- Morgan Stanley (Purchase, NY)
- …its full- service brokerage and investment advisory clients. In addition, the team provides high net worth full- service clients with access to ... issuer diligence * Advising on complex trading strategies by high net worth and ultra-...marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected… more
- Edward Jones (East Saint Louis, IL)
- …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! This ... our clients desire. The Edward Jones Wealth Management Consultation High Net Worth team provides...legacy goals. + Partner with various internal stakeholders and service providers, such as the Edward Jones Trust Company,… more
- HUB International (Miami, FL)
- As a HUB Personal Lines High Net Worth Producer, you will prospect for business based on your local networks, connections, and communities and focus to ... develop client and referral opportunities in our High Net Worth - Private...You will be the cornerstone of our superior customer service and will be charged with ensuring client satisfaction.… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups Department: Tax Location: Downtown Austin, TX and/or Round Rock, TX Remote Eligible: All US states ... do what's best for them, while providing exceptional client service + Cultivating an environment that allows our people...+ Experience providing tax consulting and compliance services to high net - worth individuals and families… more
- HUB International (Encino, CA)
- …Lines Account Manager II provides critical support to clients, manages a book of high net - worth clients, operating with the highest degree of ... a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care...or equivalent combination of education & experience. + Private Client/ High Net - Worth experience required. Experience… more
- Vanguard (Scottsdale, AZ)
- …to support their client base, you may want to consider a career as an Ultra High Net Worth (UHNW) Client Consultant within our Personal Investor Wealth ... by way of driving positive outcomes for our Ultra High Net Worth clients. Crew...deepen client relationships with Relationship Managers. + Provide exceptional service to UHNW clients and handle requests with efficiency… more
- HSBC (New York, NY)
- …people, our investors, our communities and the planet we all share. The role of the High Net Worth Wealth Supervisor works closely with sales management and ... practices and participating in branch promotional activities and special projects as required As our High Net Worth Wealth Supervisor you will: + Ability to… more
- Gelfand Rennert & Feldman (Austin, TX)
- … business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 ... + 4+ years of experience in full-charge accounting and bookkeeping for high net - worth individuals, preferably within entertainment business management… more
- Morgan Stanley (Purchase, NY)
- …**Job:** **Wealth Management* **Title:** *Executive Financial Services - Rule 10b5-1 Ultra High Net Worth Specialist* **Location:** *New York-Purchase* ... settlement of restricted trades. An important part of the service provided by EFS includes education and guidance to...and affiliates. *POSITION SUMMARY & RESPONSIBILITIES:* As an Ultra High New Worth (UHNW) Rule 10b5-1 Specialist… more
- HUB International (Encino, CA)
- …Personal Lines insurance experience within a brokerage environment + Must have High Net - Worth /Private Client experience. Experience within the Entertainment ... a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care...beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred.… more
- Wipfli LLP (Sterling, IL)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on… more
- HSBC (San Francisco, CA)
- …Supervisor you will: + Primary point of contact for policy related questions for all High Net Worth Registered Representatives, covering the HNW NY- Office ... able to achieve results quickly + Ability to multi-task and work under pressure + High level of professional and personal integrity + Minimum of a BA/BS degree, or… more
- Wipfli LLP (Sterling, IL)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... Tax Manager is responsible for clients receiving proactive communication and timely service + Perform detailed reviews of tax work papers and provision calculations… more
- Huntington National Bank (Charlotte, NC)
- …Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high - net worth clients. The Service Manager ... Description Summary:The Private Bank Service Manager, as part of Huntington Private Bank,...needed. + Provides administrative support for one or more high -end advisor and is responsible for the day-to-day activities… more
- Huntington National Bank (Birmingham, MI)
- …Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high - net worth clients. The Service ... + Performs other duties as assigned. Basic Qualifications: + High School Diploma + 2 years customer service... High School Diploma + 2 years customer service experience in banking or Wealth & Investment Financial… more
- Charles Schwab (Orlando, FL)
- …a Schwab Wealth Consultant at Charles Schwab you are responsible for providing high -touch service , on-going comprehensive guidance and advice to clients in the ... needs. + Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs + Retain existing clients,… more
- WTW (Boston, MA)
- …+ Identify and close potential cross-sell opportunities Client Management: + Maintain consistent / high quality touch points by phone and face to face with clients + ... the performance review of team members + Provide timely / quality feedback to service team members; assist team members in acquiring new skills + Help to identify… more
- Wipfli LLP (Madison, WI)
- …Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on ... and communicate effectively with the client to provide superior client service + Actively participate in business development efforts to include working… more
- Wipfli LLP (Loveland, CO)
- …Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on ... and communicate effectively with the client to provide superior client service + Actively participate in business development efforts to include working… more
- HSBC (New York, NY)
- …and revenue generation + Excellent commercial and negotiation skills, Strong customer service focus + Highly developed communication skills for use in direct client ... disability or medical condition, genetic information, military or veteran service , religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital… more