- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Raymond James Financial Advisors, senior leadership within both PCG Investment Products and Private Client Group , and management at alternative investment ... fund partners to troubleshoot service issues including, but not limited to, new investments,...but not limited to, new investments, commission payments, pricing, client statements, and redemptions. + Learn and employ basic… more
- Bank of America (New York, NY)
- …UHNW clients + Proven relationship building and business partnering skills. + Strong client service experience **Desired Skills:** + Experience with manager of ... coverage team that provides dedicated brokerage services to UHNW Private Bank clients. Initial client /prospect engagement and...toward goals. + Delivery of an appropriate level of service over the lifetime of the client … more
- Hatch (Houston, TX)
- …projects including quality, schedules, budgets, risk management and client service ; + Coordinate project staff while maintaining group workload and ... you looking for an opportunity to join a diverse group of professionals who are committed to remaining exceptional?...our Houston, TX office (preferred). The role would be client -facing and require coordination and management of both business… more
- Fairfax County Sheriff's Office (Fairfax, VA)
- …is built on teamwork. You will work daily alongside a dedicated multidisciplinary group of clinicians and specialists, ensuring no client -and no staff member-is ... just helping people find jobs; you are the lead architect of a client 's journey toward independence, providing intensive support that bridges clinical care and… more
- WTW (Tampa, FL)
- …efficiently complete joint work/process steps/etc. + Maintain performance to applicable Client Service and Placement standards and/or metrics. **Qualifications** ... Model Management requirements. + Collaborate and communicate with other client services teams and Shared Service Centers...years of commercial P&C insurance experience, preferably in a client -facing role. + Familiarity with Private Equity… more
- Citigroup (Palo Alto, CA)
- …the role. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Private ... Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect meetings -...opening and closing, loan disbursals, etc. + Provide complete service support to client , including solving complex… 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 ... directly affected by the performance of the individual. **Responsibilities:** + Provide complete service support to client , including solving complex client … more
- AON (New York, NY)
- …varying complexity. + Communicate internally with brokers, coverage / exposure experts, producers, client service team and M&A team members and collaborate to ... part of a global team delivering M&A services to Private Equity and Corporate clients. As a risk &...Communicate internally with brokers, coverage / exposure experts, producers, client service team and M&A team members… more
- Xponential Fitness (Hampton Township, PA)
- …DUTIES AND RESPONSIBILITIES * Provide Pilates instruction to include demo classes, group apparatus classes, private and semiprivate training as scheduled by ... set time prior to the beginning of each scheduled class or private /semiprivate session * Participate in networking/community/ client appreciation events as needed… more
- Primary Health Care (Des Moines, IA)
- …Benefits Liaison thoroughly and critically assesses various factors related to client 's/patient's current financial situation, primarily related to private ... with Benefit Liaison II for all BDAP, marketplace and private insurance needs that clients may present. + Engage...clients insurance needs and execute a plan so the client has the best plan (Medicaid, ASI, ESI) as… more
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