- Vanguard (Scottsdale, AZ)
- …a FINRA Series 7 and 63 licensed professional with a passion for building meaningful client relationships? Join our team as a Client Transfer Specialist for our ... Investor clients at Vanguard. At Vanguard, we have a client -first mentality that we live and breathe every day... experience. + Foster trust and reliability through consistent, high -quality service. + Educate clients on Vanguard's product and… more
- World Insurance Associates, LLC. (Rochester Hills, MI)
- …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. (Houston, TX)
- … client solve any challenge, including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and ... prospect, and cultivate new business opportunities, focusing on High - Net worth and Private Client accounts, including affluent individuals, family… more
- HUB International (Encino, CA)
- …of related Personal Lines insurance experience within a brokerage environment + Must have High Net - Worth /Private Client experience. Experience within the ... Account Executive** manages an assigned book of business, develops client relationship, and strives to grow and retain clients....beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred.… more
- Tiffany & Co. (San Francisco, CA)
- …this knowledge into closing sales. * Establishing and reinforcing the Tiffany brand within the High Net Worth client market. * Identifying, prospecting ... sales strategies for High Net Worth clients. * Developing High Net Worth client relationships and reinforcing brand image and awareness. *… more
- Edward Jones (St. Louis, MO)
- …in partnership with the HNW business segment and APPS strategies. + Help shape and inform High Net Worth client facing advice and guidance related to ... environment may impact High Net Worth estate/legacy planning and proposed client strategies....planning/legal service provider, client , financial advisor, and High Net Worth team to… more
- Edward Jones (West Palm Beach, FL)
- …with Edward Jones + Provide ongoing proactive support through daily monitoring of the high - net - worth client accounts and coordinating with the ... center of the center.** Here at Edward Jones the client is our single focus and our relationships with...management offering tailored to meet the unique needs of high - net - worth (HNW) clients and we… more
- KeyBank (Westlake, OH)
- …in a centralized work queue, in a timely manner, shared across multiple markets. + Service high - net - worth client accounts based on client need. ... delivery. The Associate consistently meets the needs of our high - net - worth clients by providing efficient...a differentiated client experience, leading to higher client satisfaction and Net Promoter Scores. **Essential… more
- M&T Bank (Buffalo, NY)
- …12 - 18 months. High net worth and ultra- high net worth client segments include business owners/entrepreneurs and inherited wealth. ... **Overview:** Serves as credit and lending expert to High Net Worth (HNW)...to best structure the facility that works for the client and the Bank. Manages the most complex borrowing… more
- CIBC (San Francisco, CA)
- …Senior Client Service Associate executes the more complex transactions required to support high net worth client portfolios, including researching ... role also provides oversight on some aspects of the Client Service Associate's responsibilities. **_At CIBC we enable the...the ability to use these skills to communicate with high - net - worth clients and colleagues +… more