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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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Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.
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We are seeking an Wealth Management Associate to support its Client Service Team and Private Wealth Advisors. The successful candidate will provide exceptional customer service to high and ultra-high net worth clientele and assist in delivering financial planning and wealth management services.
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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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Experience with Microsoft Dynamics 365 SC modules such Procurement & Sourcing, Order Management, Inventory Management, Advanced Warehouse Management, Transportation Management.
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Minimum 8 years of relevant experience in the solid waste industry, including landfill gas management, air compliance, and landfill design and permitting. Responsibilities encompass engineering design, client interactions, and team coordination and development, with a focus on solid waste management projects like landfill gas, landfills and infrastructure, composting, and related endeavors spanning design, engineering, permitting, construction, and operations support.
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Bachelor's degree in a relevant field such as Land Management, Mineral Rights, Geology, Environmental Science, or a related discipline. This includes implementing risk management strategies, obtaining legal counsel when needed and resolving disputes or issues related to claim ownership or access rights.
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B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spanning investment banking and institutional brokerage, private wealth and investment management, financial consulting, corporate restructuring, operations management, risk and compliance, due diligence, forensic accounting, litigation support, appraisal and valuation, auction and liquidation services.
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Primary duties of the Trash Collector include: - Operating garbage trucks - Collecting and dumping trash receptacles - Following route assignments as directed Waste Management offers an excellent benefits package that includes medical, dental, vision, life, 401(k) savings and more.
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Kayne Anderson Real Estate is a leading real estate investment firm, managing approximately $15 billion in assets under management across opportunistic equity, core equity, and real estate debt, with sector expertise in medical office, seniors housing, off-campus student housing, multifamily housing, and self-storage.
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Monitor and track hazards using various emergency management operational software, including PDC Disaster Aware, to aid supported regions across Latin America and the Caribbean, including the United States and its territories.
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The Florida Panthers are a community focused organization led by an authentic management team that served our country and now serves the South Florida community. Sound organizational and time management skills.
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Parking Management Company (PMC) is looking to hire a talented full-time or part-time Valet Parking Attendant to help provide outstanding customer service to our clients and our guests. Parking Management Company (PMC) is one of the fastest-growing companies in the hospitality industry, and our valet parking services extend to 5-star hotels, resorts, hospitals, restaurants, and special events.
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Work with the Turnpike Geotechnical Engineer Manager and help with the day-to-day tasks related to the operations of the Geotechnical team, including initiatives, administrative and management tasks.
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A leading Investment Management Firm in Boca Raton, Florida is looking to bring on a Real Estate Paralegal to handle a variety of matters, primarily Title and Survey related responsibilities. who is adept at working in a true team environment and partnering with management, clients, in-house counsel and staff.
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wealth management jobs Title: specialist compliance in Boca Raton, FL
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