• Private Banking Service Specialist II

    Huntington National Bank (Chicago, IL)
    …Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high - net worth clients. The Service ... with one or more Wealth Advisors to support the sales process and deliver exceptional service to high - net worth clients. The Service Specialist II is… more
    Huntington National Bank (02/08/24)
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  • Associate, Retail & High Net

    RXR Management Holdings LLC (New York, NY)
    …capital invested by RXR and its partners, as well as leverage. The Associate, Retail and High Net Worth Investor Relations will play a significant role in ... developing, managing, and maintaining high net worth investor and...may be considered as applicable (eg location, years of service , specialty, education, relevant experience). #LI-LM #INDEED RXR is… more
    RXR Management Holdings LLC (03/07/24)
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  • Business Development - High Net

    Guardian Life (Holmdel, NJ)
    …an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park Avenue ... Securities (PAS). Reporting to the Senior High Net Worth Consultant, this...retirement plan with a company match, plus an annual age/ service -based Company contribution and an annual profit-sharing contribution, if… more
    Guardian Life (02/22/24)
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  • Personal Lines High Net Worth

    HUB International (Tallahassee, FL)
    As a HUB Personal Lines High Net Worth Producer, you will prospect for business based on your local networks, connections, and communities and focus to ... develop client and referral opportunities in our High Net Worth - Private...You will be the cornerstone of our superior customer service and will be charged with ensuring client satisfaction.… more
    HUB International (01/16/24)
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  • Tax Manager - High Net Worth

    Maxwell Locke & Ritter (TX)
    Tax Manager - High Net Worth Individuals & Family Groups Department: Tax Location: Downtown Austin, TX and/or Round Rock, TX Remote Eligible: All US states ... do what's best for them, while providing exceptional client service + Cultivating an environment that allows our people...+ Experience providing tax consulting and compliance services to high net - worth individuals and families… more
    Maxwell Locke & Ritter (01/20/24)
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  • Personal Lines Account Manager - High

    World Insurance Associates, LLC. (Iselin, NJ)
    *Candidates with experience with High Net Worth clients / Private Client encouraged to apply. Summary World Insurance Associates is a unique insurance ... Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service , and...work experience, preferred + 3-7 years minimum Personal Lines High Net Worth Account Management… more
    World Insurance Associates, LLC. (03/13/24)
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  • Personal Lines High Net Worth

    Truist (Greenville, SC)
    …Certification in field of endeavor 3. Experience with Excess and Surplus lines 4. High Net Worth coastal experience **General Description of Available ... by phone, email and in person. 2.Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem solving, upon… more
    Truist (03/06/24)
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  • VP High Net Worth , Investor…

    Bell Partners (Alexandria, VA)
    …Bell HNW relationships, as well as market Bell Partners funds to potential high - net - worth individuals, family offices and wealth management advisors. ... and individuals + Ability to travel extensively (25-40%) + Service -oriented and pro-active, with good interpersonal skills and a...with existing clients and prospects + Detail-oriented, with a high level of accuracy and a commitment to meeting… more
    Bell Partners (02/28/24)
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  • Senior Manager/Director Tax - High

    Wipfli LLP (Sterling, IL)
    …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on… more
    Wipfli LLP (01/25/24)
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  • High Net Worth

    Insight Global (Seattle, WA)
    …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
    Insight Global (03/05/24)
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  • Tax Manager - High Net Worth

    Wipfli LLP (Sterling, IL)
    …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... Tax Manager is responsible for clients receiving proactive communication and timely service + Perform detailed reviews of tax work papers and provision calculations… more
    Wipfli LLP (01/25/24)
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  • Private Bank Senior Associate

    Bank of America (Ponte Vedra Beach, FL)
    …+ Minimum of 4-5 years' experience with a financial institution focusing on high net worth client service and sales + Ability to successfully complete ... clients. PBSAs monitor and execute all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Leveraging experience and… more
    Bank of America (03/20/24)
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  • Personal Lines Sales Producer ( High

    WTW (Dallas, TX)
    …+ Identify and close potential cross-sell opportunities Client Management: + Maintain consistent / high quality touch points by phone and face to face with clients + ... the performance review of team members + Provide timely / quality feedback to service team members; assist team members in acquiring new skills + Help to identify… more
    WTW (02/08/24)
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  • High Net Worth Insurance…

    Truist (Mclean, 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
    Truist (01/17/24)
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  • Senior Accountant, Tax - High Net

    Wipfli LLP (Bedford, NH)
    …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
    Wipfli LLP (01/18/24)
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  • Senior Accountant, Tax - High Net

    Wipfli LLP (Loveland, CO)
    …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
    Wipfli LLP (01/18/24)
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  • Trust Senior Associate

    Bank of America (Atlanta, GA)
    …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 (03/22/24)
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  • Portfolio Management Senior Associate

    Bank of America (Dallas, TX)
    …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...with Client Teams and partner to deliver an integrated service to the client and identify and resolve issues… more
    Bank of America (03/26/24)
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  • Private Bank Senior Associate Lead (Pbsal)

    Bank of America (Forest Hills, NY)
    …Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales + Ability to successfully complete ... us! **Job Description** **:** + Manage execution of client service activities in coordination with Client Team and provide...and serve as a "triage" point for specialists and service centers + Manage workflow across generalist and specialist… more
    Bank of America (03/26/24)
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  • Trust Senior Associate (TSA)

    Bank of America (Houston, TX)
    …of 4-5 years of experience with a financial institution focusing on high net worth client service preferred + Ability to successfully complete assessment ... Equitable Adjustments and 65 Day Elections + Account Pay Service Provider + Generation Skipping Tax - Processing +...with Client Teams and partner to deliver an integrated service to the client and identify and resolve issues… more
    Bank of America (03/22/24)
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