About the Position The Client Success Manager will engage with a portfolio of clients across North and Latin America to ensure they get the best value from FiscalNote Global Intelligence (FNGI) products and services. These services are primarily from the Dragonfly, FrontierView, and Oxford Analytica brands. The focus of the role is to drive product adoption and usage, and

Your Future Team VWG Located in Tysons Corner, VA, VWG Wealth Management delivers planning driven, custom investment solutions for high net worth individuals. Our team provides sound financial advice, with an emphasis on proactive goal setting, to ensure our clients live their lives to their fullest. Voted Best Places to Work by Washington Business Journal for 4 consecuti

Senior Financial Investigator (SFI) and Financial Investigator (FI) Organizes and conducts detailed examinations of information generated during complex financial criminal/civil investigations and information available through alternative sources for the purpose of conducting financial analyses of personal/business assets of targeted organizations/individuals. Utilizes in

Support strategic planning, performance metric development and analysis, management reporting, annual budgeting, monthly forecasting and financial analyses for the company. Support the planning and monthly forecasting processes for business segments. Support preparation for investor communications including quarterly earnings calls. Support preparation of materials for co

BE collaborative. BE a team player. BE the expert . Be all that and more at Colliers International. Join our team as a Financial Analyst in Washington, DC. Who you are You are great with numbers AND people. As a trusted and reliable member of our team, you bring a positive, customer service approach that benefits our clients and everyone you work with. You love diving dee

Strategic Planning Lead Job ID 2022 4934 # of Openings 1 Job Location US DC Washington Category Strategic Communications Position Overview kglobal is a full service agency that helps clients communicate better. As a result, our commercial and federal clients build awareness, increase market share, influence policy, and protect their brands. This position will support a fe

Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct review of accounts to communicate account status, explain activities and inform clients

This position is responsible for providing investment solutions to individuals and businesses, managing client goals and objectives and maintaining client relationships. The Senior Financial Consultant position actively partners with Atlantic Union Bank branches. Position Accountabilities Counsel customers on investment related topics including retirement planning, tax pl

You will be part of a collegial 15 person Investment team and gain valuable experience in endowment management. The investment staff consists of a Public Markets team and Private Markets team. Associates may work with one or both teams, depending on individual and Institute needs, though a "generalist mindset" is highly desired. Exceptional performers will have the opport

We are actively seeking a Financial Analyst to perform the duties listed below Provide business/financial analysis and consultation support to government client. Coordinate, review and monitor annual spend plans Participate in program meetings and reviews Monitor execution rates and inform management of potential issues Fund contracts, Service Level Agreements and MIPRs W

The International Rescue Committee (IRC) responds to the world's worst humanitarian crises, helping to restore health, safety, education, economic wellbeing, and power to people devastated by conflict and disaster. Founded in 1933 at the call of Albert Einstein, the IRC is one of the world's largest international humanitarian non governmental organizations (INGO), at work

The Financial Eligibility Specialist determines applicant eligibility for third party reimbursement, processes data necessary for admission of new patients into health services, ensures proper coding for insurance billing, and handles inquiries from prospective applicants and patients. Not responsible for Chase Brexton billing discussions or questions that are not related

Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.) Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction Execute first call resolution t

Investment/Financial Analyst (CBP) Job Locations US DC Washington, DC Job ID 2024 11082 # of Openings 2 Category Finance Overview LMI seeks skilled Investment/Financial Analyst to support a CBP PMO in the National Capital Region. Join our team of collaborative self starters focused on delivering practical and efficient solutions to help our client keep U.S. borders safe a

The Financial Eligibility Specialist determines applicant eligibility for third party reimbursement, processes data necessary for admission of new patients into health services, ensures proper coding for insurance billing, and handles inquiries from prospective applicants and patients. Not responsible for Chase Brexton billing discussions or questions that are not related