- HUB International (Miami, 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 (Miami, 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
- Citigroup (Miami, FL)
- …selling **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience… more
- PNC (Fort Lauderdale, FL)
- …Relationship Building, Competitive Advantages, Customer Experience (CX), Personal Initiative, Relationship Management, Results-Oriented **Competencies** Accuracy and ... success. As a Sales & Support Administrator within PNC Private Bank organization, you will be based in our...limited to, handling: * Cross-discipline Sales Support * New Client Onboarding * Administrative Support * Risk Management The… more
- PNC (Coral Gables, FL)
- …to contribute to the company's success. As Senior Relationship Strategist within PNC Private Bank organization, you will be based in our Miami office. The position ... remotely, at the manager's discretion. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the… more
- Grant Thornton (Miami, FL)
- Grant Thornton is seeking a Client Relationship Executive (CRE) to join the team in Miami, FL or Ft. Lauderdale, FL. The Client Relationship Executive (CRE) ... for generating new business opportunities for Grant Thornton across all service lines within a specific geographic market and designated industry verticals. The CRE,… more
- World Insurance Associates, LLC. (Miami, FL)
- …challenge including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... impressive growth in South Florida. Position Overview Our Commercial Lines Insurance Sales Producers / Client Advisors...their payroll and human capital solutions, and even their personal lines insurance needs. In fact, World's… more
- World Insurance Associates, LLC. (Miami, FL)
- …challenge including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... Then you need to talk to us about our Client Advisor Program where you steadily build a book...capital management. You can even help them with their personal lines insurance needs. In fact, World's… more
- TD Bank (Fort Lauderdale, FL)
- …investment advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management Services Inc) with ... who can provide you more specific details for this role. ** Line of Business:** Compliance **Job Description:** **Department Overview:** US Wealth Compliance… more
- AECOM (Miami, FL)
- …internship programs available to meet your needs so you can balance both your personal and professional aspirations. **The event kicks off on Thursday evening with a ... recent graduates, and AECOM professionals from across our business lines . **On Friday, interviews will take place at our...water, new energy and the environment, our public- and private -sector clients trust us to solve their most complex… more
- Commerce Bank (Tamiami, FL)
- … of business within CTC. Essential Functions + Work cooperatively with assigned Private Client Advisor's (PCA's) by providing administrative support in the ... services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth… more
- HUB International (Coral Gables, FL)
- …insurance brokerage industry. Working with our Commercial lines , Personal lines , Employee Benefits or Retirement & Private Wealth teams, you will learn ... with a variety of HUB team members to gain hands-on experience in client service, sales, and more! **Program Highlights** + **Full-Time Pathway:** Our program is… more
- KPMG (Miami, FL)
- …preparation and review of various deliverables, including memorandums, opinions, private letter ruling requests, decks related to transactions, training materials, ... Tax, Legislative and Regulatory + Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment… more
- Stantec (Coral Gables, FL)
- …relations with current and future clients within our community development business line . Typical projects include private and public sector projects: office, ... for the success of all projects. Additionally, the role requires your personal /direct engagement on major & highly visible private development projects… more
- Cherry Bekaert (Coral Gables, FL)
- …be responsible for providing tax and consulting services/projects to an existing client base. Industry experience in Real Estate, Private Equity, Technology/ ... practice and be a service partner to their own client base. Relocation assistance may be provided and limited...and expansion of services to existing clients. Previous service line , market, or industry leadership experience is desirable. You'll… more
- Arena Investors LP (Miami, FL)
- …Trading Operations to provide unparalleled support to the firm's Corporate Securities business lines . In this role, this individual will oversee all aspects of the ... investment team in the operational aspects related to insurance client portfolios. + Bring a control first mindset to...of new global custodians, trading counterparts, deal sources, financing lines , and joint venture relationships + Set up new… more
- KPMG (Miami, FL)
- …Mergers & Acquisition Tax to structure the tax aspects of multinational private equity and strategic mergers, acquisitions, joint ventures, dispositions, and IPOs, ... the complete list of currently approved designations/credentials for the hiring practice/service line , your recruiter can provide you with that list + Knowledge of… more
- Black & Veatch (Coral Gables, FL)
- …that start day 1. Our hybrid environment allows you to balance your work and personal life. At Black & Veatch, you own your career with purpose and meaning. You ... project and commercial leadership capacity. You will own the bottom- line for a portfolio of EPC and services projects...in other areas of grid such as BESS and private networks. In this role, you will have the… more
- KPMG (Fort Lauderdale, FL)
- …Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice. Responsibilities: + Oversee client portfolios of various size and scope within the ... alternative investment fund industry ( private equity, real estate and/or hedge funds) + Act...clients + Manage teams of tax professionals/assistants working on client projects + Assess tax impact on clients of… more
- KPMG (Fort Lauderdale, FL)
- …projects for multi-state alternative investment clients (hedge fund, fund of funds, private equity, real estate) + Work as part of a multi-disciplinary team ... information presented on state income tax returns + Build and manage client relationships, and supervise, mentor, and develop staff Qualifications: + Minimum five… more