- Raymond James Financial, Inc. (St. Petersburg, FL)
- …plan. + Develops and maintains relationships with other business units, inclusive of Private Client Group , to help maintain the strategic partnership ... details on mortgage product and processes with all organizational levels, including Private Client Banking, Raymond James Bank, technology, legal, compliance,… more
- Citigroup (New York, NY)
- …subject + MBA or Master's degree in a quantitative field preferred **Job Family Group :** Private Client Product Services **Job Family:** RRE Mortgage ... determine the appropriate solution; ensure timely escalations where appropriate. + Investigate client issues with full ownership and ensure a timely resolution. +… more
- Citigroup (Washington, DC)
- …and 10 **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Franchise ... The Wealth Group Executive is accountable for management of complex/critical/large...all market direct reports towards driving the new CPWM client centric and segment strategy. + Motivates, persuades, and… more
- Citigroup (Miami, FL)
- …to acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Client ... The Licensed Client Service Associate is a developing professional role...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Raymond James Financial, Inc. (Seattle, WA)
- …and operations and administration. RJA employs approximately 3,200 financial advisors through its private client group under RJA's eponymous "Raymond James & ... for benefits, processing requests for withdrawal, and any other activity that the client and their participants may need. Your guidance is provided to perform varied… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …administrative and investment management services to trust clients + Work closely with the Private Client Group leaders to ensure we are delivering on ... with the trust company's goals, overseeing the management of client trust portfolios, conducting thorough market research, managing risk,...continuous improvement + Work closely with the Asset Management Group at RJ to ensure we are leveraging all… more
- Raymond James Financial, Inc. (NY)
- …+ Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country + Detailed ... and timely manner + Provide guidance and mentoring to less-experienced peer group members **Knowledge, Skills, and Abilities** **Advanced knowledge of:** + Concepts,… more
- Citigroup (Miami, FL)
- …**Education:** + Bachelor's/university degree; master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... ") is a global strategic segment anchored within Citi Private Bank ("CPB"). The Group works in...wealth and asset management needs ("Core Family Office"). The Group 's primary role is to support new client… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the following office location: St. Petersburg, FL._** **Job Summary:** As part of the Private Client Group technology team, this Senior Software Engineer ... their needs a primary focus of action; develop and sustain productive client relationships. + Occasionally work a non-standard shift including nights and/or weekends… more
- Citigroup (New York, NY)
- …communication skills. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... as well as ensuring after-sales follow-up + Partner with Private Bankers to develop comprehensive understanding of client... Private Bankers to develop comprehensive understanding of client needs and to assist the Private … more
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