- Coinbase (Austin, TX)
- …* 3+ years of experience managing a client portfolio including institutional clients, high - net - worth individuals, private banking clients, and clients from ... who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to...Collaborative spirit and ability to work effectively within a high -performing team. * Proficiency in G Suite and experience… more
- SitusAMC (Dallas, TX)
- …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... execution on transactions + all stakeholders to maintain a high level of customer service and continuously strive to...+ Proven track record of originating and closing a high volume of securitized CRE conduit loans + At… more
- AIG (Milano, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... to attract and retain top industry talent and develop high performing teams * Drive a culture that promotes...get the job done * Ability to develop a high performance organization. Proven leadership skills in developing vision… more
- PennyMac (Carrollton, TX)
- …level problem solving. The Pipeline Accounts Manager will : + Manage high volume, high net worth , complex client accounts and assist in capacity planning ... within assigned regions + Lead team to review all pipeline loans for invalid stipulations or identification of alternative solutions + Identify and resolve client issues/friction and escalate to department leadership as necessary + Oversee onboarding and… more
- PennyMac (Carrollton, TX)
- …level items and document system of record with actions taken + Manage high volume, high net worth , complex client accounts + Review pipeline of all loans ... within assigned client segment for invalid stipulations or identification of alternative solutions + Identify and resolve client issues/friction and escalate to management as appropriate + Manage individual service level agreements and turn times on all loans… more
- Citigroup (Irving, TX)
- …products and services across the different client segments, from affluent to ultra- high - net worth through Citigold/Citigold Private Clients, Wealth at ... + Bachelor's/University degree or equivalent experience This job description provides a high -level review of the types of work performed. Other job-related duties… more
- Insight Global (San Antonio, TX)
- … attention to detail and ability to manage multiple deadlines * Experience with high - net - worth individuals or closely held businesses * Exposure to tax ... planning, not just compliance * Interest in advisory, consulting, or cross-functional projects * Familiarity with workflow automation tools or data analytics * Demonstrated initiative in previous roles (eg, process improvements, leadership in small teams) more
- Wells Fargo (Austin, TX)
- …the **Trust Services** team offers personalized advice and fiduciary services to help high - net - worth individuals and families build, manage, preserve, and ... written, and interpersonal communication skills + Strong analytical skills with high attention to detail and accuracy + Involvement in extracurricular enrichment… more
- Citigroup (San Antonio, TX)
- …be responsible for handling end-to- end brokerage account servicing and trading requests for high - net - worth clients in a contact center setting for domestic ... customer experience. + Provide quarterly value-added engagement with clients - high touch, remote, consistent communication, etc. + Refer opportunities to segment… more
- PNC (Dallas, TX)
- …Introduces and sells, both inside and outside of the office, products and services to high - net - worth clients. Demonstrates a high degree of knowledge in ... identifying and selling solutions. + Builds relationships with internal and external customers through the utilization of appropriate tools or technologies. + Makes day-to-day decisions in executing AMG banking transactions to ensure quality and efficiency. +… more