- Citigroup (Paramus, NJ)
- …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 (Washington, DC)
- …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
- MyFlorida (Fort Pierce, FL)
- …aspects of adherence such as transportation, obtaining needed medications, receiving Medicaid or private insurance , etc. Consults with public and private ... guidelines and requirements. Responsible for fostering and initiating a client led support group for those clients...holidays and one Personal Holiday each year; + State Group Insurance coverage options, including health, life,… more
- State of Colorado (Greeley, CO)
- …is understandable to all audiences and partners, to include the youth, family, client management, education staff, parole boards, private providers, courts, etc. ... sentenced, or committed. The Division also contracts with numerous private residential and non-residential service providers throughout the State. For… more
- Neuberger Berman (New York, NY)
- The Alternatives Finance Group serves as an intermediary between private equity portfolio managers and external partners, including fund administrators, ... is responsible for overseeing all aspects of fund reporting operations for multiple private equity funds across the Neuberger Berman platform, as well as providing… more
- Wells Fargo (Charlotte, NC)
- …direct support of branches and their responsibilities for remote compliance supervision of Private Client Group (PCG) and Wealth Brokerage Services, (WBS) ... for additional synergies and to maximize efficiencies within the private client group + Review...**Required Qualifications:** + 2+ years of Supervisory Control, Corporate Insurance Risk, Risk Management Consulting, Property or Casualty … more
- Lincoln Financial (Radnor, PA)
- …levels of investment expertise. This role will report to SVP, Head of Client Investment Strategies. **What you'll be doing** Private Markets Investment Support: ... #:** 74931 **The Role at a Glance** Lincoln Financials Client Investment Strategies (CIS) team acts as a source...path to financial security, with products including annuities, life insurance , group protection, and retirement plan services.… more
- Insight Global (Louisville, KY)
- …primary contact between clients and insurance carriers to ensure a seamless client experience. Group Benefit Support & Administration * Continually provide ... client advocate. * Maintain a comprehensive understanding of your dedicated client 's group health portfolio and other internal services and coordinate… more
- Citigroup (New York, NY)
- …the role. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Private ... + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect meetings - Organize the pre-call… more
- Citigroup (New York, NY)
- …to multi-task **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Private ... performance of the individual. **Responsibilities:** + Provide complete service support to client , including solving complex client inquiries + Provide day to… more