's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate... solution options to client and team Manage staff on engagement deliverables (such as financial statements, tax returns, work...
in benefit analysis for group employee benefits. Must have the ability to compile, analyze, present, interpret financial... application software for financial modeling, statistical analysis and spreadsheet calculations. Expert knowledge of state...
to all academic advisors across the university. Serve as the official advisor of record for key pre-health student organizations... including managing events, providing financial resources for health professions advisors for ongoing professional development...
for major accounts to ensure satisfaction and issue resolution Serve as a trusted advisor, understanding client business models...+ years of experience in investment management or financial services, with a focus on client relationship management Proven...