- The Calendar Group (Miami, FL)
- A high - net - worth individual is seeking a highly professional, discreet, and experienced Private Chauffeur with a strong background in security. The ideal ... the South Florida area and real-time traffic apps + High level of discretion, professionalism, and service -oriented...+ High level of discretion, professionalism, and service -oriented mindset + Must pass a comprehensive background check… 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 risk identification and mitigation, especially tailored to banking and fiduciary service operations. You will serve as a trusted advisor to senior leadership,… more
- Wounded Warrior Project (Jacksonville, FL)
- …donors and new prospects. The Major Gifts Specialist identifies, cultivates, and solicits high net worth individuals through ongoing personal contact with ... of military service organizations (MSOs) and veteran service organizations (VSOs). + High energy level....(MSOs) and veteran service organizations (VSOs). + High energy level. Self-starter; willing to take initiative. +… more
- JPMorgan Chase (Palm Beach Gardens, FL)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service ... establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- PennyMac (Tampa, FL)
- …level items and document system of record with actions taken + Manage high volume, high net worth , complex client accounts + Review pipeline of all loans ... and creative engagement with fulfillment functions to meet all service level agreements. As the Pipeline Accounts Manager ,...and escalate to management as appropriate + Manage individual service level agreements and turn times on all loans… 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 ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… more
- Citigroup (Plantation, FL)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… more
- Anywhere Real Estate (Palm Beach, FL)
- …your moment. What You'll Do: - Be the face of a world-class development, guiding high - net - worth clients through a refined, high -touch sales experience. - ... as a sales agent in luxury new development and/or high -end brokerage. Experience selling new development is a strong...who is effective at closing sales and delivering white-glove service . - Technically competent, detail and deadline oriented, and… more
- SitusAMC (Miami Beach, FL)
- …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... superior execution on transactions + all stakeholders to maintain a high level of customer service and continuously strive to meet client objectives in the… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …problems for clients in industries such as manufacturing, real estate, professional services, and high net worth individuals + Manage engagements and provide ... Lead Tax Staff and Seniors in a dynamic environment + Demonstrate superior client service skills **What you bring to the role:** + Bachelor's degree in Accounting,… more
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