• High Net - Worth

    Insight Global (Overland Park, KS)
    …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 ... the material from the Series 7 Licensing Exam. Overall, they will be creating high customer loyalty and provide great customer support! * Outbound calls are… more
    Insight Global (06/13/24)
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  • Trust Advisor Senior

    UMB Bank (Kansas City, MO)
    …Advisor team is one part of the client relationship team that is available to our high net worth clients. The Trust Advisor team serves as subject matter ... Wealth Management team builds long term relationships through quality customer service, including anticipating client needs, clear communication, effective client… more
    UMB Bank (04/20/24)
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  • Tax Staff - Experienced

    Moss Adams LLP (Kansas City, KS)
    …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... employment visa status now or in the future \(eg,H-1B status\). + Excellent customer service skills + Creative problem solving, critical thinking and research skills… more
    Moss Adams LLP (06/09/24)
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