- HUB International (Traverse City, MI)
- …Manager:** The PCG Account Manager manages and oversees the services policies for Global Marine's high net worth clients, or clients with hull values of $1.5 ... + **Internal Calls:** Take calls from the recreational marine service team and answer questions. + **External Calls:** Answer...skills, both verbal and written to communicate with our high net - worth clients/brokers + Ability… more
- Charles Schwab (Austin, TX)
- …WAS organization which is focused on high - net worth and ultra- high net worth retail investors. Supported business functions span Schwab's Wealth ... Engineering, you will enable WME to achieve consistent, predictable, high -quality delivery by implementing best practices, tools, metrics, automation frameworks,… more
- US Bank (Minneapolis, MN)
- …is responsible for building a team of trust, banking and investment professionals around high net worth clients or client relationships. Proactively engages ... with their assigned relationships to ensure top level service is delivered. Responsible for retention and growth of...related experience interacting with High and Ultra High Net Worth clients **Preferred… more
- KeyBank (Hartford, CT)
- …for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high net worth clients and their beneficiaries. As a member ... + Assess client revenue opportunity based on complexity and service required. Actively participate in pricing conversations for new...of sales and client servicing team. + Experience managing high net worth book of… more
- Wells Fargo (San Francisco, CA)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... payments, account openings and closings, and asset transfers. + Demonstrate a high level of organizational skills, including time and priority management. + Deliver… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Investment Adviser (RIA) NO EXCEPTIONS + MUST have recent experience managing ULTRA‑ high ‑ net ‑ worth (clients with $30M+ investable assets) NO EXCEPTIONS!! ... Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm is redefining… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …personal fulfillment, and empowerment. These roles offer the opportunity to work with high - net - worth clients, contribute to firm-wide initiatives, and grow ... Wealth Managers who are passionate about delivering exceptional client service and embody the firm's "Wealth of Life" philosophy-centered...Key Responsibilities: + Serve as a trusted advisor to high - net - worth clients + Deliver customized… more
- JPMorgan Chase (San Francisco, CA)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service ... Market and implement complex investment solutions in accordance with High - Net - Worth clients' investment objectives. +...on behalf of the Financial Advisor(s) + Ad Hoc service requests as needed on behalf of the team/clients.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Serve as an educational and technical resource to manage the complexities of ultra- high net worth families needs, including estate and legacy planning; ... and react well to deadline pressure. + Provide a high level of customer service and commitment...to deliver consultative services to advisors and their ultra high net worth clients. +… more
- Williams Parker (Sarasota, FL)
- …with 5+ years of private practice experience who are passionate about working with high - net - worth clients and their families on sophisticated estate planning ... and return preparation. Candidates should be comfortable handling sophisticated matters for high - net - worth clients and capable of stepping into partner-level… more