• Personal Lines Sales Producer ( High

    WTW (Houston, TX)
    …+ Identify and close potential cross-sell opportunities Client Management: + Maintain consistent / high quality touch points by phone and face to face with clients + ... the performance review of team members + Provide timely / quality feedback to service team members; assist team members in acquiring new skills + Help to identify… more
    WTW (05/09/24)
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  • Wealth Advisor III

    Truist (Houston, TX)
    …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
    Truist (04/05/24)
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  • Merrill Financial Solutions Advisor - Houston…

    Bank of America (Houston, TX)
    …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
    Bank of America (05/10/24)
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  • Service Technician - Prevost/Volvo Buses

    Volvo Group (Houston, TX)
    Service Technician - Prevost/Volvo Buses Location: Houston, TX, US, 77066S. Plainfield, NJ, US, 07080Secaucus, NJ, US, 07094Fort Worth , TX, US, 76155Mira Loma, ... Planfield, Secaucus), Tennessee (Goodlettsville), Florida (Jacksonville, Orlando), Texas (Fort Worth , Houston), California (Mira Loma, San Francisco), Illinois (Chicago,… more
    Volvo Group (05/01/24)
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  • Mobile Service Technician

    Volvo Group (Houston, TX)
    …+ Be proficient in electronic media and laptop use **Mobile Heavy Duty Diesel Service Technician Education & Experience** + High School Diploma or GED required ... Mobile Service Technician Location: Houston, TX, US, 77066S. Plainfield,...US, 37072Secaucus, NJ, US, 07094Mira Loma, CA, US, 91752Fort Worth , TX, US, 76155 Position Type: Professional Transport is… more
    Volvo Group (05/01/24)
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  • Insurance Sales Producer

    HUB International (Houston, TX)
    …Responsibilities** As a HUB Insurance Sales Producer, you will prospect for Affluent and High Net Worth clients based on your local networks, connections, ... needs. We are a company dedicated to superior customer service with employees committed to adding value to every...self-starter who is able to sell and develop strong High Net Worth relationships. We… more
    HUB International (05/04/24)
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  • Senior Facility Manager (TX)

    Owens Realty Services (Houston, TX)
    …Island, and New York with a value of more than $8 billion in real estate net worth and $30 million in gross annual revenue. With over 1,000 industry ... Overview Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment, management, maintenance, housekeeping and environmental… more
    Owens Realty Services (04/29/24)
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  • Manager, Asset Management Partnerships

    KPMG (Houston, TX)
    …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
    KPMG (05/18/24)
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  • Senior Associate, Family Office Tax Practice

    KPMG (Houston, TX)
    …activities external to the firm Qualifications: + Minimum two years of focus on high net worth individuals, flow-through entities or family office tax ... to create innovative tax solutions. Join a diverse team helping high -profile clients understand, analyze, and respond to complex business opportunities and… more
    KPMG (06/02/24)
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  • Analyst, Asset Management

    SitusAMC (Houston, TX)
    …tests regarding debt service coverage ratio, debt yield, loan-to-value, and guarantor net worth hurdles. + Support asset management team in their daily ... Team and Servicing team to deliver accurate, timely and consistently high -quality services. Candidates should possess strong analytical skills, advanced Excel skills… more
    SitusAMC (05/22/24)
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  • Business Development Officer

    CIBC (Houston, TX)
    …The Business Development Officer is responsible for the creation of new business with high net worth individuals, family offices, endowments and foundations. ... solutions through appropriate business development activities. This includes establishing a high and positive profile within the market. + Manage select client… more
    CIBC (04/02/24)
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  • Market Manager

    Morgan Stanley (Houston, TX)
    …in the market. * Drives corporate marketing initiatives to help increase market share in High Net Worth households. *Team Building:* * Builds effective teams ... also include maintaining a superior and consistent level of client service , developing cohesive teams, providing consistent leadership, and assuming accountability… more
    Morgan Stanley (03/27/24)
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  • Assistant Vice President, Major Gifts

    MD Anderson Cancer Center (Houston, TX)
    …with prominent faculty along with the grace and enthusiasm necessary to engage high net - worth individuals. * Demonstrated success working closely with ... will partner with colleagues from across Philanthropy to ensure all complementary service lines are integrating seamlessly with the Major Gifts team. Reporting to… more
    MD Anderson Cancer Center (05/24/24)
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  • Tax Staff - Experienced

    Moss Adams LLP (Houston, TX)
    …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... visa status now or in the future \(eg,H-1B status\). + Excellent customer service skills + Creative problem solving, critical thinking and research skills + Strong… more
    Moss Adams LLP (04/26/24)
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  • Tax Senior

    Moss Adams LLP (Houston, TX)
    …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
    Moss Adams LLP (03/21/24)
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