- Grant Thornton (Baltimore, MD)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day...+ Providing tax planning and consulting to our firm's high net worth clients for… more
- Huntington National Bank (Flint, MI)
- …in banking, investment management, or insurance products and services for high or ultra- high net worth clients. + NOTE: This position may be considered ... in the Huntington Private Bank responsible for developing, delivering, and managing a high - net - worth client's Wealth Plan. Duties and Responsibilities: +… more
- New York State Civil Service (Albany, NY)
- …state agencies on a 24x7x365 basis. Some positions may be required to provide this critical service at any time. As a Senior . NET & Power Platform Developer, you ... . NET , Power Platform, and related technologies.* Develop and maintain high -quality . NET applications, including web APIs, microservices, and backend systems,… more
- Edward Jones (West Palm Beach, FL)
- …has developed a new wealth management offering tailored to meet the unique needs of high - net - worth (HNW) clients and we need your help launching this new ... them are the measure of everything we do. And Service and Operations divisions are at the center of...will play a critical role in helping serve our high - net - worth clients. This role works… more
- Robert Half Finance & Accounting (Louisville, KY)
- …to join a boutique firm in Louisville, Kentucky. This role focuses on serving high - net - worth clients and managing tax matters related to operating entities, ... Responsibilities: * Manage and oversee tax compliance processes for high - net - worth individuals and their associated...and mentor less experienced staff to uphold the firm's high standards of service . * Build and… more
- TIAA (Dallas, TX)
- …with Wealth Management Advisors in delivering client service and supporting high - net worth and complex clients. Working under limited supervision, ... job operationally leads Wealth Management advisory teams to help high - net worth clients achieve their...overall book management strategy. + Ensures delivery of client service and sales support as a part of the… more
- CIBC (Chicago, IL)
- …Client Service , Client Support, Communication, Credit, Customer Experience (CX), High Net Worth Individuals, Post-Sales Support, Private Banking, ... & Support:** Communicate with lenders and Private Banking Client Service team assisting with questions relating to Commercial and...on Excel, Adobe Acrobat, and PowerPoint + You understand high net worth and ultra-… more
- KeyBank (New York, NY)
- …for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net - worth ... issues, as needed and appropriate **REQUIRED QUALIFICATIONS** + Experience working with high - net - worth clients. + Deep tax, investment, estate planning,… more
- Perkins & Co (Portland, OR)
- We are looking for a seasoned tax manager to join our high net worth and legacy planning practice. To be successful in this role you should have substantial ... experience working with high net worth individuals and...Best of Accounting Diamond Award Winner for Exceptional Client Service (ClearlyRated) + Largest women-owned accounting firm in Oregon… more
- JPMorgan Chase (San Francisco, CA)
- …that delivers the highest quality advice, service , capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through ... program whereby you will be supporting the team of Private Bankers covering Asia's ultra- high net worth clients. At the end of the three-year program, top… more