- Creative Financial Staffing (New York, NY)
- Controller About the firm: Our client is one of the leading Private Schools in the country. They were founded over 150 years ago and service Kindergarten through ... over 6 weeks of paid time off that includes personal time, vacation, holidays and two weeks where the...the Upper East Side with many bus and train lines going through there including the N,Q,R trains. Responsibilities… more
- Creative Financial Staffing (New York, NY)
- Accounts Payable & Operations Associate About the firm: Our client is one of the leading Private Schools in the country. They were founded over 150 years ago and ... over 6 weeks of paid time off that includes personal time, vacation, holidays, and two weeks where the...the Upper East Side with many bus and train lines going through there including the N,Q,R trains Additional… more
- Mount Prospect Academy (Campton, NH)
- …position. Shared Employee Affordable Housing $1500 SIGN ON BONUS Apply on- line today at www.mountprospectacademy.org to complete your application. Company Background ... (as indicated) Monitor all aspects of day to day operations and evaluate client services delivery. Working with residents and families on development of short- and… more
- HUB International (Estero, FL)
- …and procedures. This role is focused on growth and retention of the private client book of business. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + **Makes ... + **Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off** + **Great work/life balance because that's...brokers, and other HUB personnel on all aspects of client service, marketing, and renewals while adhering to HUB's… more
- HUB International (Norwell, MA)
- …. The selected employee will be responsible for servicing assigned high net worth/ private client group personal insurance accounts. Account rounding and ... data in the agency management system. + Complete annual client reviews for all Private Client... personal insurance accounts. + Thorough knowledge of personal lines coverages and markets with particular… more
- HUB International (Chicago, IL)
- …cross-selling opportunities when appropriate + Manages, organizes, and conducts client meetings when necessary + Appropriately documents conversations with clients ... preferred + Currently licensed in good standing in required lines and states + Current with all necessary CE...+ Current with all necessary CE credits in required lines and states + Excellent written and verbal communications… more
- WTW (Dallas, TX)
- …sales strategies and develop unique prospect programs + Align with individual client sales strategies + Conduct thorough needs analysis/risk assessment to uncover ... advice in key risk areas + Identify and close potential cross-sell opportunities Client Management: + Maintain consistent / high quality touch points by phone and… more
- HUB International (Fort Myers, FL)
- As a HUB Personal Lines High Net Worth Producer,...and referral opportunities in our High Net Worth - Private Client Practice area. There will be ... superior customer service and will be charged with ensuring client satisfaction. **Responsibilities of the Producer role include:** +...of all forms of insurance business + Knowledge of personal lines insurance with the ability to… more
- HUB International (Encino, CA)
- …our customer's needs and provide them with innovative insurance solutions. The Personal Lines Account Manager provides critical support to clients, manages ... required) or equivalent combination of education & experience. + Private Client experience preferred, but not required....working location, as well as the specific position's business line , scope and level. HUB International is proud to… more
- TD Bank (Hartford, CT)
- …this role. ** Line of Business:** TD Wealth **Job Description:** The Private Client Investment Advisor partners with Relationship Manager to provide ... book of business. (ie, fiduciary vs. suitability) + Partners closely with Private Client Relationship Managers to ascertain potential investment needs of… more
- Wells Fargo (Yardley, PA)
- **About this role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo ... Participate in Wells Fargo Advisors training program for meeting personal , professional, and organizational client service and...service and financial goals within the Financial Advisory - Private Client function + Review basic or… more
- KPMG (Philadelphia, PA)
- **Business Title:** Tax Senior Manager, Private Client **Requisition Number:** 113215 - 77 **Function:** Tax Services **Area of Interest:** **State:** PA ... KPMG is currently seeking a Tax Manager / Senior Manager Private Markets to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice.… more
- Bank of America (Virginia Beach, VA)
- Private Wealth Client Associate Virginia Beach,...existing clients. + Provide products and services to each client , working with cross line of business ... that is culture driven, resilient, results focused and effective **Position Overview:** The ** Private Wealth Client Associate** role is a sales support position,… more
- CBRE (Dallas, TX)
- LP - Associate, Private Client Program Job ID 171317 Posted 10-Jun-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales/Brokerage ... Location(s) Dallas - Texas - United States of America **About the role** CBRE's Private Client Program is a unique opportunity to join the world's leading… more
- HUB International (Des Plaines, IL)
- …with others **Job Duties** + Manages a book of insurance business, including large personal lines accounts for affluent clients, while acting with a high degree ... and decision-making. + Prepares annual review reports and conducts client meetings to review the insurance program and make...is preferred. + Must be experienced working with large Personal Lines accounts and affluent clients. +… more
- AON (Salt Lake City, UT)
- AON is looking for a Health and Benefits Sr Consultant - Private Equity. (Hybrid Opportunity) - Salt Lake City, UT The Private Equity Benefits Consultant ... provides health and benefits consulting services to Private Equity Firms and their Portfolio Companies. As part of an industry-leading team, you will help empower… more
- Fifth Third Bank, NA (Cincinnati, OH)
- … experience. Develops and implements strategic plan for the region to achieve Private Bank financial and client experience outcomes. Drives execution of key ... revenue, by deepening client relationships and acquiring new clients while enhancing client experience for the Private Bank of the assigned region. + Achieve… more
- PNC (Atlanta, GA)
- …drive the growth of the Asset Management Group (AMG) division, inclusive of Private Bank and Institutional and Asset Management businesses. We are seeking a highly ... the company's success. Position Summary: As the Head of Private Bank and Asset Management Marketing, you will lead...while driving new acquisitions and growth of the existing client base. This role interfaces directly with senior leadership… more
- KPMG (New York, NY)
- …and cultivate opportunities through to close + Drive collaboration across KPMG's Private Equity sectors, Service Line leadership and the Business Development ... **Business Title:** Director, Business Development, Private Equity **Requisition Number:** 113146 - 68 **Function:**...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that… more
- Commerce Bank (Dallas, TX)
- …growth. This will be achieved by being the single point of contact for Private Banking clients; providing concierge level personal service and providing a full ... main purpose of this job is to develop, manage, retain and expand client relationships within the affluent market segment with responsibility for loan and deposit… more
