- AdventHealth (Maitland, FL)
- …practices nationwide. The executive is expected further establish the culture of high accountability and performance on all key metrics of their assigned areas, ... Patients Guests Medical staff The public Co-workers External business associates Insurance company representatives 1. Exhibits positive **ICARE** Values & Workforce… 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...- Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and… 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …lower-risk assets. With capital sourced from institutional investors, family offices, and ultra- high - net - worth individuals, the firm is known for its ... range of investment strategies and asset classes. + A collaborative, high -performance culture. + Opportunities for professional growth and development. Excited about… more
- Robert Half Finance & Accounting (Bettendorf, IA)
- …technical knowledge in tax planning and compliance for corporations, partnerships, and high - net - worth individuals. Strong client management skills with a ... tax strategy, mentor a talented team, and work directly with our high -caliber clients, bringing innovative tax planning solutions to the table. Key Responsibilities… more
- SitusAMC (New York, NY)
- …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... execution on transactions + all stakeholders to maintain a high level of customer service and continuously strive to...various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with… more
- First Horizon Bank (Coral Gables, FL)
- …general supervision, this position provides a variety of full service banking operations for high net worth clients that are simple to moderately complex ... Relationship Manager in maintaining a portfolio mix of targeted high value and high potential clients. Monitors...Applicable Investment Licenses - Series 7 / 66 and insurance within first 6 months + Good written and… more
- Matter Family Office (Denver, CO)
- …preservation of the filing cabinet integrity. + Enter and track changes to client net worth statements, utilizing reporting software. + Analyze large amounts of ... bill pay, and portfolio management? Do you thrive in a fast-paced, high -volume, deadline-driven work environment? Matter Family Office is looking for an Accounting… more
- Robert Half Finance & Accounting (Carmel, CA)
- …1120S, and 1065), and trusts. * Offer strategic tax planning advice tailored to high - net - worth individuals and diverse businesses. * Analyze and present ... an amazing career growth tracks! This firm is recognized for delivering high -quality tax and accounting services to an exclusive clientele, emphasizing personalized… more
- Cherry Bekaert (Waltham, MA)
- …you will:** + Provide strategic tax solutions for partnerships, closely held businesses, and high net worth individuals across industries such as real ... + Apply strong project management, analytical thinking, and communication skills to deliver high -quality client service + Lead and mentor Tax Staff and Seniors in a… more