- Citigroup (Downey, CA)
- … Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job Responsibilities:** . ... with the goal of bringing in new bank and brokerage assets . Deepen relationships with existing clients in...with strong attention to detail . Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial… more
- WTW (Hartford, CT)
- …Servicing Accounts Is a Plus. + Experience Working with Surety, Including in an Insurance Brokerage Environment a Plus. + Experience Working with Epic and Sure ... Specific Instructions of The Client And / Or Client Manager as Communicated + Ability To Understand and Interpret...Presentation and Organizational Skills. + Working Knowledge of Microsoft Office Including Excel, Word, And Outlook. + 0-2+ Years… more
- Citigroup (Irving, TX)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... us. We'll enable growth and progress together. **Overview of Chief Information Security Office (CISO):** The **Chief Information Security Office (CISO)** is home… more
- WTW (Austin, TX)
- …time off plans for clients. Responsibilities include: + Serving as lead project manager for clients; materially contributing to project plan creation and leading the ... of increasingly complex health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier… more
- WTW (Boston, MA)
- …of placement work + May have formal leadership role as a people manager , team lead, etc. + Anticipates and identifies opportunities for placement operational ... years' experience in professional services, ideally gained in a benefit consulting/ brokerage firm or health care vendor/carrier + Intermediate/advanced knowledge of… more
- First Horizon Bank (Birmingham, AL)
- …wide range of internal and external contacts. Responsible for developing and administering office systems and procedures. The intent of this position is to grow into ... records. Creates and maintains database and spreadsheet files + Coordinates manager 's schedule and makes appointments + Arranges and coordinates travel schedules… more
- Citigroup (Jacksonville, FL)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... us. We'll enable growth and progress together. **Overview of Chief Information Security Office (CISO):** The **Chief Information Security Office (CISO)** is home… more
- DLB Associates (Goodyear, AZ)
- …in the world. Position Title:\u202FOwner's Design Representative (Project Manager ) Position Location:\u202F Goodyear, AZ area - (relocation opportunities ... process and work notifications. + Skilled at using MS Office Suite (Excel, Word, Outlook, PowerPoint, Teams), along with...age 26 + 401k with company match and self-directed brokerage account option + PTO including additional paid time… more
- WTW (Boston, MA)
- …time off plans for clients. Responsibilities include: + Serving as lead project manager for clients; materially contributing to project plan creation and leading the ... of increasingly complex health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier… more
- Truist (Atlanta, GA)
- … brokerage /advisory platform software. + Working knowledge of Microsoft Office applications + Hold or actively working toward industry designations (CFP, ... (ICG) and reports to the Wealth Advisory Senior Product Manager . The ICG team is comprised of teammates with...+ Arrange coverage for scheduled time out of the office . + Perform constructive outbound communications and support pro-active… more