- HUB International (Tampa, 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
- Insight Global (Tampa, FL)
- …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 ... creating high customer loyalty and provide great customer support!" We...factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic… more
- Truist (Tampa, FL)
- …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
- KPMG (Tampa, FL)
- …- worth individuals and Family Offices + Serve as the trusted advisor to ultra- high net worth families on matters relating to current and forward-looking ... Responsibilities: + Advise clients and be accountable for delivering high quality tax service and advice and...growing KPMG's private client tax practice, which focuses on ultra- high net - worth individual, trust and… more
- Bank of America (Clearwater, FL)
- …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
- Insight Global (Tampa, FL)
- …you will be responsible for partnership tax form preparation forms (eg 1065) for high net worth individuals and financial services partnerships. Experience ... like private equity, venture capital, and other forms of high net worth is required....factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic… more
- Bank of America (Tampa, FL)
- …a priority. **Responsibilities:** + Trades stocks, bonds, and other investment instruments for high net - worth clients, casual investors, and active traders + ... Financial Service Representative- Retirement and Benefits Investment Specialist Bilingual Spanish Chandler, Arizona;Tampa, Florida **Job Description:** At Bank of… more
- Truist (Tampa, FL)
- …minor, which are not mentioned below. Specific activities may change from time to time. 1. Meet with high net worth and ultra- high net worth ... interpersonal and written communication skills 2. Ability to provide excellent customer service to both internal and external customers 3. Effective time management… more
- Cherry Bekaert (Tampa, FL)
- …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
- PennyMac (Tampa, FL)
- …level items and document system of record with actions taken + Manage high volume, high net worth , complex client accounts + Review pipeline of all loans ... and creative engagement with fulfillment functions to meet all service level agreements. As the **Pipeline Accounts Manager** ,...and escalate to management as appropriate + Manage individual service level agreements and turn times on all loans… more
- US Bank (Tampa, FL)
- …- 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