- Fidelity TalentSource LLC (Portland, OR)
- …below: Portland, Vancouver, Beaverton, Tigard We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater ... Job Description: High Net Worth Representative...assets of $250,000 to $1 million,\u00A0and therefore have complex service and investment needs. In this role, you will… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …who provides an outstanding service experience to, and fosters relationships with, ultra- high net worth strategic advisor firms (the most complex ... of a team dedicated to answering strategic advisor and high net worth donor calls...the client experience as it relates to Operations and Service Delivery to drive high satisfaction, quality… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …of the client and Wealth Director or Investment Advisor.Serve as first point of contact for high net worth clients, as well as build and maintain those ... purpose. The Financial Associate will be responsible for for providing high level service delivery to Wealth Clients, Advisors and Vendors. The incumbent will… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …the client and Wealth Advisor or Investment Advisor.Serve as first point of contact for many high net worth clients, as well as build and maintain those ... businesses. The Client Services Associate is responsible for providing high level service delivery to trust and agency clients, Wealth Advisors, Investment… more
- Amerantbank (Tampa, FL)
- …and policies and proceduresWork Experience:5+ years of experience working with high - net - worth customers, providing them deposit product solutionsExperience ... in the domestic professional segment using market knowledge to:Ensure delivery of high standards of service to strengthen customer loyaltyMaintain a dedicated,… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …email, and correspondenceManage personal trust accounts and relationships, including those of high - net worth individuals; Compliance and legal projects as ... moderate to high complexity, profile, and/or volume; providing high level service delivery to Delaware Advantage trust and agency clients, advisors,… more
- Fidelity TalentSource LLC (Fairfield, CT)
- …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
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …in customer interactions and sales production, and long-term relationshipsUnderstanding of Fidelity High Net Worth solutions including Managed Accounts and ... Purpose of Your Role\u00A0Our mission is to provide our clients with outstanding service , a long-term relationship, and to ensure clients have a financial plan in… more
- Amerantbank (Tampa, FL)
- …Associate provides superior service levels to their assigned portfolio of high - net - worth customers to strengthen customer loyalty and increase ... retention.Responsibilities: Provide day-to-day personalized customer service under quality standards defined by the Bank for...Bank for this client segmentEnsure transactions are processed within service levels by all units of the Bank and… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …Responsibilities:Generate new business development with various Centers of Influence, Executives, and high net worth individuals and families.Call on ... people, businesses, and Communities we serve. We 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 (Greenwood Village, CO)
- …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
- Volunteers of America Mid-States (Louisville, KY)
- …financial support. 3. Major Gifts: Lead efforts to solicit major gifts from high - net - worth individuals and develop personalized cultivation and stewardship ... lives of individuals and communities through a ministry of service . We provide housing for families, veterans, and low...options through federal programs (National Health Corp & Public Service Loan Forgiveness) *All company paid benefits and paid… more
- Fidelity TalentSource LLC (Austin, TX)
- …for your clientsYou are professional with a polished communication style compatible with high net worth clientele The\u00A0Value\u00A0You DeliverYou are key ... and productsStrong social skills and the ability to deliver highly personalized service to each clientThrive in a compliance driven, dynamic, and deadline driven… more
- Fidelity TalentSource LLC (Boise, ID)
- …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
- Fidelity TalentSource LLC (The Woodlands, TX)
- …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
- Creative Financial Staffing (Mountain View, CA)
- Tax Manager - High Net Worth Clients! As Tax Manager you'll use your tax knowledge by applying your technical skills to assigned projects under direct ... knowledge concerning investments and financial & estate planning. Skills: Client service orientation combined with creative problem solving skills, strong analytical… more
- Fidelity TalentSource LLC (Westlake, TX)
- …FBSI), a plus The TeamThe Restricted Stock Services team is charged with putting high net worth clients (including executive suite officers, corporate ... be part of a small, highly motivated team of professionals delivering outstanding service with a keen eye towards regulatory compliance. You will provide mentorship,… more
- Edward Jones (Tempe, AZ)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! This ... our clients desire. The Edward Jones Wealth Management Consultation High Net Worth team provides...legacy goals. + Partner with various internal stakeholders and service providers, such as the Edward Jones Trust Company,… more
- KPMG (Short Hills, NJ)
- **Business Title:** Tax Senior Associate, High Net Worth Individuals **Requisition Number:** 118406 - 61 **Function:** Tax Services **Area of Interest:** ... Provide individual tax compliance and advisory services for our high net worth business clients...information + Ability to handle multiple engagements and client service teams KPMG complies with all local/state regulations regarding… more
- HUB International (Miami, FL)
- As a HUB Personal Lines High Net Worth Producer, you will prospect for business based on your local networks, connections, and communities and focus to ... develop client and referral opportunities in our High Net Worth - Private...You will be the cornerstone of our superior customer service and will be charged with ensuring client satisfaction.… more
