- Bank of America (San Francisco, CA)
- …for Merrill Private Wealth Management. Accountable for proactive client service , client advocacy, transition management, and problem resolution to improve ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services ...ensure superior service to all Merrill Private Wealth Management clients. Responsible for transition and… more
- KeyBank (Portland, ME)
- …cases, the role is responsible for the coordination and delivery of all Family Wealth services and ensures the client receives an industry leading family office ... Fiduciary Advisor also identifies opportunities to protect, grow and transition family wealth . They are charged with...planning issues + Maintains deep expertise in fiduciary, investment, tax , and other related wealth issues by… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of ultra-high net worth families needs, including estate and legacy planning; tax strategies and charitable planning; business transition planning and asset ... maintaining relationships to help create awareness of our private wealth consulting services . Promote the Wealth...financial advisor, the client and the client's legal and tax professionals (eg attorney or CPA). + Leverages planning… more
- Citigroup (New York, NY)
- …on wealth structuring matters, including: *Estate, gift and income tax planning * Transition event planning *Business succession planning *Charitable planning ... knowledge and proven technical proficiency in the legal, and tax issues relative to the trust and estate field.... service . **Job Family Group:** Private Client Product Services **Job Family:** Trust Wealth Planning **Time… more
- US Bank (Denver, CO)
- … services to clients: lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, estate planning. Has expertise ... CPA, CTFA, CFP and/or advanced degree - Extensive knowledge of Wealth Management products & services - Problem solving and analytical skills - Effective verbal… more
- Commerce Bank (St. Louis, MO)
- …Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, ... private banking and trust administration services . Our approach to wealth management means...+ Participate in client meetings with PCA to support transition of responsibilities to ESA and provide overview of… more
- Commerce Bank (Kansas City, MO)
- …Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, ... private banking and trust administration services . Our approach to wealth management means...a key point of contact supporting our Private Banking service offering within Commerce Trust Company. Commerce Trust Company,… more
- Edward Jones (St. Louis, MO)
- …products, and services required to meet our client's most important wealth management needs and goals. Through robust collaboration and detailed analyses, the ... Office investment specialist to deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs.… more
- S&P Global (Boulder, CO)
- …Level (for internal use):** 09 **About the Role:** **Senior Specialist, Global Pay Services - North America** **The Team:** The team is responsible for the monthly ... accruals. + Work with payroll vendor to support issuance of employee income tax reporting statements. + Resolve escalations by providing root cause analysis and… more
- KeyBank (Hartford, CT)
- … family wealth . They deliver national expertise locally through the engagement of Wealth Services or other Specialty Services Teams as an extension of ... the fiduciary responsibilities of KeyBank by providing client advisory services to high net worth clients and their beneficiaries....planning issues + Maintains deep expertise in fiduciary, investment, tax , and other related wealth issues by… more