- Wipfli LLP (Clayton, MO)
- …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 (Clayton, MO)
- …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
- Bank of America (Chesterfield, MO)
- …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
- Commerce Bank (St. Louis, MO)
- …Maintain a client centric focus and desire to exceed client expectations + Manage high net worth clients and their families and multigenerational ... experience. The PCA book of business is represented by high - net worth clients and their...and experience required + 5+ years of experience providing high level client service in a similar… more
- Charles Schwab (St. Louis, MO)
- …partners and financial planners as you maintain and grow an assigned practice of high - net - worth clients You will have tools, resources, and support to ... professional development **What you have** We place a premium on high performance, quality service and the ability to execute the SWAI strategy. Essential skills… more
- KPMG (St. Louis, MO)
- …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
- Citigroup (O'Fallon, MO)
- …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