- Charles Schwab (Phoenix, AZ)
- …in the financial services industry **Preferred Qualifications** + Experience servicing high - net - worth clients preferred + Experience supporting financial ... fee-based, and non-discretionary wealth management program, passionate about delivering exceptional service to help clients achieve their financial goals. We believe… more
- TEKsystems (Quincy, MA)
- … service to clients who are booking trips through the company, working with high - net - worth individuals - emphasis on providing a "white glove" customer ... IMMEDIATE CLIENT SERVICE REPRESENTATIVE NEEDED OPPORTUNITY TO WORK FOR ONE...+ 3 years of office experience related to customer service + Excellent written communication and grammar skills +… more
- Comerica (Costa Mesa, CA)
- …The SA role assists one or more Financial Consultants (FC) in a Retail, High Net Worth , or Institutional capacity. Position CompetenciesSuccessful incumbents ... Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role...licensing and firm rules allow. Qualifications Position Qualifications: + High School/GED + Advanced college degrees may count towards… more
- Sunrise Senior Living (Fort Worth, TX)
- …Sunrise is to be a part of.** **COMMUNITY NAME** Sunrise of Fort Worth **Job ID** 2025-232663 **JOB OVERVIEW** The Executive Director is responsible for overall ... of the Sunrise team, supporting our Mission, Principles of Service and Core Values is a fundamental part of...and promote Sunrise's development programs as appropriate to prepare high -potential team members for future roles. + Build a… more
- M&T Bank (Los Angeles, CA)
- …and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra- High Net ... (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the… more
- JPMorgan Chase (Los Angeles, CA)
- …working with individuals and families ranging from affluent to high - and ultra- high net worth . The successful individual should approach clients with ... investing, financial advisory at a broker-dealer, RIA and/or a private bank, affluent/ high - net - worth solutions, and retirement strategies + Bachelor's degree… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …billion in assets under management and a client base of approximately 250 high - net - worth individuals and families. Average client relationships range from ... exceptional investment performance and continued client trust. The Role: The Client Service Associate will play a vital role in delivering a white-glove client… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Qualifications + 3-5+ years of experience in wealth management, preferably with ultra- high - net - worth clients. + Strong communication skills with ... Client Services Associate will support all operational aspects of client service , including onboarding, investment reporting, and financial administration. This role… more
- TD Bank (Greenville, SC)
- …clients in the high - net - worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the ... Investment Advisors) and provide consistent and accurate administrative, analytical, and service support. **Depth and Scope:** + Demonstrates a commitment to being… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …Service will develop and execute successful fundraising strategies for a portfolio of high - net - worth prospects with the capacity to make $1M+ gifts. ... is one of the nation's premier schools of public service , with a long tradition of preparing leaders who...urban life, promote equity, and drive innovation in public service locally and globally. The Senior Director of Development… more