- 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
- M&T Bank (Pikesville, MD)
- …assigned book of business. Actively solicits new and existing investments and insurance from high net worth customer segment, primarily Retail and Business ... needs of current and potential Bank customers for the high net worth segment, utilizing...account reviews and re-evaluation of customer needs. Deliver a high quality customer service experience during each… more
- Bank of America (Easton, 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
- 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
- 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
- Robert Half Finance & Accounting (Gibson Island, MD)
- …support day-to-day operations and strategic initiatives. + Client Engagement: Interface with high - net - worth individuals and VIP guests, providing financial ... stunning destinations in the world. They cater to discerning individuals seeking unparalleled service and experiences. As a Controller, you will play a pivotal role… 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
- M&T Bank (Annapolis, MD)
- …position delivers individualized needs-based investment and insurance solutions to clients, primarily in the high net worth segment of $1 - $3mm in ... through ongoing account reviews and re-evaluation of customer needs *Deliver a high -quality customer service experience during each customer interaction through… more
- KPMG (Baltimore, MD)
- …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
- 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
- Morgan Stanley (Bethesda, MD)
- …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
- Bank of America (Eldersburg, 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