- Fidelity TalentSource LLC (Phoenix, AZ)
- … Net Worth RepresentativeWe have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Phoenix 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
- Bankers Trust (Phoenix, AZ)
- …cultivate pipeline of new client opportunities . Oversees a select book of developed High Net Worth customer relationships . Continually monitors and ... Apply Now (https://phh.tbe.taleo. net /phh03/ats/careers/v2/applyRequisition?org=BANKERSTRUST&cws=37&rid=1627) Job Brief Work with high - net worth investors, and ultra-… more
- Bank of America (Gilbert, AZ)
- …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 (Chandler, AZ)
- …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 Jacksonville, Florida;Chandler, Arizona **Job Description:** At Bank of America, we… more
- Bank of America (Phoenix, AZ)
- …and governance + Expertise in advanced high -tension multiparty facilitation with ultra- high - net - worth (UHNW) individuals and families + Experience and ... experience in multiparty facilitation, which may be applied to high -tension scenarios, as well as a proven track record...10 years of professional experience with UHNW families ($50MM+ net worth ), focused on family meeting facilitation,… more
- KPMG (Tempe, AZ)
- …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
- Morgan Stanley (Tempe, AZ)
- …. 3 years portfolio accounting or investment reporting experience serving institutional and ultra- high net worth clients . Firm understanding of portfolio ... business unit within Corporate & Institutional Solutions, is an integrated client service solution for institutional and family office clients. IIS supports clients… more
- BMO Financial Group (Tempe, AZ)
- …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
- Gavin de Becker & Associates (Phoenix, AZ)
- …+ 3+ years of experience conducting close protection/executive protection operations for high - net - worth clients/at-risk clients. Experience working in one of ... will have these attributes: + Wish to be of service and protect others + Excellent health and fitness,...pass a pre-employment background investigation + Commitment to maintaining high level of attentiveness and energy Note: We are… more
- Zions Bancorporation (Phoenix, AZ)
- …successful candidate will have extensive knowledge of managing high - net worth client relationships. This crucial role will service a portfolio of ... build, and maintain client relationships, providing the highest level of customer service . + Prepare reports on loans, including information such as past dues,… more
- Moss Adams LLP (Phoenix, AZ)
- …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
