- Wells Fargo (Portland, OR)
- …and generating referrals + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position requires ... will:** + Participate in soliciting residential mortgages from various sources + Produce high quality jumbo loans which are compliant and provide excellent customer … more
- Charles Schwab (Lone Tree, CO)
- …that continuously challenges the status quo, positioning Schwab as a leader in the Ultra High Net Worth (UHNW), clients with more than $10M in assets. ... Senior Manager role is charged with delivering thoughtful, insightful, high impact contributions across a range of " high...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- Cedars-Sinai (Los Angeles, CA)
- …projected goals including generating written gift solicitation proposals as appropriate to prospective high net worth donors. + Oversees, records, manages ... us and make a difference every single day in service of this outstanding work - excellence and innovation...The Senior Major Gifts Officer is expected to maintain high volume of significant donor relationships, meaningful contact and… 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 ... triage and delegate client and advisor operational requests to a centralized service team as appropriate. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a… more
- Truist (Columbia, MD)
- …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 ... triage and delegate client and advisor operational requests to a centralized service team as appropriate. **Essential Duties and Responsibilities:** Following is a… more
- KeyBank (Salt Lake City, UT)
- …applications to drive results PREFERRED QUALIFICATIONS * Experience in working with High - Net - Worth individuals and their financial issues. * Experience ... objectives: 1. Deliver the client experience through relationship reviews and client service reviews, leveraging the Key Private Bank (KPB) process with a focus… more
- Truist (Tampa, FL)
- …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 ... triage and delegate client and advisor operational requests to a centralized service team as appropriate. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a… 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 ... computers is mandatory (Microsoft Suite) + Ability and passion to provide high quality customer service + Degree preferred but not required Pay and Benefits The… more
- JPMorgan Chase (San Francisco, CA)
- …develop a team of highly skilled Relationship Managers who nurture and develop high - net - worth client relationships by earning their trust, comprehensively ... role requires strategic thinking, a passion for exceptional client service , and a history of successfully building omni-channel businesses...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- CIBC (Chicago, IL)
- …in supporting a Senior Relationship Manager to deliver comprehensive financial planning and exceptional service to our high - net - worth clients. This is a ... and manager transitions to enhance client results. + **Offer Personalized, High -Touch Support:** Respond promptly to client inquiries, resolve complex issues, and… more