- Frazier & Deeter (Tampa, FL)
- …structures Proven expertise in overseeing complex client engagements and delivering high -quality client service Ability to develop tax planning strategies ... delivery Develop and maintain strong client relationships by providing exceptional service and understanding their business needs. Ensure timely and accurate filing… more
- Carr, Riggs & Ingram (Atlanta, GA)
- …necessary resources and creating an enjoyable work environment to ensure quality and high performance Facilitate the monitoring of the quality of our product and the ... and ensures support at every step. To learn more about the industries we serve, our service offerings, and our family of companies please visit us at www.criadv.com. more
- Vault (New York, NY)
- …and profitability targets. Evaluate and underwrite complex personal excess liability risks associated with high net worth and ultra- high net ... at the bigger picture to provide custom solutions, exceptional service , and risk management to protect their legacy proactively....structures, coverage enhancements, and pricing models tailored for the high net worth market. Represent… more
- Adams Brown LLC (Overland Park, KS)
- …depth knowledge of relevant topics related to taxation of high net worth clients Ensures top quality client service through a cadence of in-person and ... skills Increasingly builds knowledge base on the firm's industry lines and service offerings Performs other duties as assigned Desired Skills, Abilities and… more
- Citigroup, Inc. (Boston, MA)
- …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
- KForce (New York, NY)
- …will review/prep with a passion for individual tax compliance, and planning-primarily in the service of high - net - worth individuals and families. In this ... off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick...messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate… more
- Clark Asset Management (Boston, MA)
- …we're having a lot of fun. So, do you believe what we believe? RESPONSIBILITIES Manage 70+ high net worth relationships . The buck stops with you. You are ... Fama & French Lead Planner core values should include Service , Curiosity, Transparency, Humility & Tenacity Personal finance is...5+ years of personal financial planning 3+ years running high net worth relationships 10+… 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 (Irvine, 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
- The Jonus Group (Plano, TX)
- …Summary A growing insurance agency is seeking a skilled Personal Lines Account Manager with High - Net - Worth experience. In this role, you'll manage high - ... 5+ years of relevant insurance industry experience preferred. Previous experience handling high - net - worth clients and accounts is required. Above average… more
- Goldman Sachs, Inc. (Chicago, IL)
- …financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra- high net worth and high net ... investment planning and tax services to corporate employees, executives and/or other high - net - worth individuals Prepare various reports for clients in… more
- NFP (Melville, NY)
- …execute all accounting functions necessary to report on the financial position of select ultra- high net - worth clients. Handles day to day for accounts ... invoice entry and creation of wires for approval. Prepare cashflow planning for high net - worth clients including budgeting and forecasting. Prepare timely… more
- Neuberger Berman Group LLC (New York, NY)
- …globally. Position Overview: NB Alternatives manages approximately $168 billion for institutional and high net worth clients across a range of commingled ... investment decisions. In addition, this role will provide a high level of direct interaction with senior personnel on...used in ODD analysis and monitoring process Conduct ongoing service provider due diligence Stay abreast of industry best… more
- Frost Bank (Southlake, TX)
- …you'll do: Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable ... to perform with limited supervision Experience in managing a portfolio of affluent and high net worth clients Demonstrated capacity to sell products and… more
- Atlas North (Lake Oswego, OR)
- …with clarity and confidence-structuring complex deals and securing ideal terms for high - net - worth clientele. Maintain the highest level of professionalism, ... and nuance to manage complex, high -stakes transactions ✓ Well-connected within high - net - worth circles, with a cultivated network of referral partners… more
- Northern Trust (Los Angeles, CA)
- …strategy and approach for your targeted new client base. You'll work with ultra high net worth (UHNW) individuals, families and businesses as you cultivate ... institutions by remaining true to our enduring principles of service , expertise, and integrity. With more than 130 years...a strong network of Centers of Influence (COIs) for ultra- high net worth individuals and… more
- Mariner (Los Angeles, CA)
- Job Description Overview: The Senior Wealth Analyst position works on our Ultra High Net Worth advisory team, working with our wealthiest and most complex ... by the uniqueness and challenges of the populations we service . In this role, you are responsible for providing...other client reports. Assist in all aspects of client service , including but not limited to spreadsheets, analyses, letters,… more
- Pearl Recruiter (Atlanta, GA)
- …NC to play a pivotal role in managing and expanding relationships with our ultra- high - net - worth (UHNW) clients. - You will provide comprehensive wealth ... wealth management, financial advisory, or a related field, specifically serving ultra- high - net - worth clientele Bachelor's degree Professional designations,… more
- Consultative Search Group (Encino, CA)
- …7+ years of related experience in the Business Management field and/or working with high - net - worth individuals Many of our job openings can be viewed ... for an experienced senior manager to lead a dedicated service team handling a group of several large clients....to communicate with, and provide sound financial advice to, high -level clients, communicate with Partners, as well as manage… 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 ... in the preparation of financial reports that may include net worth statements, cash flow schedules, meeting...and international tax clearances for touring artists Assist client service team with other projects, as necessary Qualifications 4+… more
