- Fidelity TalentSource LLC (Minneapolis, MN)
- … Net Worth RepresentativeWe have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Minneapolis 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 (Oakdale, MN)
- …for your clientsYou are professional with a polished communication style compatible with high net worth clientele The\u00A0Value\u00A0You DeliverYou are key ... and productsStrong social skills and the ability to deliver highly personalized service to each clientThrive in a compliance driven, dynamic, and deadline driven… more
- Wipfli LLP (Minneapolis, MN)
- …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
- Bank of America (St. Paul, MN)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... across the business to increase opportunities for affluent and high net worth client acquisition...+ Has two years' experience working in the financial service industry and/or a sales environment where goals were… more
- Morgan Stanley (Stillwater, MN)
- …Branch Manager. DUT IES and RESPONSIBILITIES: Pr oduction-Related . Build a client base of high net worth households by prospecting and developing new client ... of the Branch. . Drives corporate marketing initiatives to help increase market share in High Net Worth households. Te am Building . Builds an effective… more
- KPMG (Minneapolis, MN)
- …with that list + Proven experience with pass-through entities, partnerships, corporations and high net - worth individuals and families + Experience managing ... client relationships + Advise clients and be accountable for delivering high quality tax service and advice + Manage risk and financial performance of… more
- US Bank (Minneapolis, MN)
- …+ 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
- M&T Bank (Minneapolis, MN)
- …limited aspects of Global Capital Markets trust or entity administration and servicing of high net - worth private and institutional clients. May serve as ... requests in a timely manner. + Manage relationships with internal and external service partners; assess issues requiring immediate attention in a timely manner and… more
