- Vanguard (Malvern, PA)
- … client needs and share insights with Relationship Managers. + Deliver high -quality, efficient service while anticipating client needs and offering proactive ... + Collaborate across teams to maintain and enhance the UHNW client experience. + Document client and team feedback to support continuous service improvement with… more
- World Insurance Associates, LLC. (Philadelphia, PA)
- …Primary Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate ... + Proven experience in personal lines insurance, with a strong focus on high - net - worth /private client solutions. + Deep understanding of affluent… more
- World Insurance Associates, LLC. (Washington, PA)
- … client solve any challenge, including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and ... services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management… more
- Fifth Third Bank, NA (Pittsburgh, PA)
- …SKILLS AND ABILITIES REQUIRED: + Minimum of 5-7 years of successful high net worth sales and client service experience in financial services and ... 60, 90 days) for qualified prospects. + Responsible for net AUM and revenue growth. + Initiate and direct...process. Relationship Management- (20%-60%) + Serves as the primary client facing professional for assigned relationships. + Works with… more
- Deloitte (Pittsburgh, PA)
- …Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement leaders to address budgeting, billing, ... for this role ends on 5/31/2026. Work you'll do + Manage client relationships and providing consultative services while exceeding expectations. + Identify engagement… more
- Truist (Philadelphia, PA)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high -level client...a broad range of wealth products and services to high net worth individuals. ESSENTIAL… more
- Citizens (Philadelphia, PA)
- …Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high - net - worth individuals. + Comfortable operating in a dynamic, ... that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client… more
- JPMorgan Chase (Philadelphia, PA)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of ... customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- City National Bank (Harrisburg, PA)
- …Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in ... account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *...Investment Management * 2 years of experience in the High Net Worth or Ultra… more
- Grant Thornton (Philadelphia, PA)
- …include complex tax returns preparation, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients. ... and resources to thrive in your role to meet client needs, deliver high -value solutions, and help...+ Provide tax planning and consulting to our firm's high net worth clients for… more
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