- Pennymac (Phoenix, AZ)
- …document system of record with actions taken Manage high volume, high net worth , complex client accounts Review pipeline of all loans within assigned ... Pipeline Accounts Manager II ensures consistent delivery of a best-in-class client experience through daily energetic and creative engagement with fulfillment… more
- World Insurance Associates LLC (Hamden, CT)
- … client solve any challenge, including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and ... services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management… more
- Citigroup, Inc. (Smithtown, NY)
- …region has 115 branches across the NY Metro area with $500MM+ in revenue and a strong high net worth client base. Individual will be responsible for ... the depth of our offering across all our businesses to address a client 's individual and business needs. Accelerate investment business growth in the market by… more
- NFP (New York, NY)
- …set policies Required Qualifications: P&C license required upon hire Personal Lines with High Net Worth Account/ Client Management experience Familiarity ... 8 years of Personal Lines industry and product line experience with extensive High Net Worth Account/ Client Management experience. This must include… more
- Claire Myers Consulting (Danville, CA)
- …closely with the full team to support financial planning, trading, investment proposals, and high - net - worth client service. What You'll Do: Manage ... CA | In-Office | $80,000-$110,000 | Full-Time, Exempt Our client is looking for a motivated, experienced Associate to...setup, money movement, and performance reporting Input and interpret client financial and tax data to support planning Prepare… more
- Jamie Grayem (Newport Beach, CA)
- …A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to ... Potential Opportunities for professional growth. Leadership opportunities, including leading client and conference seminars Required skills: Currently holds Series 7… more
- Frazier & Deeter (Atlanta, GA)
- …office services and private foundation structures Proven expertise in overseeing complex client engagements and delivering high -quality client service ... staff and clients and is responsible for planning, managing, reviewing, and completing client engagements. FD is looking for a motivated individual that will become… more
- Jamie Grayem (Albany, NY)
- …Job Summary The Wealth Planner is responsible for delivering financial planning experience to high net worth clients and prospects. The Planner will work ... the Planner is expected to contribute to internal and client -facing content development, and will partner with Market Leaders,...clients (required) 3+ years providing financial planning advice to high net worth clients (preferred)… more
- Trinity Real Estate Investment Services (Fort Worth, TX)
- …make things happen. Who we are. Trinity exists to serve developers, funds, and high - net worth individuals seeking a savvy, strategic real estate investment ... calling, attending relevant industry conferences, and other ways of generating client relationships to ensure consistent performance. Work with investors to… more
- City National Bank (Charlotte, NC)
- …syndicated, and leveraged loans is highly desired, along with understanding of high net worth and private client lending and retail loan products. ... as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). Completes… more
- CIBC (Madison, IL)
- …investment advisory, or financial services industry and understand the needs of high - net - worth clients. Strong communicator: You possess excellent verbal ... tracking client activity, and contributing to a consistent and high -quality client experience. How you'll succeed Deliver high -touch service: Manage… more
- ACCUR Recruiting Services (New York, NY)
- …providing unique experiences and establishing deep connections with their clientele, particularly high - net - worth individuals (HNWIs). Objective of the Role ... Company Description Our client is a prestigious organization in the luxury...and networking. Ideal Profile The ideal candidate is a high -profile individual with significant experience in direct sales to… more
- EisnerAmper LLP (San Diego County, CA)
- …EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to ... seeking an Outsourced Accounting Manager to join the Private Client Services (PCS) practice. We are looking for a...global public firms, and middle-market companies, as well as high net worth individuals, family… more
- Axelon Services Corporation (Chicago, IL)
- …with associates across Global Client Group to service clients (Institutional and High Net Worth ) or Distributors investing in, or distributing the ... be delivered to clients Supports the completion of due diligence and client questionnaires Qualifications: High School Diploma or equivalent University (Degree)… more
- Baker Tilly (Frisco, TX)
- …Accounting Specialist! Our Family Office practice provides accounting and consulting services to ultra- high net worth individuals and family clients. The ... like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of accounting and advisory? If yes, consider joining… more
- EY (New York, NY)
- …will be reviewing complex individual tax returns to income tax planning and advising of high net worth individuals and families, allowing you to develop into ... a trusted advisor role to client . You will work with specialists in our other...professionalism Ideally you'll also have A proven record in high net - worth tax planning A… more
- Citigroup, Inc. (Houston, TX)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. Responsibilities: Investment ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- BDO USA (Charlotte, NC)
- …Offering a high touch approach, we have extensive experience serving high net - worth individuals, their families, family offices, C-Suite executives, ... Job Description Job Summary: Private Client Services at BDO is a boutique practice...to provide tax compliance and consulting services to our high net - worth clients. Job Duties:… more
- Citigroup, Inc. (Huntington, NY)
- …Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management ... and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's...to meet the financial needs of our Affluent and High - Net Worth clients, including a… more
- EisnerAmper LLP (Elgin, IL)
- …EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to ... is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a...global public firms, and middle-market companies, as well as high net worth individuals, family… more
