- Big I South Carolina (Mount Pleasant, SC)
- …HNW personal insurance clients across the country. Must have property and casualty insurance AND high net worth account experience as this book of business ... personal assistants We specialize in coastal property and flood insurance as well as High Net Worth and affluent families. Mappus is a growing agency that… 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 ... plan updates Maintain CRM records and support all aspects of client service Collaborate across departments to improve processes and outcomes What You Bring:… more
- Frazier & Deeter (Atlanta, GA)
- …structures Proven expertise in overseeing complex client engagements and delivering high -quality client service Ability to develop tax planning strategies ... mergers and acquisitions, reorganizations, and liquidations. Duties/Responsibilities: Manage and conduct high level review of complex tax returns for our individual… more
- Citigroup, Inc. (Houston, TX)
- …ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. Responsibilities: Investment counselors ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- Total Aerospace Services (Sunnyside, NY)
- …increase profitability, optimize the fleet, and expand geographic destinations. Provide exceptional service to high - net - worth individuals and ... charter sales growth, ensuring operational excellence, and delivering exemplary customer service to high -end clientele. This pivotal role involves strategic… more
- Citigroup, Inc. (Huntington, NY)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... to meet the financial needs of our Affluent and High - Net Worth clients, including a...advisory capacity Experience in a proactive, successful sales and service role in the financial services industry Strong analytical… 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 ... consistent and high -quality client experience. How you'll succeed Deliver high -touch service : Manage onboarding, account openings, and operational support… 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 ... Job Title: Client Service Associate Location: Chicago, IL Description: The Client...clients Supports the completion of due diligence and client questionnaires Qualifications: High School Diploma or equivalent University (Degree)… more
- HCVT (Los Angeles, CA)
- …Business Management services to our clients, which include private and public companies, high - net - worth individuals, and family offices. We also specialize ... industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High - Net - Worth Individuals, Manufacturing & Distribution, Professional Services… more
- Beagle Services (Atlanta, GA)
- …water technology and trusted partnerships with insurers. Our team helps homeowners and high - net - worth clients prevent water damage by deploying automatic ... to lead strategic account growth with national property insurance carriers, home service partners, and high -volume referral sources. You'll drive the adoption… more
- Pacifica Continental (Miami, FL)
- …this role, you will be responsible for developing and managing relationships with high - net - worth individuals and families, providing them with comprehensive ... unique needs and objectives. Responsibilities: Identify and cultivate relationships with high - net - worth individuals and families. Conduct in-depth financial… more
- Soros Fund Management (New York, NY)
- …investment firm, public accounting), experience working in a family office or w/ High - Net Worth individuals preferred Strategic mindset with a demonstrated ... As a key strategic leader within the shared family service office, the CFO is charged with establishing and...family entities, investment vehicles, trusts, personal balance sheets and High - Net - Worth statements. Partner with estate… more
- Hornets (Charlotte, NC)
- …exceptional service experience. Proactively build and maintain relationships with high - net - worth individuals, corporate executives and key stakeholders ... issues with professionalism and efficiency, ensuring timely resolutions and a high standard of service . Communicate important information regarding premium… more
- Staffing in Motion (Baltimore, MD)
- …In this home based outside sales role, you will be focused on closing leads of high net worth clients that have already expressed interest in investing with ... the client leads that the firm provides. A dedicated portfolio management and service team are primarily responsible for the transition and retention of client… more
- Gelfand Rennert & Feldman (Encino, CA)
- … business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 ... entertainment business management firm or 2+ years of general accounting experience High School Diploma or GED equivalent is required; Associate's degree is… more
- Gpac (Hartford, CT)
- …They serve a diverse client base of small to middle market businesses and high - net - worth individuals across various industries. What You'll Do: Lead tax ... and implement best practices for tax compliance and client service Mentor and develop junior staff members Build and...accounting firm with a strong reputation for providing exceptional service to their clients. The firm specializes in tax… more
- EisnerAmper LLP (San Diego County, CA)
- …The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to ... the future. As one of the largest and fastest-growing service lines at our firm, we try to make...global public firms, and middle-market companies, as well as high net worth individuals, family… more
- INTER-CON SECURITY SYSTEMS INC (Pasadena, CA)
- …Energy, and Defense, as well as Fortune 500 companies, major public utilities, and ultra- high net worth individuals. Inter-Con employs over 35,000 security ... operates as theindustry leader in the field of customized, high -requirement securitysolutions. Inter-Con isEverywhereSecurityMatters. Job Summary The Corporate Human… more
- EPIC Brokers (Newport Beach, CA)
- …classifying, and recording financial transactions to ensure the financial records of the high - net worth private clients are accurate. They also assist ... collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! We're in the top 10 of property/casualty agencies… more
- The Calendar Group (Menlo Park, CA)
- … high -end hospitality. Preference is given to candidates with experience serving high - net - worth families. Expertise with Luxury Items: Skilled in caring ... Housekeeper to join our team in Menlo Park, CA, someone who brings a positive service mindset and a willingness to learn and grow. This role is ideal for someone… more
