- Fidelity TalentSource LLC (Seattle, WA)
- … Net Worth RepresentativeWe have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Seattle Metro ... support our clients remotely. The\u00A0Purpose\u00A0of Your Role As a High Net Worth Representative, you...of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will… more
- Fidelity TalentSource LLC (Houston, TX)
- … Net Worth Representative\u00A0We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Detroit ... to support our clients remotely.\u00A0 The\u202FPurpose\u202Fof Your Role\u00A0As a High Net Worth Representative, you...assets of $250,000 to $1 million,\u00A0and therefore have complex service and investment needs. In this role, you will… more
- Fidelity TalentSource LLC (Atlanta, GA)
- …professional with a proven track record of success in the Family Office and High Net Worth marketplace. Primary Responsibilities Manage the entire sales ... effective, provide objective guidance and, most importantly, deliver outstanding service . Our focus is to support the needs of...years of industry experience with a concentration in ultra high net worth sales. Series… more
- WSFS Bank (Berwyn, PA)
- …the client and Wealth Advisor or Investment AdvisorServe as first point of contact for many high net worth clients, as well as build and maintain those ... of our name, it's our mission and our purposeThe Client Service Associate Responsible for providing high level service delivery to trust and agency clients,… more
- Amerant Bank (Coral Gables, FL)
- The Senior Relationship Manager (SRM) is responsible for managing and retaining a book of business of High Net Worth and Ultra High Net Worth ... trust officers, wealth advisors, etc. to integrate solutions. Ensures high standards of service quality are provided to customers to strengthen customer loyalty.… more
- Fidelity TalentSource LLC (New York, NY)
- …and promoting guidance reviews with an AdvisorIdentifying opportunities for asset consolidation and/or High Net Worth product development, and other more ... level of customer service to Fidelity s most sophisticated and highest net worth client. Through frequent communication and collaboration, you are a key… more
- EY (Dallas, TX)
- …technical planning and advising of clients that include high -profile individuals of extremely high net worth , to preparation of their various tax return ... working in a balanced hybrid environmentIdeally, you'll also have A proven record in high net - worth tax planningA proven record in a professional services… more
- EY (New York, NY)
- …private entities (including C-Corp, S-Corp and Partnerships) as well as individuals/families with ultra- high net worth , and expectations to match. That will ... colleagues. Skills and attributes for successPreparing or Reviewing US federal and state tax returns high net worth US citizens living abroad or US residents… more
- Central Bank (Clayton, MO)
- …and creation of specialized private banking products and services tailored to high - net - worth clients, including wealth management solutions, credit ... team members to deliver a new level of customer service . Overview Founded in 1902, Central Bank is a...role. Deep understanding of the needs and preferences of high - net - worth clients, along with a… more
- Creative Financial Staffing (Parsippany-Troy Hills, NJ)
- …or law firm Significant experience providing complex gift and estate planning strategies to high net worth clients Significant experience in working with ... closely held companies, family-owned businesses, not-for-profit entities, government, and high - net - worth individuals. They are dedicated...would include: Be a leader within the Private Client Service / Estate and Trust practice of the Firm… more
- WSFS Bank (Wilmington, DE)
- …in preparing for client meetings, visits, sales calls and presentationsInteract with high net worth private client segmentsOther administrative duties ... supporting the Trust Relationship Officer and client interfacing personnel in providing high level service delivery to trust, agency, investment management… more
- Fidelity TalentSource LLC (Boston, MA)
- …client contact strategy and encouraging annual reviewsSeeing opportunities for asset consolidation and/or High Net Worth product development, and other more ... face-to-face consultationsYou have a passion for delivering thoughtful & trustworthy service to clients seeking a personalized high -touch relationshipYour… more
- Creative Financial Staffing (New York, NY)
- …a portfolio of clients, including but not limited to corporations, partnerships, and high - net - worth individuals. Conduct thorough tax research and analysis, ... Manager: Provide leadership and guidance to a team of tax professionals, ensuring high -quality and timely delivery of tax services. Manage and oversee tax compliance… more
- Fidelity TalentSource LLC (Palo Alto, CA)
- …for your clientsYou are professional with a polished communication style compatible with high net worth clienteleBeing coachable, collaborative, and curious ... markets and productsStrong social skills and the ability to deliver highly personalized service to each clientAbility to find success in a dynamic, deadline driven,… more
- Creative Financial Staffing (New York, NY)
- …of closely held companies, family-owned businesses, not-for-profit entities, government, and high - net - worth individuals. They are dedicated to providing ... the appropriate team members to execute the work. Builds relationships across industry service groups to ensure client service excellence through an integrated… more
- CohnReznick LLP (Jupiter, FL)
- …bank and general ledger reconciliations Contacting outside parties on behalf of high - net - worth clients Preparing personalized financials, cash flow ... Must be proficient in Excel and QuickBooks Strong communication and customer service skills Excellent organizational skills with a strong attention to detailStudies… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …processes and challenges.The TeamThe Restricted Stock Services team is charged with putting high net worth clients (including executive suite officers, ... This is a small but highly motivated team of professionals delivering excellent service with a keen eye towards regulatory compliance. You will provide supervision,… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clienteleExcellent knowledge of investment ... that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform....planning will allow you to deliver the very best service and help customers to reach their retirement goalsEducating… more
- WSFS Bank (Berwyn, PA)
- …our purposeThe Relationship Manager will primarily manage Private Banking relationships for high - net - worth individuals and have overall responsibility for ... the people, businesses, and Communities we serveWe Stand For Service (R) is more than part of our name, it's...as well as medical, legal, tax and other professional service providers to develop new relationships, retain existing business,… more
- Fidelity TalentSource LLC (Burbank, CA)
- …to hireSeries 65 and/or 66 and state registrations required within 3 months of hireExperience with High Net Worth clientsA CFP is preferred if you don t ... you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build… more
