- AON (PA)
- …CPCU, CIC, CPRM, CPRIA, AFIS, ARM or CAPI + 5+ years of High Net Worth client service experience + Insurance industry experience (preferably personal ... CPRM, CPRIA, AFIS, ARM or CAPI + 5+ years of High Net Worth client service experience + Insurance industry experience (preferably personal lines)… more
- Edward Jones (St. Louis, MO)
- …Setting expectations with estate planning/legal service provider, client, financial advisor, and High Net Worth team to deliver timely advice and ... execution of estate planning advice between the third-party service provider and High Net Worth team. + Lead or actively contribute to key strategic… more
- Robert Half Legal (Minneapolis, MN)
- …you an accomplished Family Law Attorney with experience handling complex divorce cases for high - net - worth individuals? Are you seeking an opportunity to join ... mid-size downtown Minneapolis law firm. You will bring significant experience representing high - net - worth clients in divorce, custody disputes, and marital… more
- World Insurance Associates, LLC. (Chicago, IL)
- …your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized ... Primary Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate and… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups (In-Person OR Hybrid) Department: Tax Location: Austin and/or Round Rock, TX Compensation: Starting ... local firm) + Experience providing tax consulting and compliance services to high - net - worth individuals and family groups including personal, estate/gift… more
- Vanguard (Scottsdale, AZ)
- …life's goals. Wealth Management has a unique mission: To be a trusted partner to our ultra- high net worth clients and their families, going one step beyond ... We are seeking a highly motivated sales and/or client service leader, coach, and strategic problem solver to join...policies and procedures. + Deepens loyalty with existing Ultra High Net Worth clients by… more
- World Insurance Associates, LLC. (Denver, CO)
- …resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... Identify, prospect, and cultivate new business opportunities, focusing on High - Net worth and Private...from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's… more
- HUB International (Encino, CA)
- …Personal Lines insurance experience within a brokerage environment + Must have High Net - Worth /Private Client experience. Experience within the Entertainment ... **THE OPPORTUNITY:** Our service professionals play a vital role in supporting...beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred.… more
- HUB International (Fort Lauderdale, FL)
- …Insurance sales experience highly preferred + Bachelor's degree required + Experience selling to high net worth individuals a plus + Required to obtain ... **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Previous experience of conducting sales, service , and solicitation of all forms of insurance business + Knowledge… more
- HSBC (Miami, FL)
- …focused on Brazil to generate new AUM and Gross Revenue. As our High - Net - Worth Relationship Manager-Brazil you will: + Combine client relationship ... in this role: + Familiarity in working with clients and prospects who are high -potential HNW/UHNW clients + Proven track record in asset gathering, asset growth and… more
- Wipfli LLP (Minneapolis, MN)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on… more
- Wipfli LLP (Detroit, MI)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on… more
- Huntington National Bank (Naples, FL)
- …Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high - net worth clients. The Service ... Description Summary:The Private Bank Service Specialist III, as part of Huntington Private...needed. + Provides administrative support for one or more high -end advisor and is responsible for the day-to-day activities… more
- Vanguard (Dallas, TX)
- …all applicable Human Resources policies and procedures. Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating ... We are seeking a highly motivated sales and/or client service leader, coach, and strategic problem solver to join...brings a strong track record of building inclusive and high performing teams to producing strong outcomes, navigating ambiguity,… more
- Wipfli LLP (Chicago, IL)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... Tax Manager is responsible for clients receiving proactive communication and timely service + Perform detailed reviews of tax work papers and provision calculations… more
- Wipfli LLP (Detroit, MI)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... Tax Manager is responsible for clients receiving proactive communication and timely service + Perform detailed reviews of tax work papers and provision calculations… more
- Huntington National Bank (Charlotte, NC)
- …Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high - net worth clients. The Service ... + Performs other duties as assigned. Basic Qualifications: + High School Diploma + 2 years customer service... High School Diploma + 2 years customer service experience in banking or Wealth & Investment Financial… more
- Charles Schwab (Westlake, TX)
- …Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high -touch service , on-going comprehensive guidance and advice to clients in ... needs. + Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs + Retain existing clients,… more
- Vanguard (Scottsdale, AZ)
- …ensure a seamless client experience. + Foster trust and reliability through consistent, high -quality service . + Educate clients on Vanguard's product and ... communication and interpersonal abilities. + Commitment to delivering exceptional client service . + Ability to manage ambiguity and utilize resources effectively.… more
- Wipfli LLP (Loveland, CO)
- …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