- HUB International (Wilmington, MA)
- … Group . Overview: Responsible for servicing assigned high net worth/ private client group personal insurance accounts. Account rounding and the ... you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty,.... Complete annual client reviews for all Private Client Group clients with… more
- Citizens (Osterville, MA)
- …Business Partners, etc. + Provide regular, value-added engagement with clients of the Private Client Group : high-touch, face-to-face or virtual meetings, ... clients. As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial...(or 7), 63 (or 66), and Life and Health Insurance Licenses. + At least two licenses required; additional… more
- Citizens (Bedford, MA)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...a variety of services, including financial planning, investment management, insurance , and estate planning. Qualifications, Education, Certifications and/or Other… more
- Wellington (Boston, MA)
- …members of the Focused Initiatives capital formation team, and other colleagues within our Client Group , Private Equity Investment and Deal Teams, and other ... Management globally; in particular, Private Investment Deal Teams, the Client Group , Fund Services, Legal Services, and Tax Services. **RESPONSIBILITIES**… more
- Wellington (Boston, MA)
- …closely with members of the Focused Initiatives IR team, and other colleagues within our Client Group , Private Credit Investment and Deal Teams, and other ... Management globally; in particular, Private Investment Deal Teams, the Client Group , Fund Services, Legal Services, and Tax Services. **RESPONSIBILITES**… more
- Citigroup (Boston, MA)
- …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
- Deloitte (Boston, MA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Maxim Healthcare Services (Foxborough, MA)
- …and Financial Security: Health Savings Account, 401(k), Short Term Disability, Voluntary Group Life Insurance and Supplemental Accidental Insurance , Hospital ... Weekly Paychecks + Health, Dental, Vision, HSA and Life Insurance + Paid Time Off + 401(k) Savings Plan...Utilizes the nursing process to plan, implement, and evaluate patient/ client care and/or services provided to client (s)… more
- Deloitte (Boston, MA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- Maxim Healthcare Services (Abington, MA)
- …and Financial Security: Health Savings Account, 401(k), Short Term Disability, Voluntary Group Life Insurance and Supplemental Accidental Insurance , Hospital ... Weekly Paychecks + Health, Dental, Vision, HSA and Life Insurance + Paid Time Off + 401(k) Savings Plan...Utilizes the nursing process to plan, implement, and evaluate patient/ client care and/or contracted services + Administers medications and… more
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