• AVP, Bilingual Customer Service Sr Analyst…

    Citigroup (Miami, FL)
    …Their focus is to ensure that effective client service is provided to our ultra high net worth clientele. They utilize the client relationships they build ... expectations. + Actively supports a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary, capital markets and investment services… more
    Citigroup (07/18/25)
    - Related Jobs

  • Fiduciary Operations UHNW Analyst

    Truist (Jupiter, FL)
    …or equivalent education and related experience. 2. Minimum 5 years of experience in high - net - worth , family office, or trust company operations. 3. Strong ... Florida. Perform, monitor, and reconcile basic operating functions within a high volume environment related to cash accounting, specialized asset accounting, fee… more
    Truist (07/02/25)
    - Related Jobs

  • Underwriter Manager

    PennyMac (Tampa, FL)
    …of FNMA/FHLMC, FHA, and VA program guidelines. + Experience analyzing financial statements for high net worth borrowers + A thorough understanding of cash ... flow methodology for complex tax returns including, but not limited to, partnerships, corporations, S-corporations, as well as, treatment of capital gains and trust… more
    PennyMac (08/07/25)
    - Related Jobs

  • Senior Wealth Support Specialist II ( Tampa, FL.)

    Truist (Tampa, FL)
    …client and advisor support to a team of Wealth Advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet the ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
    Truist (08/02/25)
    - Related Jobs

  • Legal Wealth Advisor II

    Truist (Miami, FL)
    …client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9. Has ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
    Truist (07/29/25)
    - Related Jobs

  • Wealth Support Specialist II

    Truist (Winter Park, FL)
    …client and advisor support to a team of Wealth Advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet the ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
    Truist (07/09/25)
    - Related Jobs