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GMAG is committed to the development and career advancement of its team members, and eligible employees may be required to pursue designations such as the FPQP, CFP, CFA, and CPA. This role can be the starting point of a career path including roles as a paraplanner, client relationship manager, or advisor.
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We are seeking a highly motivated and experienced Principal Investigator to lead the FAU Amyloidosis Project within our Charles E. Schmidt College of Medicine. A monumental $11.5 million gift from Boca Raton philanthropists Ann and John Wood of the FairfaxWood Scholarship Foundation, will enable Florida Atlantic University’s Charles E. Schmidt College of Medicine to create a game-changing infrastructure that will combat amyloid-related disease using a collaborative, whole-body approach.
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We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.
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The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.
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My client, a highly respected and prestigious law firm, is seeking an experienced Real Estate Associate/Attorney to join their Florida office. Our Client is a prestigious law firm with a renowned reputation in the legal industry.
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Supervises/assists in funeral services by: supervising the parking of cars; ushering; driving funeral vehicles; assisting at chapel and church services; assisting at the cemetery; delivering of flowers, caskets, urn, photos and other personal keepsakes or mementos of client families; setting up and removal of chairs, and; participating at special functions.
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What you’ll doAs a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
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As a Marine Construction Sales Representative, you will be responsible for identifying new business opportunities, both working/closing the existing pipeline, and generating new client bases. Client Relationship Management: Build and maintain strong relationships with existing clients while actively engaging with potential customers to understand their needs and requirements (follow-up, ratings.
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My client is looking for a talented, skilled Dermatology Physician Assistant to join their state of the art practice! We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
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This role will be responsible for the preparation and distribution of investor communications, with an emphasis on client reports for private equity fund-of-funds, feeder funds, and monthly hedge fund reporting for private clients.
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Assist with tasks such as: system strategy, gathering and documenting business requirements, leading fit-gap analysis, as-is and to-be business process designs, prototype demonstration, functional configuration, testing, and client user training as it relates to Oracle HCM Cloud Payroll.
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Support the initiatives of the leadership team to drive sales, client engagement, team engagement, visual merchandising, and operational excellence. are: ASTR the Label, ThirdLove, Rent the Runway, Ring Concierge, Malbon Golf, Frankies Bikinis, Bad Birdies, True Classic Tees and many more.
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Machine configuration/Software break-fix (Windows OS-Apple IOS) Deskside support services (deskside and remote) Hardware break/fix (Client-Dell-Apple). A+, Client, Dell certifications is plus and Software/hardware break-fix support experience.
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The Client Advisor will also function as a bank Teller, processing transactions for customers in the lobby and drive-thru. Ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.
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Work with databases like MySQL, PostgreSQL, MongoDB, and MS SQL to ensure efficient and reliable data storage in the cloud.
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schmidt client jobs in Boca Raton, FL
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