- Maxwell Locke & Ritter (Austin, 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
- Gelfand Rennert & Feldman (Austin, TX)
- … business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 ... + 4+ years of experience in full-charge accounting and bookkeeping for high net - worth individuals, preferably within entertainment business management… more
- 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
- Bank of America (San Antonio, 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 (Southlake, TX)
- …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
- Cherry Bekaert (Austin, TX)
- …to partnerships, owners, families, family businesses, as well as high net worth individuals. Ability to service Private Equity ... (https://www.cbh.com/industries/private-equity/) clients is a plus. You'll use your client service team leadership skills, acting as a role model, to provide… more
- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... Responsible for developing and deepening client relationships through needs-based, high -level client service and through delivery of...a broad range of wealth products and services to high net worth individuals. Essential… more
- KPMG (Dallas, TX)
- …- worth individuals and Family Offices + Serve as the trusted advisor to ultra- high net worth families on matters relating to current and forward-looking ... Responsibilities: + Advise clients and be accountable for delivering high quality tax service and advice and...growing KPMG's private client tax practice, which focuses on ultra- high net - worth individual, trust and… more
- City National Bank (Dallas, TX)
- …Advisors and CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these professional advisors to the ... CNR Private Investment Counseling Service including the CNR portfolio analysis and proposal process...contact with targeted FAs and CPAs to use CNR's High Net Worth services using… more
- Bank of America (Dallas, TX)
- …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
- Volvo Group (Houston, TX)
- Service Technician - Prevost/Volvo Buses Location: Houston, TX, US, 77066S. Plainfield, NJ, US, 07080Secaucus, NJ, US, 07094Fort Worth , TX, US, 76155Mira Loma, ... Planfield, Secaucus), Tennessee (Goodlettsville), Florida (Jacksonville, Orlando), Texas (Fort Worth , Houston), California (Mira Loma, San Francisco), Illinois (Chicago,… more
- Volvo Group (Houston, TX)
- …+ Be proficient in electronic media and laptop use **Mobile Heavy Duty Diesel Service Technician Education & Experience** + High School Diploma or GED required ... Mobile Service Technician Location: Houston, TX, US, 77066Goodlettsville, TN,...TX, US, 77066Goodlettsville, TN, US, 37072Secaucus, NJ, US, 07094Fort Worth , TX, US, 76155S. Plainfield, NJ, US, 07080Mira Loma,… more
- Charles Schwab (Westlake, TX)
- …industry working directly with clients **Preferred Qualifications:** + Experience servicing high - net - worth clients + General understanding of brokerage ... opportunity for you. **What you have** We place a premium on high performance, quality service and the ability to contribute to the Schwab Wealth Advisory… more
- HUB International (Dallas, TX)
- …Responsibilities** As a HUB Insurance Sales Producer, you will prospect for Affluent and High Net Worth clients based on your local networks, connections, ... needs. We are a company dedicated to superior customer service with employees committed to adding value to every...self-starter who is able to sell and develop strong High Net Worth relationships. We… more
- Bank of America (Frisco, TX)
- …+ A minimum of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra- high net ... technical knowledge of investments, tax, legal and operations necessary to service clients. + Knowledge of fiduciary standards, principles and applicable laws… more
- Holcim US (Fort Worth, TX)
- Diesel Mechanic Requisition ID: 5894 Location: Fort Worth , TX, US, 76108 Pay Type: Hourly Travel Requirement: <10% **ARE YOU READY TO BUILD PROGRESS WITH US?** ... the core of its strategy Holcim is becoming a net zero company, with its people and communities at...automotive equipment, mechanical equipment, and machinery for our Dallas/Ft Worth Ready Mix Division. **WHAT YOU'LL BE DOING** As… more
- Transportation Security Administration (Fort Worth, TX)
- …courteous and professional manner. Their duties may also extend to securing high -profile events, important figures and/or anything that includes or impacts our ... more information. Salary Information: The salary range for Fort Worth , TX (DFW - Dallas/Fort Worth International...minimum age (18) at the time of application. Selective Service registration is required. Must pass a structured interview,… more
- KPMG (Fort Worth, TX)
- …with that list + Proven experience with pass-through entities, partnerships, corporations and high net - worth individuals and families + Experience managing ... Tax Services **Area of Interest:** **State:** TX **City:** Fort Worth **Description:** At KPMG, you can become an integral...relationships + Advise clients and be accountable for delivering high quality tax service and advice +… more
- KPMG (Fort Worth, TX)
- …law and documentation standards + Strong technical skills in the following areas: High Net - Worth Individuals, Partnership and Multi-State Taxation Theory + ... Support Services **Area of Interest:** **State:** TX **City:** Fort Worth **Description:** Known for being a great place to...a manner client can understand + Ability to manage high volume client load with minimum supervision in addition… more
- Volvo Group (Fort Worth, TX)
- Parts Manager Location: Fort Worth , TX, US, 76155 Position Type: Professional Transport is at the core of modern society. Imagine using your expertise to shape ... strive to improve work and operational processes while focusing on customer service . **Tasks** + Establish priorities, measure efficacy, and where needed, develop… more