- OrangeTwist (Fort Worth, TX)
- …No two people are ever alike, and neither are their treatments. We have high standards. Our treatments are curated from nothing but the best. We believe chic ... and high -end should still be friendly and approachable. This is...of treatments in 1 shop Our current eNPS (Employee Net Promoter Score) score of 62- Excellent -Exceptional employee's… more
- Baker Tilly (Frisco, TX)
- … Specialist ! Our Family Office practice provides accounting and consulting services to ultra- high net worth individuals and family clients. The services ... or bookkeeping experience Familiar with Microsoft Office; QuickBooks experience preferred High attention to detail, problem solver & intellectually curious Adhere to… more
- CG Financial (Charlotte, NC)
- …for flagship optimized portfolios, direct indexing strategies (Astro), and custom models for High - Net - Worth (HNW) clients. Oversee and manage routine trading ... Financial Services, is on the hunt for a dynamic and meticulous Trade Operations Specialist to lead the charge in managing key portfolio and trading operations. In… more
- Lake Worth Independent School District (Fort Worth, TX)
- Job Title: Payroll Specialist Wage/Hour Status: Nonexempt Reports to: Benefits & Payroll Manager, HR Director Dept./School: HR/Business Services Date Revised: ... records by following prescribed procedures and regulations. Qualifications: Education/Certification: High school diploma or GED Special Knowledge/Skills: Knowledge of… more
- Volvo Group (Houston, TX)
- …Secaucus), Tennessee (Goodlettsville), Florida (Jacksonville, Orlando), Texas (Fort Worth , Houston), California (Mira Loma, San Francisco), Illinois (Chicago, ... Elgin), Washington State (Seattle), Washington DC This is a specialist level, where technicians are assigned responsibilities for performing highly skilled… more
- Baird (Sarasota, FL)
- …services industry! Baird's Financial Advisors provide advice, strategies, and solutions to high - net worth individuals and families across the United ... within the team's client service and wealth management strategy to ensure high quality client service. Engage the client/prospect, frame the discussion, and convey… more
- HSBC (Miami, FL)
- …investors, our communities and the planet we all share. The Ultra High Net Worth Insurance Specialist /Producer will be accountable for sales revenue ... and the identification of insurance needs As ourUltra High Net Worth Insurance Specialist /Produceryou will: + Identify new business opportunities through… more
- Charles Schwab (Bellevue, WA)
- …of a clients Tax, Trust and Estate needs. **What you have** As a High Net Worth Trust & Estate/Tax Specialist , you will: + Develop and handle strong ... mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team...JD, LLM, CPA, CTFA, AEP + Extensive experience advising high net worth clients +… more
- Huntington National Bank (Greenville, SC)
- …Wealth Advisors to support the sales process and deliver exceptional service to high - net worth clients. The Service Specialist II is also responsible for ... Description Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities...+ Performs other duties as assigned. Basic Qualifications: + High School Diploma + 2 years customer service experience… more
- Vanguard (Scottsdale, AZ)
- …for building meaningful client relationships? Join our team as a Client Transfer Specialist for our Personal Investor clients at Vanguard. At Vanguard, we have a ... they call in to Vanguard. As a Client Transfer Specialist , you will: + Serve as the primary point...client experience. + Foster trust and reliability through consistent, high -quality service. + Educate clients on Vanguard's product and… more
- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. Following...and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners… more
- JPMorgan Chase (San Francisco, CA)
- …Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth ... best meet the objectives of each client. The Client Specialist provides high level advice and counsel,...you will focus on addressing the wealth needs of High Net Worth and Ultra… more
- Wells Fargo (Austin, TX)
- …tax provisions + JD, LLM, CFP or CTFA designations + Experience working with UHNW (Ultra High Net Worth ) clients that have investable assets of $10MM **Job ... access to Wells Fargo Bank products and services to high - net - worth and ultra- high -...Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working at Wells Fargo |… more
- Bank of America (Los Angeles, CA)
- …Ability to manage client engagements and special projects **Desired Qualifications** Familiarity with Private Banking ( High Net Worth / Ultra High Net ... CashPro Specialist Los Angeles, California **To proceed with your...treasury revenue growth through his/her subject matter expertise and high value, high touch and advisory client… more
- Edward Jones (West Palm Beach, FL)
- …has developed a new wealth management offering tailored to meet the unique needs of high - net - worth (HNW) clients and we need your help launching this new ... services, and ongoing reporting and support. The Client Concierge Specialist will play a critical role in helping serve...will play a critical role in helping serve our high - net - worth clients. This role works… more
- Capital One (Richmond, VA)
- …team at Velocity Black. The individual should have a background in working with high net worth individuals to provide tailor-made itineraries aligned with ... Concierge Specialist (Itinerary Sales): West Coast, Velocity Black (Remote)...travel suppliers + 1+ years of experience working with high net worth individuals At… more
- TD Bank (West Palm Beach, FL)
- …clients in the high - net - worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the ... this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers and… more
- Fifth Third Bank, NA (Naples, FL)
- …Fifth Third Bank. Partners with Wealth Management Advisors (WMA) to deliver the Private Bank experience to high net worth and ultra- high net worth ... and external partners, + Acts as liaison with Onboarding specialist to ensure an elite client experience + Acts...like . Extended viewing of CRT screen Wealth Management Specialist LOCATION -- Naples, Florida 34108 Fifth Third Bank,… more
- Wells Fargo (Palm Beach, FL)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... role:** Wells Fargo is seeking a Position Title Fiduciary Specialist Working at Wells Fargo | Jobs and Careers...Engage clients, advisors and internal partners to deliver a high -touch client experience within a strong risk management framework.… more
- Wells Fargo (Minneapolis, MN)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... Fargo is seeking a Trust Advisor - Lead Fiduciary Specialist Working at Wells Fargo | Jobs and Careers...Engage clients, advisors and internal partners to deliver a high -touch client experience within a strong risk management framework.… more
