- Charles Schwab (Westlake, TX)
- …wallet by creating a consistent, responsive and world class service experience for our high net worth clientele. The Concierge Team Manager will lead and ... unique service expectations that is inherent with high net worth clients. You...a white glove service experience for our high net worth clients and… more
- HSBC (Miami, FL)
- High Net Worth and...handling of any subsequent claims + Required to be client- service orientated and proactively look for ways to increase ... Ultra High Net Worth Insurance Specialist/Producer Brand: HSBC Area of Interest: Insurance...revenues, improve customer service , and add value to our internal Group partners… more
- Charles Schwab (Tysons Corner, VA)
- …Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high -touch service , on-going comprehensive guidance and advice to clients in ... lending needs. Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs Retain existing clients,… more
- Jobleads-US (Washington, DC)
- …to understand Chubb's products, services and competitive advantages. Product and service enhancements and rate changes. Address and respond to agency inquiries ... The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting… more
- Charles Schwab (Seattle, WA)
- …in all implications 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 ... filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab's approach...required; JD, LLM, CPA, CTFA, AEP Extensive experience advising high net worth clients Ability… more
- Bank OZK (Little Rock, AR)
- …high -level customer service to meet the comprehensive banking needs of high - net - worth clients. Deliver private banking credit and deposit solutions, ... and alignment of client expectations. + Qualify, onboard, and service clients with minor oversight from management. + Follow...and demonstrate accountability for onboarding new business relationships with high net worth and very… more
- Charles Schwab (Westlake, TX)
- …as a Tax, Trust, and Estate attorney strongly preferred Extensive experience advising high net worth clients. Shown experience in discovering unstated ... you to provide detailed, highly sophisticated advice to entrepreneurs and other high - net - worth individuals with sophisticated financial affairs, substantial… more
- Signature Aviation (Orlando, FL)
- …protection offering. This role will focus on ensuring the safety, security, and comfort of high -profile and high - net - worth guests as they move through ... at least 5 years in a leadership role, preferably in aviation, hospitality, or high - net - worth client services. + Education: Bachelor's degree in security… more
- Neuberger Berman (Dallas, TX)
- …Management business and requires a candidate who can confidently engage with ultra- high - net - worth clients. **Key Responsibilities:** **Marketing Duties** + ... Professional and polished demeanor, with the ability to represent the team to ultra- high - net - worth clients + Well-spoken, articulate, and highly professional… more
- Charles Schwab (Indianapolis, IN)
- …experience in the financial services industry Preferred Qualifications Experience servicing high - net - worth clients preferred Experience supporting financial ... fee-based, and non-discretionary wealth management program, passionate about delivering exceptional service to help clients achieve their financial goals. We believe… more
- Plante Moran (Wakefield, MA)
- …is required; experience in public accounting is preferred Experience with high net worth individuals, S-corporations, C-corporations, partnerships, ... to specialize or would rather gain exposure across many service lines, you won't be limited at Plante Moran....and private foundations is required with the emphasis on high net worth individuals. Sophisticated… more
- KW Advantage Realty (Oviedo, FL)
- …to worry about prospecting-we provide you with a steady stream of pre-qualified, high - net - worth clients. Unparalleled Support : From advanced training ... opportunities. Your Responsibilities Will Include: Building Client Relationships : Connect with high - net - worth individuals to guide them through the luxury… more
- Jet Aviation (Teterboro, NJ)
- …or a related field. + At least 5 years of experience managing accounts for high - net - worth individuals, ideally in the private aviation or luxury service ... + Be the primary point of contact for our high - net - worth clients, building strong relationships...regular updates, gather their feedback, and offer tailored aviation service recommendations to ensure they feel valued and understood.… more
- Plante Moran (Wakefield, MA)
- …a Bachelor's Degree in Accounting CPA or Bar License required Experience with high net worth individuals, S-corporations, C-corporations, partnerships, LLCs, ... to specialize or would rather gain exposure across many service lines, you won't be limited at Plante Moran....and private foundations is required with the emphasis on high net worth individuals. Sophisticated… more
- SheWorks! (Fort Lauderdale, FL)
- …customer service means. What You'll Do Serve as the main contact for high - net - worth clients via phone, email, and SMS Deliver personalized, luxury-level ... Elevate Every Interaction. Are you passionate about delivering white-glove service ? Do you thrive in a high -touch,...white-glove service ? Do you thrive in a high -touch, fast-paced environment where no detail is too small… more
- Daisy Co. (Alameda, CA)
- …key local accounts, including architectural, building, or interior design firms, and high - net - worth clients. Business Development Identify and pursue new ... achieves its sales goals while maintaining Daisy's standard of excellence in client service . What You'll Be Doing Area Sales Leadership Take full ownership of sales… more
- Orr Group (Washington, DC)
- …an experienced project manager, and a strong relationship builder with expertise in high - net - worth donor engagement. They will collaborate with a team ... Boards of Directors. Build and manage strong client relationships, ensuring high -quality work and providing expert guidance throughout engagements. Stay abreast of… more
- HSBC (Buffalo, NY)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value clients.… more
- HSBC (Bellevue, WA)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios - Expert knowledge in ... Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high value clients.… more
- Bank OZK (Atlanta, GA)
- …accounting, or commensurate work experience, required. + 7+years of work experience in high - net - worth sales, or related business development experience in a ... as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across… more
