- Huntington National Bank (Charlotte, NC)
- …origination, underwriters, relators, and borrowers. Borrowers include first time home buyers, private client group, existing and new bank customers, and ... customers seeking purchase or refinances + Work closely with our Loan Officers and Personal Production Assistants to ensure a timely and accurate experience of the customer throughout the mortgage process. + Interact with mortgage professionals to obtain… more
- JPMorgan Chase (New York, NY)
- …advise on legal issues and risks relevant to JP Morgan Wealth Management's Private Client Advisor, Personal Advisor, and Financial Advisor businesses. The Legal ... Department at JPMorganChase manages legal and other risks, advises on products and services, interprets laws and regulations that impact the firm, and advises the firm on other matters. Our global team is made up of 2,000 lawyers and legal professionals with a… more
- USAA (Richmond, VA)
- …to obtain home state and multistate license within 90 days. + High Net Worth/ Private Client Experience and ability to handle sensitive information. + Excellent ... communication and customer service skills. **What sets you apart:** + 4 or more years of Commercial Lines Insurance experience writing new business. (Not including renewals and/or servicing) + 4 or more years working experience quoting and binding directly… more
- TD Bank (Marlton, NJ)
- …Supervisory Jurisdiction (OSJ). This role assists in the regulatory oversight for TD Private Client Wealth, (TDPCW), a US registered Investment Advisory Service ... and a US Broker Dealer and TD Wealth Management Services Inc. (TDWMSI). The Central Supervision Analyst performs essential trade surveillance and electronic communications monitoring functions. This role performs these monitoring functions, including the… more
- Shimmick (Suisun City, CA)
- …monitor opportunities on procurement portals such as DOT, municipal bidding platforms, and private client portals. + Log upcoming bids, deadlines, and potential ... projects for the estimating calendar. + Assist in entering the pursuits into our CRM platform. **DBE/GFE Compliance & Outreach** + Manage Good Faith Effort requirements which include documentation, advertising and outreach. + Research and understand each… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …as expert in how country rules are applied to all aspects of Raymond James Private Client Group business. + Maintain knowledge of Raymond James' businesses and ... the varying ways that international business is conducted at the firm. + Maintain an understanding of the Raymond James' process for evaluating international business risk and the countries in which it conducts business, and serve as a key contributor to the… more
- Langan Engineering, Environmental, Surveying and Landscape… (Dallas, TX)
- …P erform complex hydrologic and hydraulic modeling solutions for various public and private client projects; provide analysis for specific portions of broader ... engineering and environmental projects; + Assist with the preparation and modification of various engineering documents including reports, design plans, specifications, construction schedules and engineer's estimates for projects using engineering and design… more
- Langan Engineering, Environmental, Surveying and Landscape… (Dallas, TX)
- …Responsibilities + Perform hydrologic and hydraulic modeling solutions for various public and private client projects; + Assist with the planning, design and ... permitting of civil engineering, land development and infrastructure projects; + Assist with the preparation and modification of various engineering documents including reports, and design plans, using engineering and design software (AutoCAD, Civil 3D,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …needs. **Department Overview** Branch Third-Party Suppliers Solutions serves and consults Private Client Group advisors with Raymond James broker/dealers, on ... third-party supplier software tools and services. In servicing advisors, Third-Party Supplier Solutions administers and educates advisors or branch personnel to help streamline their experience in a third-party supplier request process. Servicing also includes… more
- HUB International (Culver City, CA)
- …with high net-worth carriers strongly preferred (PURE, Cincinnati, AIG, Chubb/ACE and Nationwide Private Client ) + currently licensed (in good standing) + have ... the confidence and demeanor to effectively interact with all levels within the organization + computer literate - Microsoft Office Suite and Outlook Join the HUB team and watch your career take off! Apply today! * _The expected hourly range for this position… more