- HUB International (Winter Park, 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
- Truist (Orlando, FL)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... Responsible for developing and deepening client relationships through needs-based, high -level client service and through delivery of...a broad range of wealth products and services to high net worth individuals. Essential… more
- KPMG (Orlando, FL)
- …and play a key role in growing KPMG's private client tax practice, which focuses on ultra- high net worth individual, trust and estate clients + Review and ... Family Offices + Serve as the trusted advisor to ultra- high net worth families on...complete list of currently approved designations/credentials for the hiring practice/ service line, your recruiter can provide you with that… more
- Bank of America (Orlando, FL)
- …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
- Owens Realty Services (Orlando, FL)
- …Island, and New York with a value of more than $8 billion in real estate net worth and $30 million in gross annual revenue. With over 1,000 industry ... Overview Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment, management, maintenance, housekeeping and environmental...value of more than $8 billion in real estate net worth and $30 million in gross… more
- Insight Global (Altamonte Springs, FL)
- …clients. They will also help find solutions for any complex problems that these Hight Net Worth clients with 250K+ assets are dealing with. Overall, they will be ... creating high customer loyalty and provide great customer support!" We...factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic… more
- Truist (Orlando, FL)
- …minor, which are not mentioned below. Specific activities may change from time to time. 1. Meet with high net worth and ultra- high net worth ... interpersonal and written communication skills 2. Ability to provide excellent customer service to both internal and external customers 3. Effective time management… more
- Owens Realty Services (Orlando, FL)
- …Island, and New York with a value of more than $8 billion in real estate net worth and $30 million in gross annual revenue. With over 1,000 industry ... Overview Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment, management, maintenance, housekeeping and environmental… more
- HUB International (Winter Park, FL)
- …and involvement through HUB Gives** **SUMMARY:** The Account Manager manages a book of high - net - worth insurance business, while acting with a high ... of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our VIP clients, carrier representatives, underwriters, business… more
- Owens Realty Services (Deltona, FL)
- …Island, and New York with a value of more than $8 billion in real estate net worth and $30 million in gross annual revenue. With over 1,000 industry ... Overview Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment, management, maintenance, housekeeping and environmental… more
- Owens Realty Services (Orlando, FL)
- …Island, and New York with a value of more than $8 billion in real estate net worth and $30 million in gross annual revenue. With over 1,000 industry ... place to work. We have a reputation for outstanding customer service , professionalism, teamwork, and exceeding client expectations. We consider the employees… more
- Owens Realty Services (Orlando, FL)
- …Island, and New York with a value of more than $8 billion in real estate net worth and $30 million in gross annual revenue. With over 1,000 industry ... Overview Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment, management, maintenance, housekeeping and environmental… more
- Owens Realty Services (Debary, FL)
- …Island, and New York with a value of more than $8 billion in real estate net worth and $30 million in gross annual revenue. With over 1,000 industry ... Overview Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment, management, maintenance, housekeeping and environmental… more
- Cherry Bekaert (Orlando, FL)
- …heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Our expertise includes providing services ... status updates and communicate and involve the partner in the resolution of client service , tax or accounting problems/issues as they arise. + Work to wrap-up tax… more
- Charles Schwab (Orlando, FL)
- …from basic information and trade execution to highly complex portfolio analysis with high - net - worth clients and organizations. The Fixed Income Specialists ... be responsible for production targets. This role requires a high level of engagement with clients, peers and partners....volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- US Bank (Orlando, FL)
- …- Eight or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** - Requires established network ... to business need. Job postings in areas with a high volume of applicants, such as customer service... high volume of applicants, such as customer service , contact center, and Financial Crimes investigations, remain open… more
- Morgan Stanley (Deland, FL)
- …branch office. DUT IES and RESPONSIBILITIES: Pr oduction-related: . Build a client base of high net worth households by prospecting and developing new client ... also include maintaining a superior and consistent level of client service , developing cohesive teams, providing consistent leadership, and assuming accountability… more