- Fidelity TalentSource LLC (Los Angeles, CA)
- …client contact strategy and encouraging annual reviewsSeeing opportunities for asset consolidation and/or High Net Worth product development, and other more ... face-to-face consultationsYou have a passion for delivering thoughtful & trustworthy service to clients seeking a personalized high -touch relationshipYour… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …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
- 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
- Bank of America (Los Angeles, CA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Citigroup (Los Angeles, CA)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... to meet the financial needs of our Affluent and High - Net Worth clients, including a...capacity . Experience in a proactive, successful sales and service role in the financial services industry . Strong… more
- Bank of America (Woodland Hills, CA)
- …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
- JPMorgan Chase (Los Angeles, CA)
- …working with individuals and families ranging from affluent to high - and ultra- high net worth . The successful individual should approach clients with ... investing, financial advisory at a broker-dealer, RIA and/or a private bank, affluent/ high - net - worth solutions, and retirement strategies + Bachelor's degree… more
- BMO Financial Group (Los Angeles, CA)
- …strategy the portfolio. + Provides superior service to an assigned portfolio of high net worth clients with an objective of becoming their trusted ... Develops, manages, retains and grows profitable banking relationships with high - net - worth clients and prospects. Assists in the design, development and… more
- US Bank (Woodland Hills, CA)
- …Day One. **Job Description** Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, ... years of experience in high and ultra high net worth client wealth...to business need. Job postings in areas with a high volume of applicants, such as customer service… more
- JPMorgan Chase (Los Angeles, CA)
- Join our team at JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the ... personalized service of a dedicated wealth management business and the...to perform well in a deadline-driven, fast-paced environment. + High attention to detail, good analytical skills, must be… more
- Gelfand Rennert & Feldman (Century City, CA)
- … business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 ... Support Account Managers to provide highest level of customer service by assisting with contracts, budgeting, home purchases, tours,...5+ years of experience in accounting and taxation for high net - worth individuals and entertainers… more
- Gelfand Rennert & Feldman (Century City, CA)
- … 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
- Gelfand Rennert & Feldman (Century City, CA)
- … business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 ... in the preparation of financial reports that may include net worth statements, cash flow schedules, meeting...international tax clearances for touring artists + Assist client service team with other projects, as necessary A successful… more
- City National Bank (North Hollywood, CA)
- …Management (TM) model that most banks extend only to larger businesses and high - net - worth families. Our tailored solutions address the financial needs ... a daily basis in handling all areas of client service , operational tasks, and sales consultation. Expert in all...consultation. Expert in all aspects of providing exemplary client service and assisting clients with any branch transaction. Actively… more
- City National Bank (Los Angeles, CA)
- …Management (TM) model that most banks extend only to larger businesses and high - net - worth families. Our tailored solutions address the financial needs ... Assists the Client Manager in supervising and participates in the operations, client service , and internal sales activities of the branch. + Monitors and maintains… more
- KPMG (Los Angeles, CA)
- …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
- IHG (Santa Monica, CA)
- …a short booking window. + Address a diverse customer base ranging from Travel Advisors, High Net Worth family managers and individual travelers. + Create ... in collaboration with an acclaimed celebrity chef as well as a high -end artisanal marketplace. **Job Summary:** The Reservations Sales Coordinator is an expert… more
- Cherry Bekaert (Los Angeles, CA)
- …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
- JPMorgan Chase (Los Angeles, CA)
- 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
- HSBC (Arcadia, CA)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high value clients.Professionalism… more
