2 environment jobs found

Ameriprise Financial The Client Relationship Manager is a key member of the Indigo Wealth Partners team, responsible for building and maintaining strong, lasting relationships with clients. This role ensures clients receive exceptional service, supports financial advisors in delivering comprehensive financial solutions, and contributes to the overall growth and success of the practice. Key Responsibilities Client Relationship Management: Serve as the primary point of contact for assigned clients, providing timely and personalized service. Proactively communicate with clients to address inquiries, resolve issues, and ensure satisfaction. Build rapport and trust with clients through regular check-ins and updates. Client Onboarding & Support: Guide clients through the onboarding process, including gathering required documentation and explaining procedures. Coordinate with advisors and paraplanners to ensure smooth transitions and accurate account...

The Nature Conservancy What We Can Achieve Together: The Finance and Information Specialist - Trade Lands provides highly specialized finance/accounting-related services to the Trade Lands department within the Finance business unit. The Finance and Information Specialist-Trade Lands provides specialized services in financial management and reporting; accounting; real estate transactions and administration, management and reporting; or similar financial activities for a department or business unit. They have a high level of expertise in their area(s) of specialization. The position administers and maintains finance/accounting activities in accordance with TNC policies and procedures and best practices in financial management. The Finance and Information Specialist provides assistance to staff in their specialty area. They respond to moderately complex employee/management questions and problems based on advanced knowledge of the subject area. This position requires tasks...