- Fidelity TalentSource LLC (St. Louis, MO)
- … Net Worth Representative\u00A0We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater St. Louis, ... to support our clients remotely.\u00A0 The\u202FPurpose\u202Fof Your Role\u00A0As a High Net Worth Representative, you...assets of $250,000 to $1 million,\u00A0and therefore have complex service and investment needs. In this role, you will… more
- Insight Global (St. Louis, MO)
- …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
- Wipfli LLP (Clayton, MO)
- …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 (Clayton, MO)
- …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 (Clayton, MO)
- …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
- Commerce Bank (St. Louis, MO)
- …Maintain a client centric focus and desire to exceed client expectations + Manage high net worth clients and their families and multigenerational ... experience. The PCA book of business is represented by high - net worth clients and their...and experience required + 5+ years of experience providing high level client service in a similar… more
