- JPMorgan Chase (San Diego County, CA)
- …Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth ... best meet the objectives of each client. The Client Specialist provides high level advice and counsel,...you will focus on addressing the wealth needs of High Net Worth and Ultra… more
- Wells Fargo (San Francisco, CA)
- …tax provisions + JD, LLM, CFP or CTFA designations + Experience working with UHNW (Ultra High Net Worth ) clients that have investable assets of $10MM **Job ... access to Wells Fargo Bank products and services to high - net - worth and ultra- high -...Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working at Wells Fargo |… more
- JPMorgan Chase (Los Angeles, CA)
- …management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. ... a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market… more
- Citizens (Newport Beach, CA)
- …and owner occupied lending underwriting and loan processes + Demonstrated success working in high net worth , non-traditional loans and underwriting + Strong ... focusing on each client's unique circumstances. The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary… more
- JPMorgan Chase (Los Angeles, CA)
- …working with individuals and families ranging from affluent to high - and ultra- high net worth . The successful individual should approach clients with ... investing, financial advisory at a broker-dealer, RIA and/or a private bank, affluent/ high - net - worth solutions, and retirement strategies + Bachelor's degree… more
- Coinbase (Sacramento, CA)
- …* Work experience in customer support roles focused on Institutional Client Services or High Net Worth Individuals (HNWIs). * Industry experience within ... alignment. Attendance is expected and fully supported. As a Specialist , Prime Client Services you'll join a high... Specialist , Prime Client Services you'll join a high performing team of client servicing professionals whose performance… more
- EverBank (Corona Del Mar, CA)
- **Banking Specialist Sr** The Banking Specialist Senior...wide range of customer types with a focus on high - net - worth clients and prospects and ... EverBank, NA (together, the "Company") is a nationwide specialty bank providing high -value products and services to consumer and commercial clients nationwide. As a… more
- Wells Fargo (Long Beach, CA)
- …in the Consumer Bank and the Wells Fargo Private Bank, our elevated experience for high - and ultra- high - net - worth individuals and families. WIM is also ... Wells Fargo is seeking a Senior Lead Business Accountability Specialist with legal and tax experience to focus on...Proficient with Microsoft365 applications + Strong analytical skills with high attention to detail and accuracy + Self-starter with… more
- AIG (San Francisco, CA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... customers to manage risk. Join us as an Underwriting Specialist , Environmental Casualty to play your part in that...customers and AIG.How you will create an impactThe Underwriting Specialist will handle accounts/clients that are most complex and… more
- Volvo Group (Mira Loma, CA)
- Parts Support Specialist Location: Greensboro, NC, US, 27409Houston, TX, US, 77066Mira Loma, CA, US, 91752Fort Worth , TX, US, 76155S. Plainfield, NJ, US, 07080 ... standards. + Supports the management of consignment parts inventory while ensuring high turnover of these parts. + Collects all relevant information from customers… more