Wealth Relationship Manager
1 month ago
We are seeking a highly skilled Wealth Relationship Manager to join our team at Citigroup Inc. This is a challenging and rewarding role that requires a strong understanding of financial planning and wealth management principles.
Key Responsibilities- Build and Deepen Relationships: Identify, build, and deepen relationships with affluent and high net worth clients to gain incremental wallet share.
- Anticipate Client Needs: Anticipate the complex financial needs of clients and offer solutions through a wide range of products, services, and tools.
- Provide Holistic Financial Solutions: With the support of product specialists, recognize and understand clients' banking, credit, and investment needs and goals to provide holistic financial solutions.
- Regular Value-Added Engagement: Provide regular value-added engagement with clients through high-touch, face-to-face meetings, consistent communication, and access to seminars.
- Master Referral Opportunities: Master referral opportunities to grow portfolio and expand high-value customer relationships.
- Proactively Source and Acquire Clients: Proactively source, acquire, and expand high-value customer relationships by maximizing sale and service opportunities.
- Refer Opportunities to Segment Partners: Refer opportunities to segment partners where appropriate, including lending consultants and financial advisors.
- Organize Client Events: Organize client events to enhance client bonding and relationships.
- Manage Client Follow-Up: Manage client follow-up and adhere to all regulatory and compliance operating procedures.
- Ensure Compliance: Ensure that KYC/AML and other compliance norms are strictly adhered to.
- Partner with Branch Team: Partner with all roles on the branch team to ensure all clients have a positive in-branch experience.
- 5-8 Years of Experience: 5-8 years of experience in financial planning and wealth management.
- Strong Analytical and Financial Skills: Strong analytical and financial skills, including knowledge of Microsoft Office and experience using financial planning software.
- Strong Communication and Organizational Skills: Strong communication and organizational skills, with the ability to work independently and as part of a team.
- US Registration Requirements: Current registration for FINRA series 6, 63, and 65, with the ability to obtain insurance group 1 registration within 120 days.
Bachelor's/University degree or equivalent experience in a related field.
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Wealth Relationship Manager
4 weeks ago
Atwater, California, United States Citigroup Inc Full timeJob SummaryThe Wealth Relationship Manager is a seasoned professional role that requires in-depth disciplinary knowledge and expertise in financial planning and wealth management. The successful candidate will be responsible for building and deepening relationships with affluent and high net worth clients, providing holistic financial solutions, and driving...
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Wealth Relationship Manager San Rafael, CA
4 days ago
Atwater, California, United States Citigroup Inc Full timeThe role of the Wealth Relationship Manager is a critical position within Citigroup Inc. that requires a seasoned professional with in-depth knowledge of financial planning and wealth management. The successful candidate will be responsible for identifying and building relationships with affluent and high-net-worth clients, providing them with tailored...
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Project Manager
3 weeks ago
Atwater, California, United States Balance Staffing- Call Center Full timeJob Title: Construction Project Manager/EstimatorJob Type: Full-timeSalary Range: Up to $100,000.00 per yearLocation: Atwater, CAJob Description:Key Responsibilities:Develop and implement project plans, including scope, timeline, and budget.Coordinate with architects, engineers, and other stakeholders to ensure project specifications and requirements are...
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Plant Operations Manager
1 month ago
Atwater, California, United States Teasdale Latin Foods Full timeJob Title: Plant ControllerAt Teasdale Latin Foods, we are seeking a highly skilled and experienced Plant Controller to join our Finance Team. As a key member of our team, you will be responsible for managing the plant's day-to-day accounting and finance functions, ensuring compliance with regulatory requirements and providing financial insights to support...
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Plant Operations Manager
1 week ago
Atwater, California, United States Teasdale Latin Foods Full timeJob SummaryThe Plant Controller will be a key member of the Finance Team at Teasdale Latin Foods, responsible for managing the plant's day-to-day accounting and finance functions. This role reports to the Sr. Plant Controller and is a critical position in ensuring the financial integrity of the plant.Key ResponsibilitiesDrive efficiencies by managing the...
