• Bilingual Customer Service Sr Analyst

    Citigroup (Miami, FL)
    …focus is to ensure that effective client service is provided to our ultra high net worth clientele. They utilize the client relationships they build to ... to establish relationships and partner effectively with various groups including sales, service , operations, compliance, and marketing + High level of integrity… more
    Citigroup (07/18/25)
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  • Senior Estate Settlement Officer

    Fifth Third Bank, NA (Boca Raton, FL)
    …Engagement & Relationship Management: + Serve as primary fiduciary contact for high - net - worth beneficiaries, family offices, attorneys, and tax ... advisory roles. + Proven experience managing complex estates and high - net - worth client relationships. REQUIRED SKILLS:...of skills including, but not limited to: + Client Service Excellence: Ability to deliver high -touch … more
    Fifth Third Bank, NA (09/26/25)
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  • Private Client Specialist I - Greenville, SC

    TD Bank (West Palm Beach, FL)
    …clients in the high - net - worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the ... Investment Advisors) and provide consistent and accurate administrative, analytical, and service support. **Depth and Scope:** + Demonstrates a commitment to being… more
    TD Bank (10/02/25)
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  • Senior Trust Associate - Senior Fiduciary…

    Wells Fargo (Palm Beach, FL)
    …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... payments, account openings and closings, and asset transfers. + Demonstrate a high level of organizational skills, including time and priority management. + Deliver… more
    Wells Fargo (09/20/25)
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  • US Prv Banker I Safe Act

    BMO Financial Group (West Palm Beach, FL)
    …diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth ... Provides a superior level of customer service and portfolio management in lending services for...both internal and external. + Performs client sales & service support activities as required to meet client needs… more
    BMO Financial Group (09/22/25)
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  • JPMorgan Private Client Relationship Manager

    JPMorgan Chase (Miami, FL)
    …minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + ... Are you passionate about building and maintaining high - net - worth client relationships across...responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing… more
    JPMorgan Chase (08/09/25)
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  • Internal Banking Consultant - RJ Bank

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …and methods for promoting and educating on securities based lending, margin, mortgages, high net worth structured lending products. + Credit products ... including residential mortgage products, securities based loans, margin, and high net worth structured lending...BC, Financial Advisors, associates and clients. + Providing a high level of client service in the… more
    Raymond James Financial, Inc. (09/27/25)
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  • Private Wealth Consultant

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …+ Serve as an educational and technical resource to manage the complexities of ultra- high net worth families needs, including estate and legacy planning; ... and react well to deadline pressure. + Provide a high level of customer service and commitment...to deliver consultative services to advisors and their ultra high net worth clients. +… more
    Raymond James Financial, Inc. (08/26/25)
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  • Senior Trusts & Estates Attorney

    Williams Parker (Sarasota, FL)
    …with 5+ years of private practice experience who are passionate about working with high - net - worth clients and their families on sophisticated estate planning ... and return preparation. Candidates should be comfortable handling sophisticated matters for high - net - worth clients and capable of stepping into partner-level… more
    Williams Parker (08/21/25)
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  • PWM Private Wealth Advisor

    US Bank (Sarasota, FL)
    …Day One. **Job Description** Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, ... more years of experience in high and ultra- high net worth client wealth...- Ability to partner with colleagues to identify and service unique clients' needs - Well-developed analytical and problem-solving… more
    US Bank (09/26/25)
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