- Fidelity TalentSource LLC (Portland, OR)
- Job Description: High Net Worth Representative To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius ... Vancouver, Beaverton, Tigard We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Portland, OR Metro area!… more
- Amerant Bank (Coral Gables, FL)
- …International Relationship Manager (SRM) is responsible for managing and retaining a book of business of High Net Worth and Ultra High Net Worth ... such as trust officers, wealth advisors, etc. to integrate solutions; ensures high standards of service quality are provided to customers to strengthen customer… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …team who provides an outstanding service experience to, and fosters relationships with, ultra- high net worth strategic advisor firms (the most complex ... The AXS will be part of a team dedicated to answering strategic advisor and high net worth donor calls and responding to emails. The AXS optimizes the client… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …in customer interactions and sales production, and long-term relationshipsUnderstanding of Fidelity High Net Worth solutions including Managed Accounts and ... company vision and cultivate long term client relationships while ensuring high levels of customer loyalty.The Skills You Bring\u200BOutstanding leadership skills… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …the client and Wealth Advisor or Investment Advisor.Serve as first point of contact for many high net worth clients, as well as build and maintain those ... multiple integrated businesses. The Client Services Associate is responsible for providing high level service delivery to trust and agency clients, Wealth Advisors,… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …of the client and Wealth Director or Investment Advisor.Serve as first point of contact for high net worth clients, as well as build and maintain those ... and our purpose. The Financial Associate will be responsible for for providing high level service delivery to Wealth Clients, Advisors and Vendors. The incumbent… more
- Amerant Bank (Tampa, FL)
- …and policies and proceduresWork Experience:5+ years of experience working with high - net - worth customers, providing them deposit product solutionsExperience ... in the domestic professional segment using market knowledge to:Ensure delivery of high standards of service to strengthen customer loyaltyMaintain a dedicated, … more
- Wilmington Savings Fund Society (Wilmington, DE)
- …email, and correspondenceManage personal trust accounts and relationships, including those of high - net worth individuals; Compliance and legal projects as ... daily administration of personal trust accounts of moderate to high complexity, profile, and/or volume; providing high ...to high complexity, profile, and/or volume; providing high level service delivery to Delaware Advantage trust and… more
- Fidelity TalentSource LLC (Boston, MA)
- …(SAI) is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of investment solutions include ... matter depth and operations process expertiseAbility to maintain a high level of attention to detail while handling\u00A0large workloads and… more
- Fidelity TalentSource LLC (Fairfield, CT)
- …client contact strategy and encouraging annual reviewsSeeing opportunities for asset consolidation and/or High Net Worth product development, and other more ... for delivering thoughtful & trustworthy service to clients seeking a personalized high -touch relationshipYour subject matter expertise will be used to address unique… more
- Fidelity TalentSource LLC (Indianapolis, IN)
- …for your clientsYou are professional with a polished communication style compatible with high net worth clienteleBeing coachable, collaborative, and curious ... are your "go to" attributes Our Investments in YouFidelity s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate… more
- Fidelity TalentSource LLC (Houston, TX)
- …to hireSeries 65 and/or 66 and state registrations required within 3 months of hireExperience with High Net Worth clientsA CFP is preferred if you don t ... already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The\u00A0Purpose\u00A0of Your RoleWe fully support you with an open architecture product platform and top resources in the financial industry, while you nurture… more
- Fidelity TalentSource LLC (Westlake, TX)
- …FBSI), a plus The TeamThe Restricted Stock Services team is charged with putting high net worth clients (including executive suite officers, corporate ... directors and holders of restricted stock) in a position to be able to sell shares by acquiring the accurate clearances and making regulatory filing as needed. Often, the work done by our team will be the client s first experience with our firm and it is… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …Responsibilities:Generate new business development with various Centers of Influence, Executives, and high net worth individuals and families.Call on ... prospective clients, as well as medical, legal, tax and other professional service providers to develop new relationships, retain existing business, and promote additional services to current clients. Responsible for the development of new relationships, as… more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- …LLC is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of investment solutions include ... managed accounts, financial planning frameworks and custom solutions.\u00A0 Strategic Advisers is a registered investment adviser and Fidelity Investments Company and serves as the investment manager to all Fidelity managed accounts offered by Fidelity s… more
- Amerant Bank (Tampa, FL)
- …Services Associate provides superior service levels to their assigned portfolio of high - net - worth customers to strengthen customer loyalty and increase ... retention.Responsibilities: Provide day-to-day personalized customer service under quality standards defined by the Bank for this client segmentEnsure transactions are processed within service levels by all units of the Bank and escalate issues related to… more
- Volunteers of America Mid-States (Louisville, KY)
- …financial support. 3. Major Gifts: Lead efforts to solicit major gifts from high - net - worth individuals and develop personalized cultivation and stewardship ... plans for top donors. 4. Fundraising Events: Plan and execute fundraising events and special campaigns to engage current and prospective donors and raise funds for the organization. 5. Team Leadership: Manage and mentor a team of fundraising professionals,… more
- Fidelity TalentSource LLC (Monterey, CA)
- …for your clientsYou are professional with a polished communication style compatible with high net worth clientele The\u00A0Value\u00A0You DeliverYou are key ... to the Fidelity relationship strategyDeepening client relationships through long term mentorshipCollaborating with the Relationship Manager team company wideBeing responsible for the client contact strategyBuilding long-lasting meaningful relationships with… more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- …effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clienteleExcellent knowledge of investment ... productsEntrepreneurial spirit: experience working independently, within the infrastructure of a large organizationStrong technological acumen and comfort with learning how to use new toolsExcels in paperless work environment by leveraging technologyAbility to… more
- Edward Jones (Tempe, AZ)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Wealth ... experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth (HNW) team and other internal home office subject… more
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