- KPMG (Seattle, WA)
- …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 (Tacoma, WA)
- …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
- HUB International (Bellevue, WA)
- …Client Personal Lines Insurance team. You'll be servicing the day to day needs of our High Net Worth insureds and managing the executions of all aspects of ... manager approval + Provides service and cross-sells account products for clients in the high net worth marketplace + Acts as liaison between clients and… more
- KPMG (Seattle, WA)
- …services to owners and senior executives of KPMGs private client base which focuses on ultra- high net worth individual, trust and estate clients + Prepare ... projects + Advise clients and be responsible for delivering high quality tax service and advice +...to the firm Qualifications: + Minimum two years of ultra- high net worth individual and/or… more
- Bank of America (Seattle, WA)
- …and governance + Expertise in advanced high -tension multiparty facilitation with ultra- high - net - worth (UHNW) individuals and families + Experience and ... experience in multiparty facilitation, which may be applied to high -tension scenarios, as well as a proven track record...10 years of professional experience with UHNW families ($50MM+ net worth ), focused on family meeting facilitation,… more
- JPMorgan Chase (Bellevue, WA)
- …minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + ... Are you passionate about building and maintaining high -network worth client relationships across banking, lending, and investments? This is a unique opportunity… more
- KPMG (Seattle, WA)
- …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 (Seattle, WA)
- …is to ensure a seamless and integrated service experience for the ultra high net worth (UHNW) clients of Ascent. Coordinates tactical action items ... 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
- Moss Adams LLP (Tacoma, WA)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... stays + Motivated to meet client deadlines and provide excellent client service + Experience managing multiple client engagements + Creative problem solving and… more
- Bank of America (Covington, WA)
- …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more