Act as direct liaison between Financial Advisor and clients * Provide ad hoc support on assigned projects and any escalations Qualifications * Excellent verbal and written communication skills
Liaise with external vendors for technical support, remote sessions, processing RMAs and resolving ... Please be advised- If anyone reaches out to you about an open position connected with Eliassen ...
We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Surety Bonds Account ...
We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market ...
Build and maintain strong client relationships, serving as a trusted advisor on tax-related issues ... Bachelor's degree in accounting, finance, or related field; CPA or advanced degree preferred