- Charles Schwab (Orlando, FL)
- …experience in the financial services industry **Preferred Qualifications** **:** + Experience servicing high net worth clients + Bachelor's Degree **In ... investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. As… 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** - ... acquire, and retain relationships. The PWA leads our team-based service model, ensures the delivery of our client experience,...Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of… more
- 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
- BMO Financial Group (Sarasota, FL)
- …the area and has years of experience in Wealth Management/Private Banking working with high net worth clients. Provides advisory-based sales and relationship ... stakeholders to build capability and drive business growth. + Meets high -quality service standards to maximize relationship retention and growth. + Develops… more
- University of Florida (FL)
- …focus on $1M+ commitments. + Assess and refine the portfolio by identifying new high - net - worth individuals and families with the capacity and affinity to ... UF's mission to be a premier institution for teaching, research, innovation, and service . The University of Florida recognizes both the value of telecommuting in… more
- Owens Realty Services (Orlando, FL)
- …Carolina and New York with a value of more than $8 billion in real estate net worth and $30 million in gross annual revenue. With over 1,000 industry ... #JT Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment, management, maintenance, housekeeping and environmental services… 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
- 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
- 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
- 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