- 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 ... ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by… 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 ... systems, workflows, and compliance protocols + Contribute to client service initiatives and help resolve inquiries with professionalism **Required Qualifications**… more
- CIBC (Houston, TX)
- …Development Officer (BDO), you are responsible for the creation of new business with high net worth individuals, family offices, endowments and foundations. ... solutions through appropriate business development activities. This includes establishing a high and positive profile within the market. + Manage select client… more
- JPMorgan Chase (Dallas, TX)
- …Commercial Banking, Consumer and Community Banking. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive ... the firm's fiduciary duties and to provide superior client service . + Ability to partner with client's other advisors...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… 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 ... + As a senior member of the team, you will set a high standard of customer service to brokers and clients - providing an example for junior colleagues to… more
- SitusAMC (Dallas, TX)
- …tests regarding debt service coverage ratio, debt yield, loan-to-value, and guarantor net worth hurdles. + Support asset management team in their daily ... Team and Servicing team to deliver accurate, timely and consistently high -quality services. Candidates should possess strong analytical skills, advanced Excel skills… more
- M&T Bank (Dallas, TX)
- …limited aspects of Global Capital Markets trust or entity administration and servicing of high net - worth private and institutional clients. May serve as ... requests in a timely manner. + Manage relationships with internal and external service partners; assess issues requiring immediate attention in a timely manner and… more
- Truist (Houston, TX)
- …client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9. Has ... to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects. 3. Proactively originate new business… more
- Bank of America (Houston, TX)
- …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… 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 ... requests; resolving complaints & maintaining data quality in systems. Consistently meet service levels and performance targets in terms of volume, accuracy and… more
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