- 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! 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
- Edward Jones (St. Louis, MO)
- …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...to a fiduciary standard, and collaborate with 3rd party service providers to deliver on an elevated and personalized… 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
- 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
- JS Held LLC (New York, NY)
- …Summary We are seeking a Rugs Contents Consultant to join our team within our High - Net - Worth Contents Division. This is a unique opportunity for an ... organization that is growing and dynamic? What about a high -energy, collaborative environment that rewards hard work? JS Held...for this role. . Previous experience in a Customer Service or Sales role is considered an asset. .… more
- Wipfli LLP (South Portland, ME)
- …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
- Wipfli LLP (South Portland, ME)
- …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
- Bank of America (Pittsburgh, PA)
- …+ Minimum of 4-5 years' experience with a financial institution focusing on high net worth client service and sales + Ability to successfully complete ... clients. PBSAs monitor and execute all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Leveraging experience and… more
- Wells Fargo (Minneapolis, MN)
- …* Interact with customers to understand their needs and provide them with high quality customer service ; inform prospective and existing customers of Wells ... the needs of our clients throughout the origination process * Maintain high standard of client satisfaction by ensuring timely and proactive customer communication… more
- WTW (Houston, TX)
- …+ 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 (South Portland, ME)
- …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
- Bank of America (Pittsburgh, PA)
- …Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales + Ability to successfully complete ... Description:** This job is responsible for managing the execution of client service activities in coordination with the relationship team, including pre and post… more
- Bank of America (Norfolk, VA)
- …Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales + Ability to successfully complete ... opportunities from existing books of business and assist other service associates as needed. **Job Description:** + In addition...+ Networking + Problem Solving **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
- Bank of America (West Hartford, CT)
- …Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales + Ability to successfully complete ... out new business opportunities from existing books of business and assist other service associates as needed. **Job Description:** + In addition to the ability to… more
- Robert Half Finance & Accounting (Parsippany, NJ)
- …team. Responsibilities: + Cultivating and maintaining strong relationships with high - net - worth clients, ensuring exceptional service and client ... dedicated to providing personalized, comprehensive wealth management solutions to high - net - worth clients. We are looking...preferred + 2+ years of experience in a client service role within the wealth management or financial services… more