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Manage DocuSign flow and coordinate with the assigned Wealth Relationship Manager / Wealth Advisor / Client Specialist to walk client through the process. Interview prospects to establish source of wealth, banking needs and to require documents necessary to drive a diligent acquisition process, ensuring fast turnaround in client documentation and KYC profiling, with the highest quality possible, to guarantee quick relationship establishing and funding.
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Wealth businesses serve ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net-worth customer relationship tiers of Citigold and Citigold Private Client and offers wealth management in the workplace through Citi Global Wealth at Work.
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Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Wealth Management Advisor.
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2+ year’s financial services experience in related business-lines that developed/served business client relationships; including: Treasury Management, Wealth Management, and Consumer Banking.
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Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available. Collaborating with Senior Agents to achieve business and career goals with a clear “pathway to growth”, while operating with a “team player” mentality.
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The Senior Field Security Service Technician will play a pivotal role in servicing, maintaining, repairing, and troubleshooting/diagnostics on access control equipment and IP-based video systems.
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Financial Crime Testing & Validation Senior Consultant. Experience submitting written or oral reports of audit results to senior management and audit committees including findings, analysis, conclusions and recommended actions.
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As a member of our Trading Risk Management team you will report to the Senior Risk Manager. The team is responsible for all aspects of sportsbook risk including pricing, limits, customer profiling, vigilance of trading patterns, bet acceptance, market positioning, live trading and control of all other drivers of sportsbook margin.
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How to Apply: If you are a self-motivated, client-focused individual looking to start a career in insurance sales, please apply today. We are seeking Remote Client Sales Relationship Specialists to join our dynamic team.
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Establish processes to facilitate automation, including reconciliation reports and other documentation to support senior management reviews and approvals for CCAR/QMMF Overlays. Citibank, N.A. seeks a Risk Policy Senior Officer I for its Fort Lauderdale, FL location.
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Extra PTO for recreational stays in client properties. Proficient in Adobe Creative Suite (Photoshop, Indesign, Illustrator, Adobe Lightroom) Motion Graphics & After Effects / Adobe Premiere is a plus.
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The Development Services Department's Building Services Division is seeking a Senior Mechanical Inspector (OR Mechanical Inspector). Miami-Dade County Construction Trades Qualifying Board, issued on or after January 1, 1968.
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The Senior Inspector will primarily work independently on FDOT projects consisting of milling and resurfacing, bridge construction, signalization, earthwork operations, stripping operations, and final estimate preparation.
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From optimizing a production line to the latest breakthroughs in cell therapy, this is work that transforms the lives of patients, and the careers of those who do it.
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Description We are currently seeking a Client Advisor who will report to the Store Manager as part of our dynamic team in Sawgrass. How you will contribute:Meet and exceed monthly sales goals and KPI’s thru client outreach; developing new clients via appointments and consignments, informing all clients of new collection deliveries, in-store events and relevant brand initiativesEffectively utilize the Bottega Veneta Client Journey and other selling techniques (cross-selling, multiple selling, upselling, etc.
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wealth job Title: senior client in Fort Lauderdale, FL
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