- 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
- 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
- City National Bank (Houston, TX)
- …Advisors and CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these professional advisors to the ... CNR Private Investment Counseling Service including the CNR portfolio analysis and proposal process...contact with targeted FAs and CPAs to use CNR's High Net Worth services using… more
- Bank of America (Sugar Land, TX)
- …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
- 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 (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, 77066Goodlettsville, TN,...TX, US, 77066Goodlettsville, TN, US, 37072Secaucus, NJ, US, 07094Fort Worth , TX, US, 76155S. Plainfield, NJ, US, 07080Mira Loma,… more
- 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
- Bank of America (Houston, TX)
- …+ A minimum of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra- high net ... technical knowledge of investments, tax, legal and operations necessary to service clients. + Knowledge of fiduciary standards, principles and applicable laws… more
- 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
- Cherry Bekaert (Sugar Land, TX)
- …heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Our expertise includes providing services ... status updates and communicate and involve the partner in the resolution of client service , tax or accounting problems/issues as they arise. + Work to wrap-up tax… more
- City National Bank (Houston, TX)
- …white-glove service focused on intelligently personalized portfolio management for high - net - worth individuals, families, and institutions. For 30 years, ... with varied investment knowledge and understanding; shift seamlessly from high -level concepts to drill down into specifics + Skill...and attention to detail + Operate well in a high growth environment; ability to manage high … more
- JPMorgan Chase (Houston, TX)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service ... establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- 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 (Houston, TX)
- …law and documentation standards + Strong technical skills in the following areas: High Net - Worth Individuals, Partnership and Multi-State Taxation Theory + ... a manner client can understand + Ability to manage high volume client load with minimum supervision in addition...on job classification, standard work hours, and years of service , KPMG provides Personal Time Off per fiscal year.… more
- 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
- 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 (Houston, TX)
- …Market Manager in driving corporate marketing initiatives to help increase market share in High Net Worth households. *Education and/or Experience* * At ... profitability, maintaining a superior and consistent level of client service , developing cohesive teams, and providing consistent leadership. The Associate… more
- 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
- AIG (Houston, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... + Communicate risk appetite and value proposition to brokers + Provide superior customer service to brokers and clients + Help to develop products and services to… more
- 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