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Client Service - Meets with clients and prospects to update client goals by leveraging financial planning Reviews investments, strategies, and goals on a regular basis to ensure effective wealth management.
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Familiarity with Synovus line of business partners including mortgage, private wealth management and merchant services. Adheres to Branch Operations Standards, policies and procedures and regulatory guidelines to protect against risk.
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The firm's attorneys routinely advise their clients on all aspects of banking, corporate governance, employee benefits and compensation, estate planning, healthcare, immigration, intellectual property, labor and employment, litigation and risk management, mergers and acquisitions, real estate, securities, tax, and wealth management.
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HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
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We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
$110,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy.
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Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Department Account Management & Service.
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Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
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