- Coinbase (Lincoln, NE)
- …* 3+ years of experience managing a client portfolio including institutional clients, high - net - worth individuals, private banking clients, and clients from ... who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to...Collaborative spirit and ability to work effectively within a high -performing team. * Proficiency in G Suite and experience… more
- HUB International (Columbia, SC)
- …The Personal Lines Account Manager will manage a book of Personal Lines including High net - worth /Private Client insurance business, while acting with a ... a rate of account retention that meets or exceeds expectations. Provides a high level of support to Producers in obtaining, maintaining, and expanding business. May… more
- Citigroup (Gaithersburg, MD)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- US Bank (Clayton, MO)
- …- Eight or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** - Requires established network ... the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.** more
- Citigroup (New York, NY)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Eastern Bank (Manchester, NH)
- …a key role in delivering exceptional client service and operational support to high - net - worth clients by collaborating with internal teams including their ... + Work closely with cross-functional teams to ensure consistent and high -quality service delivery. + Provide out-of-office coverage for team members. +… more
- TEKsystems (Quincy, MA)
- …company is seeking a Service Manager Consultant to join their elite team supporting high - net - worth individuals through a premium jet card program. This role ... Service Manager Consultant (Quincy, MA) Hybrid Schedule | High -Touch Client Experience | Strategic Problem Solving A...leadership. This is a unique opportunity to join a high -performing team in the private aviation space, where your… more
- Actalent (Palm Beach Gardens, FL)
- …compliance with all relevant regulations and standards. + Provide exceptional customer service to high net worth clients, addressing their specific needs and ... a team of surveyors in conducting precise and detailed land surveys for high -end residential and commercial projects. Your expertise will ensure the accuracy and… more
- Citizens (Riverside, RI)
- …and other complex loan scenarios. + Advanced knowledge and experience of underwriting of high /ultra- high net worth borrowers to include analysis of ... to meet department productivity goals and deadlines. + Demonstrate ability to maintain a high -level of confidentiality. Hours & Work Schedule + Hours per Week: 40 +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …services-including investment management, financial reporting, tax planning, and philanthropic support-to high - net - worth individuals and families. With a ... client interaction, and close collaboration with internal teams to ensure high -quality service and reporting. Key Responsibilities: + Perform core accounting tasks… more