- Insight Global (Minneapolis, MN)
- …calls each day. They will help find solutions for any complex problems that these High Net - Worth clients with $250K+ in assets are dealing with. Majority ... transfers, unique money movement, and rollover requests. * Consistently deliver efficient, high -quality, and comprehensive service to clients with $250k + assets… more
- Wipfli LLP (Minneapolis, MN)
- …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
- Wells Fargo (Minneapolis, MN)
- …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
- Robert Half Finance & Accounting (Wayzata, MN)
- …involves offering top-quality tax compliance, consulting, and wealth management services to high - net - worth families, individuals, and their related entities. ... correspond with clients, attorneys, CPAs, and other vendors to service the client cooperatively. * Coordinate tax services for...tax returns, and individual tax returns. * Work with high - net - worth individuals, providing them with… more
- Bank of America (Edina, MN)
- …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
- Morgan Stanley (Stillwater, MN)
- …Branch Manager. DUT IES and RESPONSIBILITIES: Pr oduction-Related . Build a client base of high net worth households by prospecting and developing new client ... of the Branch. . Drives corporate marketing initiatives to help increase market share in High Net Worth households. Te am Building . Builds an effective… more
- KPMG (Minneapolis, MN)
- …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
- Morgan Stanley (Wayzata, MN)
- …credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial ... insurance, retirement and trust services. We are seeking a high potential candidate ("Associate Private Banker" or "APB") to...Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region… more
- US Bank (Minneapolis, MN)
- …+ 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
- BMO Financial Group (Minneapolis, MN)
- …more frequent monitoring may be appropriate. + Understands borrower types typical in the high net worth market and their relation to collateral ownership, ... processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and...other internal stakeholders. + Maintains and promotes a customer service environment which meets and exceeds customer needs and… more
- M&T Bank (Minneapolis, MN)
- …aspects of Global Capital Markets trust or entity administration and servicing of high net - worth private and institutional clients. Supports less experienced ... requests in a timely manner. + Manage relationships with internal and external service partners; assess issues requiring immediate attention in a timely manner and… more
- M&T Bank (Minneapolis, MN)
- …limited aspects of Global Capital Markets trust or entity administration and servicing of high net - worth private and institutional clients. May serve as ... requests in a timely manner. + Manage relationships with internal and external service partners; assess issues requiring immediate attention in a timely manner and… more