- Insight Global (St. Louis, MO)
- …calls each day. They will help find solutions for any complex problems that these High Net - Worth clients with $250K+ in assets are dealing with. Majority ... transfers, unique money movement, and rollover requests. * Consistently deliver efficient, high -quality, and comprehensive service to clients with $250k + assets… more
- Wipfli LLP (Clayton, MO)
- …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 (Clayton, MO)
- …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...with Client Teams and partner to deliver an integrated service to the client and identify and resolve issues… more
- AON (St. Louis, MO)
- …pricing, consultation, and reporting. Job Responsibilities + Manages an assigned book of high - net worth personal insurance clients with personal insurance ... and through new business production. + Client focus time service standard of returning a phone call within 24...reporting. Job Responsibilities + Manages an assigned book of high - net worth personal insurance clients… more
- Bank of America (Chesterfield, MO)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Commerce Bank (St. Louis, MO)
- …Maintain a client centric focus and desire to exceed client expectations + Manage high net worth clients and their families and multigenerational ... experience. The PCA book of business is represented by high - net worth clients and their...and experience required + 5+ years of experience providing high level client service in a similar… more
- Wells Fargo (St. Louis, MO)
- …deliver a "white glove" service and best-in-class products to Wells Fargo's high - net - worth clients. + **Investment Solutions:** Center of Excellence that ... Bank (TPB):** Focused on creating a premier experience for high - net - worth and ultra- high -...team members, individual contributors, and vendors. + Provide customer service to clients and internal employees as needed and… more
- Citigroup (O'Fallon, MO)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… more