- HSBC (Beverly Hills, CA)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... Officer (WRO) and the service teams to build meaningful relationships with high value clients. Professionalism client focus and understanding of the fundamentals of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …investment operations, client onboarding, and financial administration for a curated group of ultra- high - net - worth clients. As part of a growing team that ... Description Jennifer Fukumae is partnering with a boutique, ultra- high -touch wealth management firm supporting some of the world's most sophisticated families… more
- 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 (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
- 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
- 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 ... interaction, and cross-functional collaboration with internal teams to deliver high -quality service and reporting. Key Responsibilities: + Perform core accounting… more
- TEKsystems (Quincy, MA)
- …We are seeking a Client Coordinator to deliver world-class service to ultra high - net - worth clientele in the private aviation industry. This entry-level ... a fast-paced, luxury service environment. Key Responsibilities + Provide high -touch service via phone, email, and text + Coordinate...Upon Permanent Hire + Health, dental, vision, and life insurance + 401(k) with company match + Career development… more
- Charles Schwab (Lone Tree, CO)
- …team is responsible for defining, evolving, and delivering meaningful experiences for Core and High Net Worth (HNW) investors. The team partners closely with ... client segments, providing team members with opportunities to work on high visibility strategic initiatives. Examples of focus segments include Youths, clients… more
- Providence (Tarzana, CA)
- …identifying and engaging new prospective donors, with an ability to interact with high - net - worth individuals across diverse backgrounds and interests. + ... Plan with employer matching, health care benefits (medical, dental, vision), life insurance , disability insurance , time off benefits (paid parental leave,… more
- Grant Thornton (Tulsa, OK)
- …in other tax technical areas to resolve issues + Experience in working with high - net - worth individuals, owners of closely held businesses, private companies ... we succeed. From day one, you'll be empowered by high quality tools and resources to thrive in your...to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns… more