- Charles Schwab (Phoenix, AZ)
- …the status quo" and transform the finance industry together. The Managed and Advised Account Operations Advisor Services (MAAO) team performs a variety ... client accounts into the different advised and managed products + Processing of various account ...money movements, Power of Attorney changes and other miscellaneous operations requests for managed accounts + Providing… more
- Houston Methodist (Houston, TX)
- …role is also responsible servicing as the subject matter expert in account follow-up. Also is responsible for providing information regarding complex denial trends ... and department cross training, and provides support to other team members as advised by the Manager and/or Supervisor. + Identifies denial trends and notifies… more
- T. Rowe Price (Baltimore, MD)
- …join us and grow your career with us. Team Summary The Client Account Services (CAS) group is responsible for providing ongoing servicing for Institutional clients ... invested in separate accounts, sub advised , and proprietary TRP products. The group is accountable...have critical, time-sensitive deadlines that must be very closely managed . Some requests will have operational execution requirements that… more
- Houston Methodist (Houston, TX)
- At Houston Methodist, the Account Representative position is responsible for resolving all outstanding third party primary and secondary insurance claims for ... further delay in payments. Collaborates with internal CBO departments and Account Managers to communicate and prevent denials. Provides suggestions for resolution.… more
- International Rescue Committee (Salt Lake City, UT)
- …Oversees a $9-10M budget, with approximately 100 funding streams that are managed with support from the Deputy Director of Finance. Major Responsibilities: Finance ... keeps the Deputy Director for Finance and Program Managers advised of all situations which have the potential for...conjunction with the Program leads, monitor and track the account receivables and payables for SLC + Uploads program… more