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Construction Project Manager/Estimator
1 week ago
Atwater, California, United States Balance Staffing- Call Center Full timeJob DescriptionJob Title: Construction Project Manager/EstimatorType of Role: Direct HireLocation: Atwater, CASalary Range: $100kMonday- Thursdays 4/ 10 scheduleA LOT OF OT - Availability on weekendsOur client is seeking a Construction Project Manager/ Estimator in Atwater, CA.They are proud to be a full-service industrial contractor for all Agricultural and...
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Mobile Department Lead
2 weeks ago
Atwater, California, United States MarketSource Full timeJob Title: Mobile Department LeadJob Summary:MarketSource is seeking a highly motivated and experienced Mobile Department Lead to join our team. As a Mobile Department Lead, you will be responsible for driving sales productivity and customer satisfaction within our partner's retail locations. You will work closely with our partner to manage the local client...
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Utility Worker
2 weeks ago
Atwater, California, United States Teasdale Latin Foods Full timeJob Title: Utility WorkerAt Teasdale Latin Foods, we are seeking a highly skilled and detail-oriented Utility Worker to join our team. As a Utility Worker, you will play a critical role in ensuring the highest quality of our products and maintaining a safe and clean work environment.Key Responsibilities:Verify all related documents, records, and procedures...
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Maintenance Procurement Specialist
4 weeks ago
Atwater, California, United States Teasdale Latin Foods Full timeMRO/Maintenance Buyer Job DescriptionThe MRO/Maintenance Buyer plays a crucial role in procuring maintenance, repair, and operations (MRO) supplies and equipment for a food manufacturing facility. Reporting directly to the Maintenance Manager, this position is responsible for partnering on the procurement process, identifying vendors, and maintaining...
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MRO Procurement Specialist
2 weeks ago
Atwater, California, United States Teasdale Latin Foods Full timeMRO/Maintenance Buyer Job DescriptionThe MRO/Maintenance Buyer plays a critical role in sourcing and procuring maintenance, repair, and operations (MRO) supplies and equipment for a food manufacturing facility. This position requires a strong understanding of mechanical components and systems to ensure the right parts are sourced efficiently to minimize...
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Maintenance Buyer
2 weeks ago
Atwater, California, United States Teasdale Latin Foods Full timeMRO Buyer Job DescriptionThe MRO Buyer plays a crucial role in procuring maintenance, repair, and operations (MRO) supplies and equipment for a food manufacturing facility. This position requires in-depth knowledge of mechanical components and systems to ensure that the right parts are sourced efficiently to minimize downtime in operations.Key...
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Mobile Department Lead
2 weeks ago
Atwater, California, United States MarketSource Full timeAbout the RoleWe are seeking a highly motivated and experienced Mobile Department Lead to join our team at MarketSource. As a key member of our sales and marketing team, you will be responsible for driving sales productivity and customer satisfaction within our partner's national retail locations.Key ResponsibilitiesDrive sales productivity and customer...
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Maintenance Procurement Specialist
3 weeks ago
Atwater, California, United States Teasdale Latin Foods Full timeMRO/Maintenance Buyer Job DescriptionThe MRO/Maintenance Buyer plays a crucial role in procuring maintenance, repair, and operations (MRO) supplies and equipment for a food manufacturing facility. Reporting directly to the Maintenance Manager, this position is responsible for partnering on the procurement process, identifying vendors, and maintaining...
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Autonomous Vehicle Maintenance Specialist
1 week ago
Atwater, California, United States Talascend Full timeA Talascend client in Atwater, CA is seeking skilled Vehicle Technicians to support fleet readiness through maintenance, repairs, and operations within their workshop. This role focuses on performing high-quality service on fleet vehicles to ensure safety and reliability. Key Responsibilities:* Perform scheduled and preventative maintenance, diagnostics, and...
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Autonomous Vehicle Technician
4 days ago
Atwater, California, United States Talascend Full timeA Talascend client in California is seeking skilled Vehicle Technicians to support fleet readiness through maintenance, repairs, and operations within their workshop. This role focuses on performing high-quality service on fleet vehicles to ensure safety and reliability.Key Responsibilities:Perform scheduled and preventative maintenance, diagnostics, and...
