- Coinbase (Tallahassee, FL)
- …* Work experience in customer support roles focused on Institutional Client Services or High Net Worth Individuals (HNWIs). * Industry experience within ... who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to...As a Specialist, Prime Client Services you'll join a high performing team of client servicing professionals whose performance… more
- Citigroup (Miami, FL)
- …Their focus is to ensure that effective client service is provided to our ultra high net worth clientele. They utilize the client relationships they build ... expectations. + Actively supports a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary, capital markets and investment services… more
- Wells Fargo (St. Petersburg, FL)
- …prospecting and generating referrals + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position ... in soliciting residential mortgages from various sources + Produce high quality jumbo loans which are compliant and provide...and other non-traditional sources + Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …Advisors. + Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects. + ... effectively, both orally and in writing. + Provide a high level of service. + Establish and maintain effective...effectively, both orally and in writing. + Provide a high level of service. + Establish and maintain effective… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Serve as the escalation point for complex cases involving trust structures, high - net - worth individuals, and cross-border transactions + Implement training ... to senior leadership, acting as both guardian and guide in a high -stakes financial environment. **Key Responsibilities** + Lead development and execution of the… more
- JPMorgan Chase (Palm Beach Gardens, FL)
- …where you'll be at the heart of delivering exceptional wealth management services to ultra- high net worth clients. Join our dynamic and growing team ... of client service and make your mark by delivering high -quality support and innovative financial solutions. As a Client...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Coinbase (Tallahassee, FL)
- …a client portfolio including, but not limited to, institutional clients, high - net - worth individuals, advanced/sophisticated individual investors and traders. ... mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want… more
- US Bank (Sarasota, FL)
- …- Eight or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** - Requires established network ... the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.** more
- US Bank (Naples, FL)
- …work experience - 10 or more years of experience in high and ultra- high net worth client wealth management activities **Preferred Skills/Experience** - ... the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.** more
- Citigroup (Boca Raton, FL)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more