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You will be a point of contact for escalated issues and work closely with various internal departments, including but not limited to Portfolio Management Group, Traders, Middle Office, Trade Support, Client Guidelines, Client Reporting, Private Client, Insurance Operations, Pricing & Valuation, and Corporate Actions.
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Underwriting & Credit Analysis - Real Estate Credit Underwriting - Citi Community Capital Portfolio - Credit Associate AVP (C12) Citi continues to enhance its business control and governance framework by building out Institutional Credit Management (ICM), a new function in the 1st Line of Defense, to house and consistently manage credit risk activities performed across its Institutional Client Group organization.
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Overview: The Client Services Manager (“CSM”)’ is primarily responsible for undertaking all aspects of insurance management for a varied portfolio of licensed insurance companies to maintain and improve client relationships, and the Company’s performance.
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Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
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The Regional Property Manager is responsible for the business plan execution for an assigned portfolio of properties. The Regional Property Manager must demonstrate strong client and team management skills.
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Our entry-level manager trainee would start by working with our newer, non profit client and their teams. We added 3 more nonprofit clients to our portfolio and quickly became the number one source of donors for our clients.
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As a result, this is a heavily sales-oriented position requiring tested negotiating skills, empathy; client, portfolio, and personnel management expertise, and an understanding of mergers and acquisitions.
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At CESO, it is the role of a Civil Engineering Project Manager to plan, execute, and deliver projects in accordance with client expectations. With a diverse portfolio of residential, energy, commercial, light industrial and public programs, CESO has the opportunity for you to develop your career.
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Our portfolio includes projects within multiple markets sectors including: FDA Regulated/Food & Beverage, Advanced Manufacturing, Mission Critical, Mobility and Energy. A Project Executive (PX) is responsible for providing leadership to the project team as well as developing and cultivating client relationships- both existing and new.
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You will primarily handle inbound calls from consumers interested in saving on their Medicare expenses and optimizing their benefit coverage while also helping build your client portfolio through outbound consumer engagement efforts.
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Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates. We're looking for strong leaders with backgrounds in distributed systems and networking to help build new services on a multi-tenant cloud environment at a massive scale while also contributing towards the growth of the overall virtual networking portfolio.
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Who You'll Work With:We are looking for a Portfolio Implementation Associate to join our Private Wealth PMG team in New York, NY or Nashville, TN.Private Wealth Portfolio Management Group supports the implementation of our private client accounts.
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It is a faith-based, family-oriented company environment that exemplifies work/life balance and family values - and carries that through to their client & contractor relationships. This regional real estate development consultation firm works largely in the residential/multi-family industry with an impressive Southeastern portfolio of projects.
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The need for their portfolio of businesses is rapidly expanding in markets they are in and Southeastern markets - Plus, their services are in high demand. Monitor Multifamily Construction Process.
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The ELE Lifecycle Portfolio Mgmt and Operations (LPM&O) Senior Specialist plays a significant role in supporting cross-team operational activities and is responsible for delivering and executing multiple complex ELE-wide projects involving significant technology and/or business complexity.
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