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Financial Controller
3 weeks ago
Atwater, California, United States Joseph Gallo Cheese Company Full timeJob DescriptionWe are seeking a seasoned accounting professional to join our team at Joseph Gallo Cheese Company. As a Financial Controller, you will play a critical role in enhancing our accounting processes and book-keeping procedures.Key ResponsibilitiesManage up-to-date book keeping activities & records for Joseph Gallo Farms group of companies per...
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Care Specialist
4 weeks ago
Atwater, California, United States HealthEcareers - Client Full timeAbout the RoleWe are seeking a highly skilled and compassionate Care Specialist to join our team at HealthEcareers - Client. As a Care Specialist, you will play a vital role in delivering high-quality care to our patients, working closely with our interdisciplinary team to ensure seamless coordination and support.Key ResponsibilitiesConduct direct outreach...
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Care Specialist
4 weeks ago
Atwater, California, United States Upward Health Full timeAbout Upward HealthUpward Health is an innovative medical group that provides 24/7 whole-person care to patients in the comfort of their own homes. Our team of dedicated professionals is committed to delivering exceptional care and support to those who need it most.Job SummaryWe are seeking a highly motivated and compassionate Care Specialist to join our...
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Care Specialist
1 month ago
Atwater, California, United States Upward Health Full timeAbout Upward HealthUpward Health is a leading provider of in-home, multidisciplinary medical care, delivering 24/7 whole-person care to patients in need. Our clinical team treats physical, behavioral, and social health needs, ensuring that every patient receives comprehensive and personalized care.Job SummaryWe are seeking a highly motivated and...
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Project Manager
1 month ago
Atwater, United States Balance Staffing- Call Center Full timeJob DescriptionJob DescriptionJob Title: Project Manager/ EstimatorType of Role: Direct HireLocation: Atwater, CASalary Range: $100kMonday- Thursdays 4/ 10 scheduleA LOT OF OT - Availability on weekendsOur client is seeking a Construction Project Manager/ Estimator in Atwater, CA.They are proud to be a full-service industrial contractor for all...
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Mobile Associate, Bilingual Spanish
3 months ago
Atwater, United States Disability Solutions Full timeAt T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and...
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Care Specialist
4 weeks ago
Atwater, United States HealthEcareers - Client Full timeCARE SPECIALIST - ECMAre you a dedicated individual with a passion for providing quality care and making a positive impact in the lives of others? If you possess a unique blend of skills and attributes, including critical thinking, resilience, and the ability to thrive in unstructured environments, we invite you to consider joining our team as a Care...
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Care Specialist
4 weeks ago
Atwater, United States Upward Health Full timeCARE SPECIALIST - ECMAre you a dedicated individual with a passion for providing quality care and making a positive impact in the lives of others? If you possess a unique blend of skills and attributes, including critical thinking, resilience, and the ability to thrive in unstructured environments, we invite you to consider joining our team as a Care...
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Care Specialist
4 weeks ago
Atwater, United States Disability Solutions Full timeCARE SPECIALIST - ECMAre you a dedicated individual with a passion for providing quality care and making a positive impact in the lives of others? If you possess a unique blend of skills and attributes, including critical thinking, resilience, and the ability to thrive in unstructured environments, we invite you to consider joining our team as a Care...
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Care Specialist
1 month ago
Atwater, United States Upward Health Full timeJob DescriptionJob DescriptionCARE SPECIALIST - ECMAre you a dedicated individual with a passion for providing quality care and making a positive impact in the lives of others? If you possess a unique blend of skills and attributes, including critical thinking, resilience, and the ability to thrive in unstructured environments, we invite you to consider...
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Care Specialist
1 month ago
Atwater, United States Upward Health Full timeJob DescriptionJob DescriptionCARE SPECIALIST - ECMAre you a dedicated individual with a passion for providing quality care and making a positive impact in the lives of others? If you possess a unique blend of skills and attributes, including critical thinking, resilience, and the ability to thrive in unstructured environments, we invite you to consider...
