Employee Benefits Client Advisor

About Sequoia Financial GroupSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) based in Northeast Ohio. Our mission is to enrich lives through financial planning and wealth management services.Job SummaryWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team. This role will support a...

Job SummaryWe are seeking a highly skilled Treasury Management Advisor to join our team at PNC. As a key member of our Small Business organization, you will be responsible for managing relationships with new and existing clients to grow sales, revenue, and market share.Key ResponsibilitiesHandles relationship management activities with new and/or existing...

Job SummaryThe Asset Management Support Director serves as a strategic partner for all Premiere Partner Asset Managers, providing goal-oriented insights, as well as proactively reviewing operational processes and technology to satisfy future needs.Key ResponsibilitiesServe as a Strategic Partner: Work closely with the Asset Management Relations team to...

Job Summary: Envestnet is seeking a skilled QA Automation Engineer to ensure the delivery of high-quality software by participating in defining and executing test cases for front-end and back-end systems. This role requires a professional with strong communication, analytical, and problem-solving skills with experience in automating test processes and...

Job Summary:The Senior Manager Global Trade Services will play a critical role in supporting trade operations and compliance within the Business Unit (BU) operations in the Americas.This role will serve as the trade lead and advisor within TE's Operational Compliance team for the BU and will be the primary strategic and compliance partner to the BU...

Job Summary:We are seeking a highly motivated and detail-oriented Middle Office Associate to join our team at State Street Bank and Trust Company. As a key member of our operations team, you will be responsible for providing exceptional client service and support in a fast-paced environment.Key Responsibilities:Act as a resource within the assigned business...

About the RoleWe are seeking a highly motivated and detail-oriented Investment Operations Associate to join our team at State Street Corporation. As a key member of our middle office team, you will be responsible for overseeing all day-to-day transactional responsibilities in a fast-paced and dynamic environment. Your primary focus will be on ensuring data...

Job DescriptionSovereign Insurance Group is seeking a highly motivated and competitive Sales Representative to help build upon our core line of business within an established and highly successful insurance agency. This is an ideal position for someone who is driven by providing high-quality customer service and achieving self-projected targets. We offer a...

About the RoleWe are seeking a highly motivated and detail-oriented Middle Office Associate to join our team. As a key member of our operations team, you will be responsible for ensuring the smooth processing of transactions and providing exceptional client service.Key ResponsibilitiesAct as a resource within the assigned business unit to problem-solve for...

Job SummaryWe are seeking a highly motivated and detail-oriented Middle Office Associate to join our team. As a Middle Office Associate, you will be responsible for supporting the day-to-day operations of our business unit, including transaction processing, client reporting, and problem-solving. Key Responsibilities:•Act as a resource within the assigned...

Job Title: Senior Associate - Transaction ManagementWe are seeking a highly motivated and detail-oriented Senior Associate to join our Middle Office Transaction Management team. As a key member of our team, you will be responsible for overseeing all day-to-day transactional responsibilities in a fast-paced and dynamic environment.Responsibilities:Act as a...

Job DescriptionPosition: Tax ManagerJob Summary:We are seeking an experienced Tax Manager to oversee a team of tax professionals and manage a diverse client portfolio. In this role, you will handle complex tax projects for high-net-worth individuals, businesses, and nonprofits, ensuring expert and personalized tax services. Your in-depth tax knowledge,...

Job SummaryThe Field Service Engineer is responsible for the start-up, testing, preventive maintenance, and repair of power electronic equipment at client sites. This role requires strong AC/DC power electronics and customer skills, as well as the ability to work autonomously with minimal supervision.Key ResponsibilitiesStart-up, testing, preventive...

About the RoleWe are seeking an experienced Assistant Vice President to join our Investment Manager Services team in a Transaction Management role. As a key member of our team, you will be responsible for managing the day-to-day activities and controls, ensuring consistency of policies and adherence to procedures.Key ResponsibilitiesDevelops and ensures the...

Melmark is a nonprofit organization providing clinically-sophisticated evidence-based special education, residential, vocational, and therapeutic services for children and adults diagnosed with autism spectrum disorders, developmental and intellectual disabilities, acquired brain injuries, medical complexities, and other neurological and genetic...

Job OverviewOur client, a leader in the nonprofit and commercial property marketplace, is seeking an Accounting Specialist to play a key role in their financial operations. This position will assist the Controller with the organization's financial management, ensuring timely and accurate financial transactions.Key ResponsibilitiesProcess payment receipts and...

Job SummaryA-G Specialty Insurance LLC is seeking a highly detail-oriented and precise Claims Examiner to manage, investigate, and process Accident & Health insurance claims. The ideal candidate should be able to follow and interpret guidelines and requirements.Key ResponsibilitiesManage and investigate claims to ensure compliance with company policies and...

About the RoleDevereux Advanced Behavioral Health is seeking an Administrative Support Professional to join our team. As an Administrative Support Professional, you will provide administrative support to our marketing and admissions department.Key ResponsibilitiesProvide administrative support to the marketing and admissions departmentAssist with various...

Patient Services Coordinator Job DescriptionPenn Medicine is dedicated to delivering exceptional patient care, conducting innovative research, and educating future healthcare professionals. As a Patient Services Coordinator, you will play a vital role in supporting the delivery of high-quality care, ensuring a positive patient experience, and contributing to...

Job SummaryPenn Medicine is a leading academic medical center dedicated to providing exceptional patient care, conducting innovative research, and educating future leaders in the field of medicine. We are seeking a highly skilled and experienced Technical Supervisor to join our team.Key ResponsibilitiesManage the daily technical and administrative functions...