• Partnership Taxation Senior Associate

    Grant Thornton (Dallas, TX)
    …in other tax technical areas to resolve issues + Experience in working with high - net - worth individuals, owners of closely held businesses, private companies ... tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day...we succeed. From day one, you'll be empowered by high quality tools and resources to thrive in your… more
    Grant Thornton (09/25/25)
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  • Private Mortgage Banker (Safe)

    Wells Fargo (Frisco, TX)
    …and generating referrals + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position requires ... will:** + Participate in soliciting residential mortgages from various sources + Produce high quality jumbo loans which are compliant and provide excellent customer … more
    Wells Fargo (09/12/25)
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  • Pipeline Account Manager II

    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 ... 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
    PennyMac (09/25/25)
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  • Investment Account Support Specialist Safe ACT,…

    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
    Citigroup (09/20/25)
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  • Banking Advisor III - PNC Private Bank

    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 ... of education, job specific certification(s), and experience (including military service ) may be considered. **Education** Bachelors **Certifications** No Required… more
    PNC (09/09/25)
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  • JP Morgan Advisors - Senior Client Associate

    JPMorgan Chase (Dallas, TX)
    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
    JPMorgan Chase (08/13/25)
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  • Institutional Sales Associate

    Coinbase (Austin, TX)
    …* 3+ years of experience managing a client portfolio including institutional clients, high - net - worth individuals, private banking clients, and clients from ... 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
    Coinbase (09/14/25)
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  • Director, CRE Loan Origination

    SitusAMC (Dallas, TX)
    …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
    SitusAMC (09/04/25)
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  • Associate or AVP - Portfolio Manager, Commercial…

    BMO Financial Group (Dallas, TX)
    …more frequent monitoring may be appropriate. + Understands borrower types typical in the high net worth market and their relation to collateral ownership, ... processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and...other internal stakeholders. + Maintains and promotes a customer service environment which meets and exceeds customer needs and… more
    BMO Financial Group (10/02/25)
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  • Account Manager - Data Center Sales Team - Remote

    Danfoss (Houston, TX)
    …of wallet, secure new opportunities to achieve sales growth targets and provide exceptional service as part of our Data Center Sales team. They should be able to ... customer. They also work closely with our Danfoss customer service , engineering and product teams to provide appropriate level...Data Center strategy with focus on identifying and closing net new wins + Develops and maintains broad relationships… more
    Danfoss (09/26/25)
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