- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. Following...and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners… more
- Charles Schwab (Westlake, TX)
- …as a Tax, Trust, and Estate attorney strongly preferred. + Extensive experience advising high net worth clients. + Shown experience in discovering unstated ... mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team...provide detailed, highly sophisticated advice to entrepreneurs and other high - net - worth individuals with sophisticated financial… more
- Edward Jones (Dallas, TX)
- …has developed a new wealth management offering tailored to meet the unique needs of high - net - worth (HNW) clients and we need your help launching this new ... services, and ongoing reporting and support. The Client Concierge Specialist will play a critical role in helping serve...will play a critical role in helping serve our high - net - worth clients. This role works… more
- Coinbase (Austin, TX)
- …* 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
- Wells Fargo (Austin, TX)
- …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
- Charles Schwab (Westlake, TX)
- …industry working directly with clients **Preferred Qualifications:** + Experience servicing high - net - worth clients + General understanding of brokerage ... on site in the specified location._ As a Sr. Specialist , Service Associate in our Centralized Service & Operations...the opportunity for you. We place a premium on high performance, quality service and the ability to contribute… more
- Volvo Group (Houston, TX)
- 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
- AIG (Houston, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague - empowering our people to grow as insurance professionals and add more… more
- Volvo Group (Houston, TX)
- …Plainfield, NJ, US, 07080Secaucus, NJ, US, 07094Mira Loma, CA, US, 91752Fort Worth , TX, US, 76155Goodlettsville, TN, US, 37072 Position Type: Professional Transport ... Planfield, Secaucus), Tennessee (Goodlettsville), Florida (Jacksonville, Orlando), Texas (Fort Worth , Houston), California (Mira Loma, San Francisco), Illinois (Chicago,… more
- Deloitte (Fort Worth, TX)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... (GPHR) + Certified Equity Professional (CEP) + Certified Employee Benefits Specialist (CEBS) + Certified Pension Consultant (CPC) + Certified Payroll Professional… more