- Truist (Columbia, MD)
- …plans and strategies and ensure teams are providing excellent client service . Maintain positive relationships with all key stakeholders assuring client retention ... coverage terms and pricing for the client. 3. Customer Service : a. Deliver timely advice and professional counsel, and...Deliver timely advice and professional counsel, and ensure marketing, service and claims teams are meeting the client's needs.… more
- Cherry Bekaert (Rockville, MD)
- …to partnerships, owners, families, family businesses, as well as high net worth individuals. Ability to service Real Estate ... (https://www.cbh.com/services/advisory/government-contracting-consulting-services/) clients is a plus. You'll use your client service team leadership skills, acting as a role model,… more
- Bank of America (Hunt Valley, MD)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners… more
- Grant Thornton LLP (Baltimore, MD)
- …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...+ Providing tax planning and consulting to our firm's high net worth clients for… more
- Bank of America (Easton, MD)
- …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
- HUB International (Bethesda, MD)
- …team goals and ad hoc reporting requests from the team + Prepare various reports for high net - worth clients + Assist with office wide projects + Use ... passionate about our talent. We currently have an opportunity for a **Client Service Associate** to join our Retirement and Private Wealth team in our **Bethesda,… more
- Morgan Stanley (Columbia, MD)
- …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 (Baltimore, MD)
- …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
- Cherry Bekaert (Bethesda, MD)
- …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
- Cherry Bekaert (Bethesda, MD)
- …talented firm culture. + Solve problems! + Build and service our partnerships and high net - worth individuals with estate, gift and trust tax planning and ... Seniors, and Managers in a fast-paced, dynamic environment + Demonstrate superior client service skills **What you need for this role:** + Bachelor's degree in… more
- Cherry Bekaert (Bethesda, MD)
- …of complex individual and partnership returns + Build and serving our partnerships and high net - worth individuals with estate, gift and trust tax planning ... staff and seniors in a fast-paced, dynamic environment + Demonstrate superior client service skills **What you bring to the role:** + Bachelor's degree in… more
- Bank of America (Greenbelt, MD)
- …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