- TEKsystems (Quincy, MA)
- …customer service to clients who are booking trips through the company, working with high - net - worth individuals - emphasis on providing a "white glove" ... customer service experience! + The ideal CMC (client management consultant) is a team player (works well as a member of a group), detail-oriented (capable of carrying out a given task with all the details necessary to get the task done right the first time),… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …active funds. Capital is sourced from institutional investors, family offices, and ultra- high - net - worth individuals. With a broad investment mandate spanning ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An Equal Opportunity Employer.… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …of lead Financial Advisors. * Prepares presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects. * ... Coordinates efforts to gather data to assist Financial Advisors in preparing responses to client or prospect requests. * Creates portfolio/equity snapshots, researches investments and provides fund reports upon request to clients. * Collects and compiles… more
- Wells Fargo (Miami, FL)
- …(wellsfargojobs.com) **In this role, you will:** + Participate in developing new and managing existing High Net Worth Client relationships + Work as part of ... a Wealth team that utilizes an integrated planning approach to recommend strategies that utilize Wells Fargo's individual and institutional capabilities to maintain client wealth within Wealth Management Banking and contribute to large scale planning related… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …The Director of Development, Global Philanthropy will develop and manage a portfolio of high - net - worth international donors and prospects, with the goal of ... achieving progressively ambitious fundraising goals, securing gifts in the 6-7 figure range. Partner with UDAR leadership, deans, lead fundraisers, and University leadership to design and execute region-specific donor engagement and major gift fundraising… more
- Truist (Houston, TX)
- …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 ... needs and objectives of the client and will serve as the primary point of intake for a majority of requests from advisor(s) and clients, playing a key front-office role in interfacing with clients. The teammate will support workload management, and triage and… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …implementation. + Deliver clear and precise communication to institutional clients and high - net - worth individuals. + Ensure all administrative tasks related ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An Equal Opportunity Employer.… more
- M&T Bank (Wilmington, DE)
- …limited aspects of Global Capital Markets trust or entity administration and servicing of high net - worth private and institutional clients. May serve as ... administrator for medium to large (as defined by business) and/or complex clients. Serves as point of contact for client regarding routine daily administration. Maintains daily contact with clients to address general inquiries and/or facilitate client… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- …to work both individually and collaboratively with a wide variety of clients, including high net worth individuals, and have demonstrated excellent judgment ... and very strong client service skills. About Dorsey: Dorsey & Whitney is an international law firm with more than 575 lawyers in 21 offices throughout the United States, Canada, Europe and Asia. We are a premier legal counselor to companies worldwide in a wide… more
- KeyBank (Southfield, MI)
- …to execute and advise on the client's needs. The RM is responsible for serving high - net - worth clients in their existing book as well as collaborating with ... internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their… more