- Wells Fargo (Charlotte, NC)
- …discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * ... Services within the Banking, Lending, and Trust division of Wealth and Investment Management . Learn more about...clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management … more
- Citizens (Newport Beach, CA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... client loyalty. Ideal candidates will have a client -centered lending specialist with a commitment to...exempt position and meeting deadlines requires flexibility in time management and additional hours) + Work Schedule: M-F Pay… more
- Wells Fargo (Austin, TX)
- …explain will and trust documents, probate laws, and tax provisions + Experience in wealth management with high-net-worth clients of at least ten million dollars ... HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: *...clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management … more
- HUB International (Chicago, IL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in more ... required + 5+ years of relevant experience, ideally in finance or private wealth /retirement management + Strong proficiency in Microsoft Excel (pivot tables,… more
- Wells Fargo (Minneapolis, MN)
- …related to brokerage and trust accounts for Wealth and Investment Management clients. The Specialist will help support multi-channel branch office associates ... this role:** Wells Fargo is seeking a Securities Operations Specialist as part of the Trade Settlement team within... as part of the Trade Settlement team within Wealth and Investment Management (WIM) Operations. This… more
- Win (Women In Need) (Brooklyn, NY)
- Title of Position: Income Building Specialist /Employment and Education Specialist FLSA Status: Non-Exempt Department: Social Services Reports to: Manager, Income ... the Position Salary: $27.55 per hour The Income Building Specialist (IBS) is responsible for providing employment services, ranging...by Win. *Refer clients to training programs based on client 's goals and experience. *Ensure linkages with the New… more
- HUB International (Las Cruces, NM)
- …casualty, risk management , life and health, employee benefits, investment, and wealth management solutions. With more than 600 offices and over 20,000 ... and building success by developing relationships with others **Senior Renewal Market Specialist ** The Senior Renewal Marketing Specialist is responsible for the… more
- Bank of America (Washington, DC)
- …of hire or must be able to obtain within 120 days of start date **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus ... Alternative Investments Regional Specialist - Private Bank Chicago, Illinois;Washington, District of...+ Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification… more
- S&P Global (New York, NY)
- …the Role:** **Grade Level (for internal use):** 12 **About the Role:** **Sales Specialist - Data, Valuations and Risk (Investor Services)** **The Team:** This is an ... candidate will have experience in financial markets, direct selling, account management and/or the ability to manage complex relationships. **Responsibilities and… more
- Win (Women In Need) (Staten Island, NY)
- Title of Position: Income Building Specialist FLSA Status: Non-Exempt Department: Social Services Reports to: Manager, Income Building and Director, Income Building ... Position: None Purpose of the Position The Income Building Specialist (IBS) is responsible for providing employment services, ranging...Win. + Refer clients to training programs based on client 's goals and experience. + Ensure linkages with the… more