- M&T Bank (Los Angeles, CA)
- …+ Create and drive a client-centric service environment, including developing and maintaining a High Net Worth (HNW) and Ultra- High Net ... **Overview:** Manages and leads a client service team who participates in the servicing of...and develops the team to deliver on the Client Service Value Proposition and ensure Client Service … more
- HUB International (Fort Myers, 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
- Guardian Life (New York, NY)
- …Wholesaler is an integral part of Park Avenue Securities (PAS). Reporting to the Senior High Net Worth Consultant, this person will be responsible for ... growing sales of Park Avenue Securities High Net Worth solutions by...retirement plan with a company match, plus an annual age/ service -based Company contribution and an annual profit-sharing contribution, if… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups Department: Tax Location: Downtown Austin, TX and/or Round Rock, TX Remote Eligible: All US states ... do what's best for them, while providing exceptional client service + Cultivating an environment that allows our people...+ Experience providing tax consulting and compliance services to high net - worth individuals and families… more
- World Insurance Associates, LLC. (Iselin, NJ)
- *Candidates with experience with High Net Worth clients / Private Client encouraged to apply. Summary World Insurance Associates is a unique insurance ... Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service , and...work experience, preferred + 3-7 years minimum Personal Lines High Net Worth Account Management… more
- Gelfand Rennert & Feldman (Austin, TX)
- … business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 ... + 4+ years of experience in full-charge accounting and bookkeeping for high net - worth individuals, preferably within entertainment business management… more
- Insight Global (Chicago, IL)
- …clients. They will also help find solutions for any complex problems that these Hight Net Worth clients with 250K+ assets are dealing with. Overall, they will be ... inbound phone call to clients Structured/Repetitive environment Consistently deliver efficient, high -quality, and comprehensive service to clients with $250k +… more
- Truist (Savannah, GA)
- …Certification in field of endeavor 3. Experience with Excess and Surplus lines 4. High Net Worth coastal experience **General Description of Available ... by phone, email and in person. 2.Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem solving, upon… more
- Bell Partners (Alexandria, VA)
- …Bell HNW relationships, as well as market Bell Partners funds to potential high - net - worth individuals, family offices and wealth management advisors. ... and individuals + Ability to travel extensively (25-40%) + Service -oriented and pro-active, with good interpersonal skills and a...with existing clients and prospects + Detail-oriented, with a high level of accuracy and a commitment to meeting… more
- Wipfli LLP (Sterling, IL)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on… more
- Wipfli LLP (Sterling, IL)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... Tax Manager is responsible for clients receiving proactive communication and timely service + Perform detailed reviews of tax work papers and provision calculations… more
- WTW (Dallas, 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 (Weston, FL)
- …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
- Wipfli LLP (Missoula, MT)
- …Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on ... and communicate effectively with the client to provide superior client service + Actively participate in business development efforts to include working… more
- Wipfli LLP (Denver, CO)
- …Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on ... and communicate effectively with the client to provide superior client service + Actively participate in business development efforts to include working… more
- Bank of America (Norfolk, VA)
- …Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales + Ability to successfully complete ... opportunities from existing books of business and assist other service associates as needed. **Job Description:** + In addition...Equitable Adjustments and 65 Day Tax + Account Pay Service Provider + Generation Skipping Tax - Processing +… more
- Bank of America (Boca Raton, FL)
- …Minimum of 4-5 years experience with a financial institution focusing on high net worth client service preferred + Ability to successfully complete ... opportunities from existing books of business and assist other service associates as needed. **Responsibilities** : + In addition...Equitable Adjustments and 65 Day Elections + Account Pay Service Provider + Generation Skipping Tax - Processing +… more
- Bank of America (Austin, TX)
- …Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales + Ability to successfully complete ... opportunities from existing books of business and assist other service associates as needed. **Job Description:** + In addition...with Client Teams and partner to deliver an integrated service to the client and identify and resolve issues… more
- Bank of America (Flower Mound, 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
- Cherry Bekaert (Austin, TX)
- …to partnerships, owners, families, family businesses, as well as high net worth individuals. Ability to service Private Equity ... (https://www.cbh.com/industries/private-equity/) clients is a plus. You'll use your client service team leadership skills, acting as a role model, to provide… more