- Huntington National Bank (Kalamazoo, MI)
- …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
- Edward Jones (West Palm Beach, FL)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Edward ... management offering tailored to meet the unique needs of high net worth clients and...Jones Generations - Senior Portfolio Strategist is an investment specialist who brings the client's financial plan to life… 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
- Charles Schwab (Lone Tree, CO)
- …as a Tax, Trust, and Estate attorney strongly preferred + Extensive experience advising high net worth clients. + Shown experience in discovering unstated ... mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team...provide detailed, highly sophisticated advice to entrepreneurs and other high - net - worth individuals with sophisticated financial… 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 ... Wells Fargo is seeking a Position Title Associate 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
- Truecare Homecare Agency (Brooklyn, NY)
- …advisors. + Market Expansion: Identify and pursue new referral channels within high - net - worth communities, including luxury senior living, concierge medical ... A FIELD-BASED ROLE Position title : Private Client Outreach Specialist - Private Pay Division Job Summary As a...services. + Familiarity with the needs and expectations of high - net - worth families and private care… more
- Wells Fargo (Las Vegas, NV)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... Wells Fargo is seeking a Trust Officer - Fiduciary Specialist in Trust Client & Advisor Services as part...Engage clients, advisors and internal partners to deliver a high -touch client experience within a strong risk management framework.… more
- Wells Fargo (Westlake Village, CA)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... this role:** Wells Fargo is seeking a Senior 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
- Capital One (Richmond, VA)
- …skills and extremely strong attention to detail + Experience working with ultra high net worth individuals + Entrepreneurial, problem-solving attitude + ... Senior Private Aviation Specialist - Velocity Black (Remote) Velocity Black, a...and the convenience of the latest interfaces to help high -performance people actualize the full potential of their lives.… more
- Moss Adams LLP (Pasadena, CA)
- …affairs and reach their personal and family goals. The Family Office A/P Operations Specialist works with high - net - worth families to satisfy daily ... **A/P Operations Specialist ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you,… more
- CIBC (Chicago, IL)
- …doing** CIBC's Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. As a Client Support Associate, you will ... manage their portfolios and develop new business. You'll directly engage with high net worth clients to offer support, uncover business opportunities and… more
- AIG (Atlanta, GA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... Join us as a Senior Regional Production Specialist to grow your career at the forefront...to attract and retain top industry talent and develop high performing teams. + Drive a culture that promotes… more
- AIG (New York, NY)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... Sr. Regional Production Specialist - Lexington Middle Market Property Join us...build effective relationships with brokers and to deliver a high standard of customer service as an example for… more
- AIG (Houston, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... Underwriting Specialist , Foreign Casualty Join us as an Underwriting...build effective relationships with brokers and to deliver a high standard of customer service as an example for… more
- Plante Moran (Southfield, MI)
- …away. You'll collaborate with staff at all levels of the firm and welcome high - net - worth individuals and families into your client repertoire. Your work ... Estate Settlement Specialist - Southfield, MI + Location: United States,...consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for… more
- Bank of America (Atlanta, GA)
- …client assets and assisting with the prospecting of high - net - worth and institutional investors. The Alternative Investment Specialist will provide ... Alternative Investment Regional Specialist Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives… more
- JPMorgan Chase (New York, NY)
- JP Morgan Advisors, the ultra- high net worth division of J. P. Morgan Wealth Management, offers US based clients and their advisors the personalized service ... solutions tailored to clients' specific needs. As a Business Specialist within JP Morgan Advisors, you will play a...multiple assignments with accuracy, and meet deadlines in a high -pressure environment. You will also have the chance to… more
- Robert Half Finance & Accounting (Chicago, IL)
- …support to a team of highly motivated Financial Advisors and their High - Net - Worth individual clients. Responsibilities: + Client onboarding, including ... from within. Job Description: We are seeking a highly motivated Client Relationship Specialist to provide high -touch client service and dedicated operational… more
- Sedgwick (Atlanta, GA)
- …will be assigned to the jobs. + Serves as the point of contact for high net worth clientele. + Responsible for dispatching and coordinating multiple ... to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer After Hours Support Specialist **PRIMARY PURPOSE** : To deliver exceptional service to customers on… more
- AIG (Atlanta, GA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... Join us as a Regional Production Specialist to step up to a key team...to build effective relationships with brokers and deliver a high customer service standard as an example for the… more