- Truist (Charlotte, NC)
- …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
- Truist (Charlotte, NC)
- …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
- Grant Thornton LLP (Charlotte, NC)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day...+ Provide tax planning and consulting to our firm's high net worth clients for… more
- Wells Fargo (Charlotte, NC)
- …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
- Bank of America (Charlotte, NC)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... across the business to increase opportunities for affluent and high net worth client acquisition...* Has two years' experience working in the financial service industry and/or a sales environment where goals were… more
- Truist (Charlotte, NC)
- …partners to deliver a seamless and integrated servicing approach to Truist's high net - worth clients. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following ... activities may change from time to time. 1. Primary service and problem resolution support for Truist Wealth clients...requires the ability to execute a complex process with high attention to detail. 7. Enter and maintain accurate,… more
- US Bank (Charlotte, NC)
- …is responsible for developing, managing, and retaining full service relationships with high income/ high net worth private banking clients. Provides ... advice, counsel, and high level customer service to meet the financial needs of clients. Supports...the financial needs of clients. Supports standards for managing net portfolio in a manner that ensures compliance with… more
- KPMG (Charlotte, NC)
- …with that list + Proven experience with pass-through entities, partnerships, corporations and high net - worth individuals and families + Experience managing ... client relationships + Advise clients and be accountable for delivering high quality tax service and advice + Manage risk and financial performance of… more
- US Bank (Charlotte, NC)
- …work experience - 10 or more years of experience in high and ultra- high net worth client wealth management activities **Preferred Skills/Experience** - ... 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
- Wells Fargo (Charlotte, NC)
- …in Spanish/English + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position requires ... will:** + Participate in soliciting residential mortgages from various sources + Produce high quality jumbo loans which are compliant and provide excellent customer … more
- Truist (Charlotte, NC)
- …personal trust administration to a challenging and sensitive portfolio of affluent and ultra- high net - worth clients. Provide administrative support to Trust ... of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to our Wealth Clients. *Candidate must have the ability to work… more
- Cherry Bekaert (Charlotte, NC)
- …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
- Bank of America (Charlotte, NC)
- …client relationships and assists Advisors in new business opportunities with high - or ultra- high net worth clients and prospects who are interested in ... wellness benefit, Executive Wealth Services. Serving as the singular service delivery point of contact to the company, the...the impact of the company provided benefits + Provides high level guidance on tax implications of benefits participation… more
- US Bank (Charlotte, NC)
- …foundations, insurance companies, sovereign wealth funds, other institutional investors, and high - net - worth investors + Performing related credit analysis ... 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
- Cherry Bekaert (Charlotte, NC)
- …of complex individual and partnership returns + Build and serving our partnerships and high net - worth individuals with estate, gift and trust tax planning ... seniors, and managers in a fast-paced, dynamic environment + Demonstrate superior client service skills **What you bring to the role:** + Bachelor's degree in… more
- Deloitte (Charlotte, NC)
- …services to individuals and families (eg, retail investors, qualified plan participants, high - net worth clients). + Deloitte's Investment Management Advisory ... management, wealth management, trust company, insurance provider, or related service provider + Strong relationship management skills, particularly the ability… more
- Deloitte (Charlotte, NC)
- …services to individuals and families (eg, retail investors, qualified plan participants, high - net worth clients). + Deloitte's Investment Management Advisory ... banks, investment advisers, trust and insurance companies, and financial intermediary service providers, in the design, configuration, and implementation of their… more