- Fidelity TalentSource LLC (Charlotte, NC)
- … Net Worth RepresentativeWe have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Charlotte Metro ... support our clients remotely. The\u00A0Purpose\u00A0of Your Role As a High Net Worth Representative, you...of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will… more
- Fidelity TalentSource LLC (Charlotte, NC)
- …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
- Insight Global (Charlotte, NC)
- …providing product and service level guidance Assist with transaction/problem resolution for high - net - worth clients who have assets of $250,000 to $1M ... A client of Insight Global is looking for a High Net Worth Associate. We...factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic… more
- Truist (Charlotte, NC)
- …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
- Truist (Charlotte, NC)
- …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
- Bank of America (Greensboro, NC)
- …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 (Charlotte, NC)
- …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...+ Provide tax planning and consulting to our firm's high net worth clients for… more
- Bank of America (Charlotte, NC)
- …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
- Truist (Charlotte, NC)
- …and other internal partners to deliver a seamless and integrated servicing approach to Truist's high net - worth clients. **Please note: This role is hybrid. 3 ... activities may change from time to time. 1. Primary service and problem resolution support for Truist Wealth clients...requires the ability to execute a complex process with high attention to detail. 7. Enter and maintain accurate,… more
- HUB International (Charlotte, NC)
- …in the community **SUMMARY** **:** The Private Client Account Manager manages a book of high net worth insurance business, while acting with a high ... of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners,… more
- KPMG (Raleigh, NC)
- …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
- US Bank (Charlotte, NC)
- …work experience - 10 or more years of experience in high and ultra- high net worth client wealth management activities **Preferred Skills/Experience** - ... to business need. Job postings in areas with a high volume of applicants, such as customer service... high volume of applicants, such as customer service , contact center, and Financial Crimes investigations, remain open… more
- Truist (Charlotte, NC)
- …personal trust administration to a challenging and sensitive portfolio of affluent and ultra- high net - worth clients. Provide administrative support to Trust ... Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to our Wealth Clients. ESSENTIAL DUTIES AND RESPONSIBILITIES Following… more
- Cherry Bekaert (Gastonia, NC)
- …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
- Atria Wealth Solutions (Charlotte, NC)
- …responsibility is to actively identify and engage both members and non-members identified as High Net Worth (HNW) potential and to enhance the personal ... employee shall live out the Allegacy Behaviors while providing World Class Member Service to both internal and external members. This position is an integral team… more
- US Bank (Charlotte, NC)
- …- Eight or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** - Requires established network ... to business need. Job postings in areas with a high volume of applicants, such as customer service... high volume of applicants, such as customer service , contact center, and Financial Crimes investigations, remain open… more
- Cherry Bekaert (Charlotte, NC)
- …of complex individual and partnership returns + Build and serving our partnerships and high net - worth individuals with estate, gift and trust tax planning ... seniors, and managers in a fast-paced, dynamic environment + Demonstrate superior client service skills **What you bring to the role:** + Bachelor's degree in… more
- Truist (Winston Salem, NC)
- …of Wealth, Legal Specialty or Medical Specialty Group advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet ... client interaction 10. Continually render extraordinarily responsive and personal service to Wealth clients QUALIFICATIONS Required Qualifications: The requirements… more
- Bank of America (Winston Salem, NC)
- …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
