- Pinnacle Services, Inc. (Minneapolis, MN)
- …of independence while managing their caseloads, therefore someone who would prefer group work to be self-led, consulting and collaborating with others, then ... with person served and their interdisciplinary teams. Case Noting client related work to create billable units. Salary: Non-LSW...a social worker/case manager/care coordinator in a public or private social service agency. One year of experience in… more
- Pinnacle Services, Inc. (Minneapolis, MN)
- …of independence while managing their caseloads, therefore someone who would prefer group work to be self-led, consulting and collaborating with others, then ... I persons served and their interdisciplinary teams. Case Noting client related work to create billable units. Applicants must...a social worker/case manager/care coordinator in a public or private social service agency. One year of experience in… more
- Raymond James Financial, Inc. (New York, NY)
- …. Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, ... Advanced knowledge of risks and regulations in all aspects of the Private Client and Asset Management . Risk assessment methodologies . Risk governance structure… more
- HUB International (Wilmington, MA)
- …Lines** team **.** **Overview** : Responsible for servicing assigned high net worth/ private client group personal insurance accounts. Account rounding ... in the agency management system. + Complete annual client reviews for all Private Client Group clients with revenues of $3,000 and above, and conduct in… more
- HUB International (Wilmington, MA)
- …regional culture. We currently have an opportunity for a **Account Manager - VIP - Private Client Group ** . **Overview** : Responsible for quality service to ... regarding new and/or renewal coverage. + Prepare policy quotes based on client 's needs, rates and coverages. + Prepare all transactions for assigned accounts,… more
- HUB International (Fort Worth, TX)
- …Lines Account Management, with at least 3 years in the high-net-worth or Private Client segment. + Experience with high-net-worth insurance carriers such as ... Chubb, PURE, Private Client Select, Cincinnati, Berkley One, and Vault. + Proven ability to manage complex insurance portfolios, including admitted and… more
- Truist (Mclean, VA)
- …The Wealth Private Advisor will act as the point of contact for the Private Client Group Financial Advisors (FAs) within their assigned Truist regions. ... States of America) **Please review the following job description:** The Wealth Private Advisors primary responsibility is to deepen client relationships around… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …Services Coordinator, you will be responsible for bridging the gap between the operations team, private client group , and client services teams. This ... customer service. This is an onsite position in San Diego embedded on the private client group and client services desk with direct coordination with… more
- Citigroup (New York, NY)
- …and capabilities. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed… more
- Citigroup (Palo Alto, CA)
- …and capabilities. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed… more
- Citigroup (New York, NY)
- …and/or licenses. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed… more
- Citigroup (Dallas, TX)
- …and capabilities. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed… more
- Citigroup (New York, NY)
- …relationship selling **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed… more
- Citigroup (Miami, FL)
- …63 and 65) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Private ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed… more
- Citigroup (Atlanta, GA)
- …Private Bank banking and product systems, platforms, tools and capabilities. **Job Family Group :** Private Client Coverage **Job Family:** Private ... ** Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the ...clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services)… more
- Citigroup (New York, NY)
- …the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Product Services **Job Family:** ... at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and...of traditional and alternative investments with wealth planning and private banking services to optimize client service… more
- Citigroup (New York, NY)
- …Securities Industry Essentials Exam (SIE), Series 7, Series 66 required **Job Family Group :** Private Client Product Services **Job Family:** Investment ... research team which is focused on the diligence and structuring of compelling private equity and real estate opportunities for distribution to Citi Wealth's … more
- Citigroup (San Francisco, CA)
- …the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Product Services **Job Family:** ... depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing… more
- Citigroup (Houston, TX)
- …the S7) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Product Services **Job Family:** ... a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking… more
- Citigroup (Los Angeles, CA)
- …66 Required **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Private ... operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through… more
