The Associate Client Advocate (ACA) client-facing functions utilizing the colleague’s advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and
The Chief Operating Officer serves as the strategic advisor, execution partner and Office of the CIO operating lead for Technology Risk, Governance, Transformation & Client Office. The role is accountable for translating CIO strategy into a disciplined
The Sr. Client Manager assists in the coordination of carrier relationships on behalf of the company by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy. PRIMARY RESPONSIBILITIES:
Discover a Career That Empowers You - Join HUB International At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where
Firm Overview: Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so
Join Goodwin’s Global Operations Team, and make a real impact on a global scale. At Goodwin, we work with some of the world’s most successful and innovative investors, entrepreneurs and disruptors in the life sciences, private
Company Description Park 6 Logistics is a growing organization committed to delivering dependable, efficient, and professional logistics solutions. Our success is built on strong communication, organized operations, and a team that takes pride in creating an
Our Story Avison Young is a global commercial real estate brokerage and advisory firm, offering transaction, management, financial and consulting services. We’ve designed our corporate structure to best serve our clients by enhancing collaboration across our organization.
The Role Project Setup: Create and manage client project records across CRM, accounting, and planning systems. Billing & Invoicing: Prepare, adjust, and finalize invoices for timely delivery via email or client e‑billing platforms. Financial Coordination: Partner with Project Managers
Overview: Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition.
Company Description Guardant Health is a leading precision oncology company focused on guarding wellness and giving every person more time free from cancer. Founded in 2012, Guardant® is transforming patient care and accelerating new cancer therapies
Overview: Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition.
Primary Responsibilities Frequent custodian interaction & paperwork processing. Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians. Schedule client meetings. Basic preparation and follow-up for client meetings. Prepare client forms and financial reports in advance
Head of Client Experience - Institutional Insurance Institutional Solutions Full-Time | Springfield, MA or Boston, MA The Opportunity As the Head of Client Experience for Institutional Insurance, help shape and execute the vision for MassMutuals Bank-Owned Life Insurance
Job Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global
Client Services Key Account Specialist Guardant Health is a leading precision oncology company focused on guarding wellness and giving every person more time free from cancer. Founded in 2012, Guardant is transforming patient care and accelerating new
Project Manager Reporting to the manager of Client Implementations, the Implementation Analyst - Client Implementations is responsible for providing leadership, end to end program management and oversight of client implementations. This includes pre-sales, due diligence, onboarding and implementation activities,
Job Title Job Title Job Description In this role, youll make an impact in the following ways: Support key client relationships as primary point of escalation and coordination across accounting services. Oversee the preparation and review of financial
Job Title Accounting Services Professional Job Description In this role, youll make an impact in the following ways: Support key client relationships as primary point of escalation and coordination across accounting services. Oversee the preparation and review of
Client Accounting Supervisor At BBH, partnership is more than a form of ownershipits our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance