- Robert Half Finance & Accounting (Chicago, IL)
- …support to a team of highly motivated Financial Advisors and their High - Net - Worth individual clients. Responsibilities: + Client onboarding, including ... Sweater weather. You know what else is awesome? A high -paying job that respects your work-life balance so you...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
- City National Bank (Beverly Hills, CA)
- …This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra- high net - worth (UHNW**) clients. Helps to ... explanations that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and...and pursues to a successful sale Bank product or service solutions that align with the best interest of… more
- NBT Bank (Portland, ME)
- …- $187,830.00 Responsible for New Business Development activities, dealing with large, high net worth customers and complex transactions. Evaluates ... Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. + Dental and Vision...us via email at ###@nbtbank.com. The Human Resources Shared Service Center hours of operation are Monday through Friday,… more
- Robert Half Legal (Pasadena, CA)
- …review and execution. * Collaborate with clients ranging from middle-class families to high - net - worth individuals, providing tailored legal solutions. * Work ... closely with the firm's principal, associate attorneys, and support staff to maintain high -quality service standards. * Engage directly with clients to address… more
- University of Pennsylvania (Philadelphia, PA)
- …philanthropic leadership to foster and enhance relationships with our most significant Ultra High Net Worth (UHNW) individuals and esteemed volunteers. By ... a rigorous attention to detail. The role requires a high degree of discretion and poise when interacting with...new cars from Ford and General Motors, cellular phone service plans, movie tickets, and admission to theme parks.… 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 ... underwriting needs and performing within time constraints with a high volume of work. + Selling and negotiating to...production and business mix objective. + Providing superior customer service to brokers and clients (internal & external). What… more
- Sedgwick (Naperville, IL)
- …education and experience required. Experience with agency/broker distribution relationships in a high - net - worth market and cross-training in other functional ... Insurance Primary Casualty Adjuster **PRIMARY PURPOSE** **:** Provides exceptional service to policyholders and clients through investigating coverage, preparing… more
- BMO Financial Group (Chicago, IL)
- …more frequent monitoring may be appropriate. + Understands borrower types typical in the high net worth market and their relation to collateral ownership, ... processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and...other internal stakeholders. + Maintains and promotes a customer service environment which meets and exceeds customer needs and… more
- CBRE (Seattle, WA)
- …underwriting packages. Preparation of Borrower credit analysis including determination of net worth , liquidity, overall financial strength and acceptability of ... Underwriter - Multifamily Affordable Job ID 234170 Posted 02-Sep-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets Location(s)… more
- Neuberger Berman (New York, NY)
- …experience by assisting with the service , maintenance, and growth of the team's high - net - worth client base. We are seeking a seasoned professional with ... contribute to the team's success and client satisfaction. **Responsibilities:** + **Client Service ** : Provide ongoing operational support for the team's client base… more