- 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
- Citigroup (O'Fallon, MO)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… more