- Wipfli LLP (Green Bay, WI)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on… more
- Wipfli LLP (Madison, WI)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... Tax Manager is responsible for clients receiving proactive communication and timely service + Perform detailed reviews of tax work papers and provision calculations… more
- Wipfli LLP (Madison, WI)
- …Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on ... and communicate effectively with the client to provide superior client service + Actively participate in business development efforts to include working… more
- Bank of America (Milwaukee, WI)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Morgan Stanley (Mequon, WI)
- …Branch Manager. DUT IES and RESPONSIBILITIES: Pr oduction-Related . Build a client base of high net worth households by prospecting and developing new client ... of the Branch. . Drives corporate marketing initiatives to help increase market share in High Net Worth households. Te am Building . Builds an effective… more
- US Bank (Milwaukee, WI)
- …One. **Job Description** Responsible for managing a team of portfolio managers which invests assets for high - net worth and ultra- high - net worth ... to business need. Job postings in areas with a high volume of applicants, such as customer service... high volume of applicants, such as customer service , contact center, and Financial Crimes investigations, remain open… more
- Walworth County (Elkhorn, WI)
- …off, 5 days on/3 days off to provide 24-hour per day, 7-day per week service . The Sheriff's Office offers a robust training program with lots of opportunities for ... upon hire, with higher annual accrual rates based on their prior years of service . + Expedited field training for experienced law enforcement officers. Do you have… more
- HUB International (Kronenwetter, WI)
- …Account Management role + Agency experience is required + Experience working in the high - net - worth marketplace + High School diploma or equivalent ... + Excellent written and verbal communications skills + Superior customer service and problem-solving skills + Demonstrated proficiency with computer systems,… more
- PNC (Milwaukee, WI)
- …Introduces and sells, both inside and outside of the office, products and services to high - net - worth clients. Demonstrates a high degree of knowledge in ... of education, job specific certification(s), and experience (including military service ) may be considered. **Education** Bachelors **Certifications** No Required… more
- BMO Financial Group (Brookfield, WI)
- …more frequent monitoring may be appropriate. + Understands borrower types typical in the high net worth market and their relation to collateral ownership, ... processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and...other internal stakeholders. + Maintains and promotes a customer service environment which meets and exceeds customer needs and… more
- KPMG (Milwaukee, WI)
- …multi-state and local tax experience preferred; federal and state partnership experience preferred; high net worth individual tax experience preferred + ... mental health. Depending on job classification, standard work hours, and years of service , KPMG provides Personal Time Off per fiscal year. Additionally, each year… more