- KeyBank (Brooklyn, OH)
- …and product delivery. The Associate consistently meets the needs of our high - net - worth clients by providing efficient service and problem resolution ... 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302 **Job Summary** The Client Service Associate (CSA) works in a centralized task queue environment supporting the… more
- CIBC (Atlanta, GA)
- …support Private Wealth relationship management efforts by delivering exceptional service to high net worth and family office clients. You'll respond to ... Client Reporting, Client Service , Cross-Functional Teamwork, Family Office, High Net Worth Individuals, New Accounts, Presentation Materials At CIBC,… more
- Truist (Atlanta, GA)
- …advanced planning advice to current and prospective clients with a primary focus on Ultra- High Net Worth (UHNW) clients and prospects. Engages in activities ... collective expertise of the group, educating teammates, and improving service , processes, and systems. Will assist the wealth team...and other planning information for High and Ultra- High Net Worth clients and… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …join its dynamic Wealth Management team. The firm is committed to delivering exceptional service to high - net - worth individuals and families, while ... Responsibilities Client Relationship Management + Serve as a trusted advisor to high - net - worth clients, delivering personalized financial planning and… more
- M&T Bank (Boston, MA)
- **Overview:** Serves as credit and lending expert to High Net Worth (HNW) and Ultra- High Net Worth (UHNW) clients and is primarily responsible ... team to present Wilmington Trust (WT) credit solutions to high net worth and ultra-...a team that provides sales, portfolio management and client service support. Further, the position interacts with clients as… more
- Tiffany & Co. (San Francisco, CA)
- …establishing and executing upon strategies for the acquisition, engagement, retention and growth of High Net Worth clients, in addition to having an ... with a global mindset, strategic in application of impeccable service and bespoke experiences. Through active and ongoing partnership,...* Establishing and reinforcing the Tiffany brand within the High Net Worth client market.… more
- CIBC (Newport Beach, CA)
- …well as greater expansion of existing relationships. + Identify, Source and Lead new high net worth client relationships that utilize CIBC's Private Wealth ... effective partnerships and teamwork to ensure a level of service delivery that is professional, seamless and timely. Serve...CIBC Wealth Management growth through the acquisition of new, high net worth and ultra‐… more
- M&T Bank (Bear, DE)
- …assigned book of business. Actively solicits new and existing investments and insurance from high net worth customer segment, primarily Retail and Business ... needs of current and potential Bank customers for the high net worth segment, utilizing...account reviews and re-evaluation of customer needs. Deliver a high quality customer service experience during each… more
- Bank OZK (Little Rock, AR)
- …high -level customer service to meet the comprehensive banking needs of high - net - worth clients. Deliver private banking credit and deposit solutions, ... and alignment of client expectations. + Qualify, onboard, and service clients with minor oversight from management. + Follow...and demonstrate accountability for onboarding new business relationships with high net worth and very… more
- Mount Sinai Health System (New York, NY)
- …experience; Four to seven years of experience in related work preferred Experience in sales with high net worth individuals (in or out of healthcare) a plus ... on the end-to-end sales of high -touch concierge healthcare offerings designed for high - net - worth individuals (HNWIs) and ultra- high - net - worth… more