- Robert Half Finance & Accounting (Reno, NV)
- …trust administration or financial services planning experience with a focus on exemplary customer service for high net - worth clients. . Demonstrated ... CPA's and other professional advisors to assure clients receive quality service and to enhance business development opportunities. Educational and Other Requirements… more
- Bank of America (Las Vegas, NV)
- …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
- Grant Thornton LLP (Reno, NV)
- …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
- Raymond James Financial, Inc. (Las Vegas, NV)
- …Administrative & Support Services **Primary Location:** US-NV-Las Vegas-Las Vegas **Organization** High Net Worth Services **Schedule** Full-time **Job ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and… more
- KPMG (Las Vegas, NV)
- …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 (Las Vegas, NV)
- …- 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
- Zions Bancorporation (Las Vegas, NV)
- …all client inquires. Responsibilities: + Manage and support client investment portfolios for high - net worth individual and institutional clients. + Ensure ... as a collection of great banks under local brands and management teams in high -growth western markets. Zions is regularly recognized by American Banker as one of the… more
- Bank of America (North Las Vegas, NV)
- …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