and others outside of Wipfli. They will also mentor Consultant I's and client employees. Responsibilities + Ensure client expectations for time and budget ... exceed them. + Plan and deliver work to meet client requirements while integrating project activities with other ...with standard solutions and identify opportunities to leverage additional service offerings. + Maintain a hybrid schedule at the… more
- Levi, Ray & Shoup, Inc. (Minneapolis, MN)
- …a personal trust business, ensuring efficient management of trust accounts and exceptional client service . This role is responsible for the opening and ... we handle your data, seewww.LRS.com/privacy Job Description LRS Consulting Services has been delivering the highest quality consultants to...company, is seeking a Trust Operational Professional with our client in Minneapolis, MN. Our client is… more
- Wipfli LLP (Minneapolis, MN)
- …or in a hybrid environment in the state of MN. About 20% travel to client locations in WI, IL, and/or MN is required. Responsibilities: + Provide pro-active and ... board and management reporting + Utilize consultative approach to assist financial services clients to develop and strengthen their compliance management system +… more
- Wipfli LLP (Minneapolis, MN)
- …defined as associates regularly work in a Wipfli office, from home and at client sites.? The client sites can vary locally, regionally, or nationally depending ... on the industry alignment.?Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Responsibilities: + Audit… more
- Wipfli LLP (Minneapolis, MN)
- …+ Prepare and analyze benchmarking data and key performance indicators to support client insights. + Present completed reporting packages and findings to clients as ... Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms. + Provide technical accounting support to clients and their… more
- Wipfli LLP (Minneapolis, MN)
- …for accuracy and facilitate follow-up. + Coordinate project tasks to ensure efficient client workflow. + Prepare and/or review the initial draft of monthly reporting ... + Prepare and finalize month-end close. + Maintain and update the client procedure manual to ensure appropriate process documentation. + Prepare and/or review… more
- Wipfli LLP (Minneapolis, MN)
- …ability to craft and execute strategic and tactical plans to close projects and services + Demonstrated success in developing new client relationship + Able to ... Executives in Wipfli's MRD Practice + Represent the full breadth of service offerings within MRD + Develop leads through external referral sources, associations… more
- Wipfli LLP (Minneapolis, MN)
- …for accuracy and facilitate follow-up + Coordinate project tasks to ensure efficient client workflow + Prepare and/or review the initial draft of monthly reporting ... + Prepare and finalize month-end close + Maintain and update the client procedure manual to ensure appropriate process documentation + Prepare and/or review… more
- Qualus (Brooklyn Park, MN)
- …to perform duties listed above, basic PCskills + Learn and apply client 's switching procedures and safety measures under directsupervision + Reference and complete ... 30 lbs. withoutassistance + Valid driver's license andgood drivingrecord + Associate of Science in Electrical Technology (AET) or equivalent specialized training… more
- Deluxe (Minneapolis, MN)
- …for Deluxe Call Center use, including scanner and other hardware swaps. Generates service invoices for client 's time and material repairs. + Reviews vendor ... billings for hardware and software orders, annual maintenance renewals and service invoices for time and material repairs. Prepare month-end maintenance… more
- Bank of America (Stillwater, MN)
- Wealth Management Client Associate Stillwater, Minnesota **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- Description Client Service Associate Are...financial services industry? We are seeking a Client Service /Account Management Associate to ... with 3rd parties, producers, and teammates. Qualifications . Preferred Experience: Client support in financial services with insurance industry experience.… more
- Raymond James Financial, Inc. (Duluth, MN)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- WTW (Minneapolis, MN)
- …within our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... unlock potential. Learn more at **wtwco.com** . **Description** The Associate Client Advocate (ACA) client -facing...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Registered Client Associate as part of the Remote Client Associate Support Team (RCAST) in Wealth and ... tickets, and completing various administrative tasks + Identify ways to improve Remote Client Associate Support Team (RCAST) Brokerage Client Support… more
- VCA Animal Hospitals (Rochester, MN)
- …by a well-trained team of certified veterinary technicians, veterinary assistants, and client service representatives. + Located in Rochester, MN-a growing, ... a dynamic and fulfilling career + Empathetic partners who develop strong client and Associate relationships built on trust **_Total Rewards_** As a VCA … more
