- CIBC (San Francisco, CA)
- …existing relationships. + **Represent CIBC in client meetings** : Attend client meetings with Private Bankers to showcase CIBC's sophisticated credit ... Hours** 40 **Skills** Analytical Thinking, Business Development, Business Growth Strategies, Client Service, Customer Experience (CX), Group Problem Solving,… more
- AON (San Francisco, CA)
- Aon is looking for a Risk & Insurance Due Diligence consultant (AVP) in Aon's M&A and Transaction Advisory Solutions practice in San Francisco. We currently have an ... part of a global team delivering M&A services to Private Equity and Corporate clients. As a risk &... Equity and Corporate clients. As a risk & insurance due diligence consultant, you will work closely with… more
- Citigroup (Beverly Hills, CA)
- …& Modern) **Location:** Los Angeles, CA or New York, NY (Hybrid) **Job Family Group :** Private Client Product Services **Job Family:** IF Art Advisory ... **Position Overview:** Citi Private Bank's Art Advisory team has been a...significant business results. Ability to provide authoritative advice regarding client acquisitions or deaccessions. Necessitates a degree of responsibility… more
- Citigroup (San Francisco, CA)
- …and procedures **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...Series 7, 66 (or 63 and 65) licenses + Group 1 Insurance License + This position… more
- Citigroup (San Francisco, CA)
- …and procedures **Education:** . Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...Series 7, 66 (or 63 and 65) licenses . Group 1 Insurance License . This position… more
- Citigroup (San Francisco, CA)
- …the S7) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Product Services **Job Family:** ... prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or...dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time… more
- Steer (Los Angeles, CA)
- …a competitive package of benefits including private medical, dental, and vision insurance , commuter benefits, a group Share Incentive Plan, a 3% 401k ... excellence in project work with both public sector and private sector clients. + Lead client services...benefits including private medical, dental, and vision insurance , a group Share Incentive Plan, a… more
- Mendocino County Sheriff's Office (CA)
- …in a learning capacity, performs basic social services casework; identifies client needs for more intensive casework services and provides referrals; manages ... attorneys; may testify in court. + Maintains confidential information and client confidentiality in accordance with legal standards and/or County regulations;… more
- Maxim Healthcare Services (San Jose, CA)
- …and Financial Security: Health Savings Account, 401(k), Short Term Disability, Voluntary Group Life Insurance and Supplemental Accidental Insurance , Hospital ... and Financial Security: Health Savings Account, 401(k), Short Term Disability, Voluntary Group Life Insurance and Supplemental Accidental Insurance , Hospital… more
- Sacramento County (Sacramento, CA)
- …service OR in a private or governmental agency which included: * identifying client mental health needs * using community resources * using client advocacy ... + Methods and techniques of interviewing. + Principles of counseling, including group leader functions. + Psychotropic drugs and their usage. + Terminology of… more