- Insight Global (Overland Park, KS)
- …calls each day. They will help find solutions for any complex problems that these High Net - Worth clients with $250K+ in assets are dealing with. Majority ... transfers, unique money movement, and rollover requests. * Consistently deliver efficient, high -quality, and comprehensive service to clients with $250k + assets… more
- Bank of America (Wichita, KS)
- …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
- Commerce Bank (Leawood, KS)
- …Maintain a client centric focus and desire to exceed client expectations + Manage high net worth clients and their families and multigenerational ... experience. The PCA book of business is represented by high - net worth clients and their...and experience required + 15+ years of experience providing high level client service in a similar… more
- Commerce Bank (Garden City, KS)
- …Advisors who are accountable for the delivery of wealth management advisory services to high net worth clients of Commerce Trust. Essential Functions + ... Perform service and fulfillment activities to meet the needs and...Microsoft Word, Excel and Outlook Education & Experience + High School Diploma or equivalent combination of education and… more
- SitusAMC (Overland Park, KS)
- …tests regarding debt service coverage ratio, debt yield, loan-to-value, and guarantor net worth hurdles. + Support asset management team in their daily ... Team and Servicing team to deliver accurate, timely and consistently high -quality services. Candidates should possess strong analytical skills, advanced Excel skills… more
- World Insurance Associates, LLC. (Wichita, KS)
- …resources to help any client solve any challenge including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the… more
- Moss Adams LLP (Kansas City, KS)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... visa status now or in the future \(eg,H-1B status\). + Excellent customer service skills + Creative problem solving, critical thinking and research skills + Strong… more
- Moss Adams LLP (Kansas City, KS)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... stays + Motivated to meet client deadlines and provide excellent client service + Experience managing multiple client engagements + Creative problem solving and… more