- Vanguard (Scottsdale, AZ)
- …client needs and share insights with Relationship Managers. + Deliver high -quality, efficient service while anticipating client needs and offering proactive ... solutions. + Collaborate across teams to maintain and enhance the UHNW client experience. + Document client and team feedback to support continuous service improvement with the business. + Build expertise in Vanguard products, services, and industry trends to… more
- US Bank (Scottsdale, AZ)
- …work experience - Eight or more years of experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience - Thorough ... for building a team of trust, banking and investment professionals around high net worth clients or client relationships. Responsible for retention and… more
- US Bank (Scottsdale, AZ)
- …work experience - Eight or more years of experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience - Requires ... the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.** more