- Creative Financial Staffing (White Plains, NY)
- …with. They are a specialist group of companies that cater to high - net - worth individuals, offering unparalleled service and expertise. You will have ... ample opportunities for career advancement and personal development within the organization. Collaborate with a team of industry-leading professionals, renowned for their exceptional skills and knowledge. The company's employee-centric working model fosters an… more
- WSFS Bank (Berwyn, PA)
- …the client and Wealth Advisor or Investment AdvisorServe as first point of contact for many high net worth clients, as well as build and maintain those ... of our name, it's our mission and our purposeThe Client Service Associate Responsible for providing high level service delivery to trust and agency clients,… more
- Amerant Bank (Coral Gables, FL)
- The Senior Relationship Manager (SRM) is responsible for managing and retaining a book of business of High Net Worth and Ultra High Net Worth ... trust officers, wealth advisors, etc. to integrate solutions. Ensures high standards of service quality are provided to customers to strengthen customer loyalty.… more
- Creative Financial Staffing (Parsippany-Troy Hills, NJ)
- …or law firm Significant experience providing complex gift and estate planning strategies to high net worth clients Significant experience in working with ... closely held companies, family-owned businesses, not-for-profit entities, government, and high - net - worth individuals. They are dedicated...would include: Be a leader within the Private Client Service / Estate and Trust practice of the Firm… more
- WSFS Bank (Greenville, DE)
- …email, and correspondenceManage personal trust accounts and relationships, including those of high - net worth individualsCompliance and legal projects as ... moderate to high complexity, profile, and/or volume; providing high level service delivery to Delaware Advantage trust and agency clients, advisors,… more
- WSFS Bank (Wilmington, DE)
- …communication skills with the ability to use these skills to communicate with high - net - worth clients, intermediaries and colleagues at all organizational ... a difference every day for the people, businesses, and Communities we serveWe Stand For Service (R) is more than part of our name, it's our mission and our purposeThe… more
- WSFS Bank (Berwyn, PA)
- …Investment Advisory firms, Family Office, Wealth Management firms, Independent Trust Companies, and high net worth individualsCall on prospective clients, as ... the people, businesses, and Communities we serveWe Stand For Service (R) is more than part of our name, it's...well as medical, legal, tax and other professional service providers to develop new relationships, retain existing business,… more
- WSFS Bank (Berwyn, PA)
- …our purposeThe Relationship Manager will primarily manage Private Banking relationships for high - net - worth individuals and have overall responsibility for ... the people, businesses, and Communities we serveWe Stand For Service (R) is more than part of our name, it's...as well as medical, legal, tax and other professional service providers to develop new relationships, retain existing business,… more
- Beacon Hill Staffing Group, LLC (New York, NY)
- …by the Personal Assistants, coordinating with the driver, etc.Qualifications:Family office or high net worth personal assistant experienceMust have Google ... placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service , a commitment to project completion and success and a passion… more
- Creative Financial Staffing (Mountain View, CA)
- …proper communication techniques Accurate and timely processing of personal bills for high - net - worth clientele. Reviewing recurring items and processing both ... client contact for processing client's bills and setting up new accounts for service . KEY DIMENSIONS Act as primary point of contact and relationship manager for… more
- Creative Financial Staffing (New York, NY)
- …a portfolio of clients, including but not limited to corporations, partnerships, and high - net - worth individuals. Conduct thorough tax research and analysis, ... Manager: Provide leadership and guidance to a team of tax professionals, ensuring high -quality and timely delivery of tax services. Manage and oversee tax compliance… more
- Creative Financial Staffing (New York, NY)
- …of closely held companies, family-owned businesses, not-for-profit entities, government, and high - net - worth individuals. They are dedicated to providing ... the appropriate team members to execute the work. Builds relationships across industry service groups to ensure client service excellence through an integrated… more
- Creative Financial Staffing (Denver, CO)
- …in Cherry Creek, dedicated to managing the financial affairs and investments of a high - net - worth family. We pride ourselves on offering personalized and ... multiple entities.* Limited written and verbal communication with various service providers.* Manage fixed asset binders.Qualifications for Staff Accountant:To… more
- Creative Financial Staffing (Mountain View, CA)
- Tax Manager - High Net Worth Clients! As Tax Manager you'll use your tax knowledge by applying your technical skills to assigned projects under direct ... knowledge concerning investments and financial & estate planning. Skills: Client service orientation combined with creative problem solving skills, strong analytical… more
- CohnReznick LLP (Jupiter, FL)
- …bank and general ledger reconciliations Contacting outside parties on behalf of high - net - worth clients Preparing personalized financials, cash flow ... Must be proficient in Excel and QuickBooks Strong communication and customer service skills Excellent organizational skills with a strong attention to detailStudies… more
- M&T Bank (Los Angeles, CA)
- …+ Create and drive a client-centric service environment, including developing and maintaining a High Net Worth (HNW) and Ultra- High Net ... **Overview:** Manages and leads a client service team who participates in the servicing of...and develops the team to deliver on the Client Service Value Proposition and ensure Client Service … more
- HUB International (Fort Myers, 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
- Guardian Life (Bethlehem, PA)
- …Wholesaler is an integral part of Park Avenue Securities (PAS). Reporting to the Senior High Net Worth Consultant, this person will be responsible for ... growing sales of Park Avenue Securities High Net Worth solutions by...retirement plan with a company match, plus an annual age/ service -based Company contribution and an annual profit-sharing contribution, if… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups Department: Tax Location: Downtown Austin, TX and/or Round Rock, TX Remote Eligible: All US states ... do what's best for them, while providing exceptional client service + Cultivating an environment that allows our people...+ Experience providing tax consulting and compliance services to high net - worth individuals and families… more
- World Insurance Associates, LLC. (Iselin, NJ)
- *Candidates with experience with High Net Worth clients / Private Client encouraged to apply. Summary World Insurance Associates is a unique insurance ... Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service , and...work experience, preferred + 3-7 years minimum Personal Lines High Net Worth Account Management… more
