- Insight Global (Glen Allen, VA)
- …clients. They will also help find solutions for any complex problems that these Hight Net Worth clients with 250K+ assets are dealing with. Overall, they will be ... creating high customer loyalty and provide great customer support!" We...factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic… more
- Truist (Fairfax, VA)
- …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
- Bank of America (Norfolk, VA)
- …Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales + Ability to successfully complete ... opportunities from existing books of business and assist other service associates as needed. **Job Description:** + In addition...Equitable Adjustments and 65 Day Tax + Account Pay Service Provider + Generation Skipping Tax - Processing +… more
- Cherry Bekaert (Tysons Corner, VA)
- …to partnerships, owners, families, family businesses, as well as high net worth individuals. Ability to service Real Estate ... (https://www.cbh.com/services/advisory/government-contracting-consulting-services/) clients is a plus. You'll use your client service team leadership skills, acting as a role model,… more
- Bank of America (Roanoke, VA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners… more
- Citizens (Arlington, VA)
- …The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners(R), ... Private Client Relationship Manager, you will engage directly with our affluent and high - net - worth clients to exceed their expectations by thinking long… more
- Bank of America (Leesburg, VA)
- …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
- Grant Thornton LLP (Arlington, VA)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day...+ Providing tax planning and consulting to our firm's high net worth clients for… more
- Bank of America (Newport News, VA)
- …Advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... across the business to increase opportunities for affluent and high net worth client acquisition...clients. **Desired skills:** * Experience working in the financial service industry and/or a sales environment where goals were… more
- Morgan Stanley (Williamsburg, VA)
- …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 (Mclean, VA)
- …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
- Cherry Bekaert (Tysons Corner, VA)
- …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
- Cherry Bekaert (Tysons Corner, VA)
- …talented firm culture. + Solve problems! + Build and service our partnerships and high net - worth individuals with estate, gift and trust tax planning and ... Seniors, and Managers in a fast-paced, dynamic environment + Demonstrate superior client service skills **What you need for this role:** + Bachelor's degree in… more
- Audi (Reston, VA)
- …and strategic planning skills Communication skills and great capability to interact directly with high net worth individuals Computer savvy and ability to ... and Technology Application Programs, (4) Training Initiatives, (5) Financial Service Program Development, (6) Financial Statement/ Composite Development etc. Drive… more
- Citigroup (Falls Church, VA)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… more
- M&T Bank (Fairfax, VA)
- …position delivers individualized needs-based investment and insurance solutions to clients, primarily in the high net worth segment of $1 - $3mm in ... through ongoing account reviews and re-evaluation of customer needs *Deliver a high -quality customer service experience during each customer interaction through… more
- Cherry Bekaert (Tysons Corner, VA)
- …of complex individual and partnership returns + Build and serving our partnerships and high net - worth individuals with estate, gift and trust tax planning ... staff and seniors in a fast-paced, dynamic environment + Demonstrate superior client service skills **What you bring to the role:** + Bachelor's degree in… more
- Morgan Stanley (Charlottesville, VA)
- …*DUT**I**E**S and RESPONSIBILITIES:* * * *P**r**oduction-related:* . Build a client base of high net worth households by prospecting and developing new ... also include maintaining a superior and consistent level of client service , developing cohesive teams, providing consistent leadership, and assuming accountability… more