- Wells Fargo (Irvine, CA)
- …systems. + Research and resolve operational issues related to complex accounts for our high - net - worth clients. + Research account and transaction records to ... balancing multiple priorities. + Assist Wealth Relationship Manager in providing service to their client relationships. + Interact frequently with clients to… more
- Commerce Bank (Wichita, KS)
- …(PCA's) who are accountable for the delivery of wealth management advisory services to high - net worth clients of Commerce Trust. Essential Functions + ... of education and experience required + 5+ years of experience in providing high level client service in a similar role required + Primary focus on trust, wealth… more
- The Calendar Group (Miami, FL)
- A high - net - worth individual is seeking a highly professional, discreet, and experienced Private Chauffeur with a strong background in security. The ideal ... the South Florida area and real-time traffic apps + High level of discretion, professionalism, and service -oriented...+ High level of discretion, professionalism, and service -oriented mindset + Must pass a comprehensive background check… more
- Capital One (Richmond, VA)
- …or rare collectibles) **Preferred Qualifications** **:** + 1+ year of experience working with high net worth individuals and clients + Strong communication, ... and the convenience of the latest interfaces to help high -performance people actualize the full potential of their lives....for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp.… more
- AIG (Atlanta, GA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... stakeholders to ensure awareness of underwriting activities that require support and service . + Deliver timely and accurate production and P&L reports. + Improve… more
- Charles Schwab (New York, NY)
- …competitive risk. + Basic understanding of investments (publicly and non-publicly traded), common ultra- high net worth tax planning concerns and planned ... private wealth and/or investment management industries. + Experience navigating " high stakes" transactions and serving multi-generational households or advisory… more
- JPMorgan Chase (New York, NY)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service ... establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- M&T Bank (Chicago, IL)
- …aspects of Global Capital Markets trust or entity administration and servicing of high net - worth private and institutional clients. Supports senior account ... requests in a timely manner. + Manage relationships with internal and external service partners; assess issues requiring immediate attention in a timely manner and… more
- KeyBank (Pepper Pike, OH)
- …staff of professionals. + Demonstrated track record of sales success. + Experience managing a high net worth book of business. + Ability to use: office ... and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies,… more
- BMO Financial Group (Wausau, WI)
- …excel in sales and relationship management, boasting a robust network of COIs, Business Owners, and High Net Worth clients in Mid / Northern / West Wisconsin ... stakeholders to build capability and drive business growth. + Meets high -quality service standards to maximize relationship retention and growth. + Develops… more