- Fidelity TalentSource LLC (Atlanta, GA)
- … Net Worth RepresentativeWe have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Atlanta Metro ... support our clients remotely. The\u00A0Purpose\u00A0of Your Role As a High Net Worth Representative, you...of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will… more
- Fidelity TalentSource LLC (Atlanta, GA)
- …professional with a proven track record of success in the Family Office and High Net Worth marketplace. Primary Responsibilities Manage the entire sales ... effective, provide objective guidance and, most importantly, deliver outstanding service . Our focus is to support the needs of...years of industry experience with a concentration in ultra high net worth sales. Series… more
- Truist (Atlanta, GA)
- …plans and strategies and ensure teams are providing excellent client service . Maintain positive relationships with all key stakeholders assuring client retention ... coverage terms and pricing for the client. 3. Customer Service : a. Deliver timely advice and professional counsel, and...Deliver timely advice and professional counsel, and ensure marketing, service and claims teams are meeting the client's needs.… more
- Wipfli LLP (Atlanta, GA)
- …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
- Truist (Atlanta, GA)
- …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 (Atlanta, GA)
- …- worth individuals and Family Offices + Serve as the trusted advisor to ultra- high net worth families on matters relating to current and forward-looking ... Responsibilities: + Advise clients and be accountable for delivering high quality tax service and advice and...growing KPMG's private client tax practice, which focuses on ultra- high net - worth individual, trust and… more
- Bank of America (Alpharetta, GA)
- …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 (Atlanta, GA)
- …the power to make a difference. Join us! **Job Summary:** Works with complex High Net Worth Investors to create customized investment strategies. Responsible ... investment decision making and financial consulting experience working with high net worth clients and...knowledge of investments, tax, legal and operations necessary to service clients. + Knowledge of fiduciary standards, principles and… more
- Truist (Atlanta, GA)
- …advises on managing investment portfolios, delivering tailored credit, banking and insurance solutions to affluent, high net worth and ultra- high net ... SEG Sales, the SEG Wealth Advisor 1 leads the service team and business development effort to ensure consistent...management skills previously demonstrated in wealth management in the high net worth marketplace *… more
- Truist (Atlanta, GA)
- …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
- Cherry Bekaert (Atlanta, GA)
- …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
- BlackRock (Atlanta, GA)
- …+ Familiarity with multi-factor risk models + Prior work experience in a high - net - worth environment + Background in client-facing functions + Experience ... collaborative team whose exceptional people are focused on providing extraordinary client service . If you are looking for an opportunity to grow and contribute… more
- BMO Financial Group (Atlanta, GA)
- …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
- AIG (Atlanta, GA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... + As a senior member of the team, you will set a high standard of customer service to brokers and clients - providing an example for junior colleagues to… more
- AIG (Atlanta, GA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... essential to build effective relationships with brokers and to deliver a high standard of customer service as an example for the team to follow. + People… more
- AIG (Atlanta, GA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... be essential to build effective relationships with brokers and deliver a high standard of customer service as an example for the team to follow. + People… more
- SitusAMC (Atlanta, GA)
- …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
- Truist (Atlanta, GA)
- …client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9. Has ... to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects. 3. Proactively originate new business… more
- Truist (Atlanta, GA)
- …of Wealth, Legal Specialty or Medical Specialty Group advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet ... client interaction 10. Continually render extraordinarily responsive and personal service to Wealth clients QUALIFICATIONS Required Qualifications: The requirements… more