- HUB International (Billings, MT)
- …them to give, volunteer, engage, and serve their communities. **ABOUT THE OPPORTUNITY:** The ** Private Client Account Manager ** will be responsible for ... worth clients. This position will interact extensively with clients and carriers. Our Account Managers play a vital role in ensuring our clients receive the service… more
- HUB International (Des Plaines, IL)
- …autonomy, and decision-making. + Prepares annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations ... partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. + Responsible...policies, and procedures. + Makes major decisions independent of manager approval on books of insurance business for which… more
- HUB International (Jupiter, FL)
- …+ **Strong community support and involvement through HUB Gives** **SUMMARY:** The Account Manager manages a book of high-net-worth insurance business, while ... policies, and procedures. This role is focused on growth and retention of the private client book of business. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Makes… more
- HUB International (Myrtle Beach, SC)
- …community + Strong community support and involvement through HUB Gives **SUMMARY:** The Private Client Account Executive leads the overall service, ... relationships with carrier representatives, underwriters, business partners, and HUB colleagues. The Private Client AE is also responsible for working on New… more
- Bank of America (New York, NY)
- Private Client Manager II...+ Oral Communications + Referral Management + Underwriting + Account Management + Attention to Detail + Collaboration + ... Grows book balances and Year over Year revenue + Partners with and mentors Private Client Managers on more complex products and client relationships + Acts… more
- CIBC (New York, NY)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Regional Manager , East Region, will be ... & manage a team of experienced private banking advisors, market managers, private bankers and associates to drive client acquisition and retention through… more
- PNC (Houston, TX)
- …and have an opportunity to contribute to the company's success. As a Senior Client Solution Specialist within the PNC Private Bank organization, you will be ... clients in select deals. This role reports directly to Client Service Manager or the Client...implementation and servicing issues. + Initiates, updates and verifies client , account , or transaction details in relevant… more
- Daymon Worldwide Inc (Sunbury, PA)
- …Manager We build people, brands and businesses! We are looking for a dynamic Business Manager to join one of our account teams. Reporting to a Senior Business ... leadership within account team + Demonstrate an understanding of the Private Brand landscape, best practices and where customers currently exist in these arenas… more
- CIBC (Atlanta, GA)
- …investment management accounts, IRAs, foundations) and act as a trusted partner to the Client Service Manager (s) by serving as their primary point of contact for ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Associate, you will provide day-to-day administrative support… more
- M&T Bank (Wilmington, DE)
- …members to participate in. You'll gain experience by: + Supporting the Relationship Manager with oversight of client relationships + Performing daily cash ... attributes. Join our dynamic experienced team focused on enhancing overall client experience through technology and continuous process improvement. Candidates who… more