- HUB International (Tampa, FL)
- As a HUB Personal Lines High Net Worth Producer, you will prospect for business based on your local networks, connections, and communities and focus to ... develop client and referral opportunities in our High Net Worth - Private...You will be the cornerstone of our superior customer service and will be charged with ensuring client satisfaction.… more
- Truist (Tampa, FL)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... Responsible for developing and deepening client relationships through needs-based, high -level client service and through delivery of...a broad range of wealth products and services to high net worth individuals. Essential… more
- KPMG (Tampa, FL)
- …and play a key role in growing KPMG's private client tax practice, which focuses on ultra- high net worth individual, trust and estate clients + Review and ... Family Offices + Serve as the trusted advisor to ultra- high net worth families on...complete list of currently approved designations/credentials for the hiring practice/ service line, your recruiter can provide you with that… more
- Bank of America (Tampa, FL)
- …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
- Bank of America (Tampa, FL)
- …and Merrill. **Responsibilities:** + Trades stocks, bonds, and other investment instruments for high net - worth clients, casual investors, and active traders ... Financial Service Representative- Retirement and Benefits Investment Specialist Bilingual Spanish Pennington, New Jersey;Chandler, Arizona; Tampa, Florida;… more
- Truist (Tampa, FL)
- …minor, which are not mentioned below. Specific activities may change from time to time. 1. Meet with high net worth and ultra- high net worth ... interpersonal and written communication skills 2. Ability to provide excellent customer service to both internal and external customers 3. Effective time management… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …options orders and complex trades. This includes, but is not limited to, custom portfolio solutions for high net worth ("HNW") and ultra- high net ... adapt, accept and lead change, meet deadlines. * Provide courteous, timely service when addressing customer questions and concerns. * Speak clearly and concisely.… more
- Cherry Bekaert (Tampa, FL)
- …heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Our expertise includes providing services ... status updates and communicate and involve the partner in the resolution of client service , tax or accounting problems/issues as they arise. + Work to wrap-up tax… more
- PennyMac (Tampa, FL)
- …level items and document system of record with actions taken + Manage high volume, high net worth , complex client accounts + Review pipeline of all loans ... and creative engagement with fulfillment functions to meet all service level agreements. As the **Pipeline Accounts Manager** ,...and escalate to management as appropriate + Manage individual service level agreements and turn times on all loans… more
- US Bank (Tampa, FL)
- …- Eight or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** - Requires established network ... 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
- Insight Global (Tampa, FL)
- …for tax consultants to support a busy season initiative with a national customer's high net worth individual and partnership tax organization. Candidates ... ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by… more
- Bank of America (St. Petersburg, FL)
- …make a difference. Join us! **Job Description:** This job is responsible for working with high - net worth clients in a Merrill branch with annual revenues of ... progress to the next phase as an advisor + Builds relationships with internal service providers based on client needs and asset thresholds + Manages risk proactively… more