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Care Specialist
1 month ago
Atwater, United States Upward Health Full timeJob DescriptionJob DescriptionCARE SPECIALIST - ECMAre you a dedicated individual with a passion for providing quality care and making a positive impact in the lives of others? If you possess a unique blend of skills and attributes, including critical thinking, resilience, and the ability to thrive in unstructured environments, we invite you to consider...
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Human Resources Generalist
3 weeks ago
Atwater, Ohio, United States TKC - Kodi Collective LLC Full timeJob Summary:The HR Generalist will play a vital role in supporting the HR Manager in running the daily functions of the department. This position will be involved in a wide range of HR-related tasks, including recruiting, onboarding, and retention. The successful candidate will contribute to a positive and engaging workplace environment, assist employees and...
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Accounts Payable Clerk
3 weeks ago
Atwater, United States Robert Half Full timeJob DescriptionJob DescriptionWe are offering a long-term contract employment opportunity for an Accounts Payable Clerk in the Atwater market. As an Accounts Payable Clerk, you will be tasked with maintaining precise financial records, processing payments, and managing data entry tasks in a fast-paced environment. Responsibilities:• Oversee the accounts...
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MRO / Buyer
4 weeks ago
Atwater, United States Teasdale Latin Foods Full timeMRO/BUYER - ATWATER, CA Target Salary = $60,000 to $70,000 OVERVIEW: The MRO/Maintenance Buyer plays a crucial role in procuring maintenance, repair, and operations (MRO) supplies and equipment for a food manufacturing facility. Reporting directly to the Maintenance Manager, this position is responsible for partnering on the procurement process, identifying...
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MRO / Buyer
3 weeks ago
Atwater, United States Teasdale Latin Foods Full timeMRO/BUYER - ATWATER, CA Target Salary = $60,000 to $70,000 OVERVIEW: The MRO/Maintenance Buyer plays a crucial role in procuring maintenance, repair, and operations (MRO) supplies and equipment for a food manufacturing facility. The ideal candidate will be responsible for sourcing, purchasing, and managing inventory of Maintenance, Repair, and Operations...
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Human Resources Assistant
1 week ago
Atwater, Ohio, United States TKC - Kodi Collective LLC Full timeJob Summary:The HR Generalist will assist the HR Manager in managing the daily functions of the department and will be involved in a wide range of HR-related tasks. This includes recruiting, onboarding, and retention, as well as contributing to a positive and engaging workplace environment.Duties and Responsibilities:Recruit, interview, and facilitate the...
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Plant Controller
1 month ago
Atwater, United States Teasdale Latin Foods Full timePLANT CONTROLLER - ATWATER, CA Salary Range = $120k to $130k OVERVIEW: The Plant Controller will be a key member of the Finance Team and is responsible for managing the plant's day-to-day accounting and finance functions. The Plant Controller reports to the Sr. Plant Controller. WHAT YOU'LL DO: Reasonable accommodations may be made to enable individuals...
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Nurse Practitioner
3 months ago
Atwater, OH, United States Illumia Full timeOur Company: Illumia Health is a fast-growing part of Gentiva, an industry leader in hospice and palliative care. Our clinical teams serve as an extension of physicians’ care, partnering with them and other specialists to offer advanced illness management, a specialized form of high-touch palliative care designed to provide relief from the symptoms and...
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SR. SYSTEM ANALYST
4 weeks ago
Atwater, United States Joseph Gallo Cheese Company Full timeJob DescriptionJob DescriptionDescription:We are one of the most respected premium all-natural cheese makers in North America, and we continue to win prestigious awards for, not only our high-quality products, but also in recognition of our passion for sustainable practices. Today, we are in our third generation as a family business, who seeks innovative...
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Care Specialist
4 weeks ago
ATWATER, CA, United States Upward Health Full timeCARE SPECIALIST - ECMAre you a dedicated individual with a passion for providing quality care and making a positive impact in the lives of others? If you possess a unique blend of skills and attributes, including critical thinking, resilience, and the ability to thrive in unstructured environments, we invite you to consider joining our team as a Care...