- SMBC (New York, NY)
- …on optimal capital structure, balance sheet optimization and raising debt in the public/ private markets + Assist the team with client relationships to develop ... SMBC Group is a top-tier global financial group...corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive… more
- Ventura County (Ventura, CA)
- …office environment but may require visits to other organizations, agencies and departments, private businesses, client homes or work locations; and will require ... HS Client Benefit Specialist Print (https://www.governmentjobs.com/careers/ventura/jobs/newprint/4959442) Apply HS...to offset the purchase of medical, dental, and/or vision insurance for you and your dependents. + Employee only… more
- BMO Financial Group (West Palm Beach, FL)
- …business proposals or presentations to clients/prospects based upon their needs. + Assist Private Wealth Advisors in market research of client and prospects + ... the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned… more
- Citigroup (Atlanta, GA)
- …degree preferred + Licenses: FINRA Licensed Series 7, 63 / 66 preferred **Job Family Group :** Private Client Coverage **Job Family:** Private Banker ... operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through… more
- WTW (New York, NY)
- …** Client Advocacy Personal Lines Overview** Personal Lines Private Client practice provides personal risk management and insurance solutions that help ... experience working with world-class clients and colleagues in the insurance industry. The program provides the opportunity for interns...as we see fit. A role with Personal Lines Private Client team is suited for individuals… more
- BMO Financial Group (New York, NY)
- …Responsibilities:** + Revenue generation through delivery of FX and/or IR solutions to BMO's Private Equity Fund client base + Track and analyze key sales ... dynamic team with a proven track record in servicing ** private equity funds** level hedging needs. In this role,...and seek to expand our offering to a broader client base. This role is client facing… more
- Regions Bank (Atlanta, GA)
- …Managing Directors, Directors, and Vice Presidents. Responsibilities may vary based on the group and client needs, but analysts can expect to partner across ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- Neuberger Berman (New York, NY)
- …point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new accounts, LOAs, account ... and wires, RMDs, name/address/beneficiary changes, ACAT and DTC transfers, cost updates, client directed trade orders, and other miscellaneous client requests +… more
- Neuberger Berman (New York, NY)
- …desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all ... required documentation + Perform daily review and maintenance of client accounts, including administrative changes, cash/security movements, and addressing… more
- Applewood Centers (Cleveland, OH)
- $2,000 Sign-On Bonus! AGENCY SUMMARY: Applewood Centers is a private , nonprofit agency providing mental health services, social services and education to children, ... POSITION SUMMARY: We are looking for a qualified Licensed Group Therapist to provide guidance and instruction to foster...clinical topics as directed via curriculum based on individual client treatment needs. + Supervise client activities… more