- HUB International (Fort Myers, 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
- Guardian Life (Bethlehem, PA)
- …Wholesaler is an integral part of Park Avenue Securities (PAS). Reporting to the Senior High Net Worth Consultant, this person will be responsible for ... growing sales of Park Avenue Securities High Net Worth solutions by...retirement plan with a company match, plus an annual age/ service -based Company contribution and an annual profit-sharing contribution, if… 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
- Morgan Stanley (New York, NY)
- …liquidity, model and other risks. - Responsible for coverage of the Wealth Management (WM) Ultra High Net Worth / Tailored Lending (TL) business unit with a ... workforce (M/F/Disability/Vet). **Job:** **Credit Risk* **Title:** *VP - Tailored Lending, Ultra High Net Worth Credit Officer* **Location:** *New York-New… 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
- Truist (Bluffton, SC)
- …Certification in field of endeavor 3. Experience with Excess and Surplus lines 4. High Net Worth coastal experience **General Description of Available ... by phone, email and in person. 2.Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem solving, upon… 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
- 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 (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
- Bank of America (New Haven, CT)
- …+ 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
- HSBC (New York, NY)
- …economy, including founders, operations executives and venture capitalists in the high -growth tech and life sciences sector(s). + Proficiency in working with ... partner loans + Familiarity in working with clients and prospects who are high -potential future HNW/UHNW clients + At least 5 years of relationship management… more
- Truist (Naples, FL)
- …plans and strategies and ensure teams are providing excellent client service . Maintain positive relationships with all key stakeholders assuring client retention ... coverage terms and pricing for the client. 3. Customer Service : a. Deliver timely advice and professional counsel, and...Deliver timely advice and professional counsel, and ensure marketing, service and claims teams are meeting the client's needs.… more
- WTW (Dallas, 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 (Missoula, MT)
- …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 (Denver, 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 (Greenville, SC)
- …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
- Bank of America (Scottsdale, AZ)
- …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
- Bank of America (Southlake, TX)
- …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
- Cherry Bekaert (Austin, TX)
- …to partnerships, owners, families, family businesses, as well as high net worth individuals. Ability to service Private Equity ... (https://www.cbh.com/industries/private-equity/) clients is a plus. You'll use your client service team leadership skills, acting as a role model, to provide… more
- T. Rowe Price (Colorado Springs, CO)
- …be responsible for providing high quality support to our high net worth investors, with complex service requests and/or specialized internal process ... support. Join our team and you will receive dedicated paid training resources and become a part of team recognized as a leader in client experience. Responsibilities + Independently assists clients by responding to phone, electronic correspondence, and other… more