High Net Worth Client Manager

Bank of America is a leader in the financial industry, committed to helping individuals and businesses achieve their goals. As an Elite Client Strategist, you will play a critical role in driving business growth while delivering exceptional client experiences.This position requires a high level of expertise in investments and financial markets, as well as...

Job Overview: The Elite Client Financial Strategist is a critical role at Bank of America, responsible for managing a portfolio of high-net-worth clients and providing expert investment solutions to meet their complex needs. With a strong focus on relationship-building and exceptional client service, this individual will work closely with clients to...

Become a part of Bank of America's dynamic team and help shape the future of financial services. As a Senior Financial Solutions Manager, you will have the opportunity to work closely with high-net-worth clients, providing expert guidance on investment strategies and helping them achieve their long-term goals.This role requires a deep understanding of...

Job SummaryThe Dowling Group LLC is a leading boutique private client wealth advisory firm seeking a talented Tax Accountant to join our team.Key ResponsibilitiesPrepare comprehensive tax returns and workpapers for a diverse range of clients.Develop and execute customized tax compliance and planning strategies for high net worth individuals and...

Job OverviewWe are seeking a highly skilled Elite Financial Services Director to join our team at Bank of America. This role is responsible for managing complex financial relationships with high-net-worth clients and providing exceptional service to drive business growth.Job DescriptionThe successful candidate will be responsible for:Managing a portfolio of...

Job ResponsibilitiesThe primary responsibility of the Premium Elite Relationship Manager is to manage a book of high-net-worth clients and deliver exceptional customer service. This includes:Developing and implementing personalized investment strategies to meet client goalsProviding ongoing education and support to clients on investment products and...

Job DescriptionWe are seeking a highly skilled Premium Elite Relationship Manager to join our team. As a key member of our organization, you will be responsible for managing a book of high-net-worth clients and delivering exceptional customer service.The ideal candidate will have a strong understanding of investments and financial markets, as well as...

Investment Solutions Expert: As an Investment Solutions Expert at Bank of America, you will play a critical role in helping high-net-worth clients achieve their financial goals through expert investment advice and guidance. This individual will be responsible for developing and implementing customized investment strategies, analyzing complex financial data,...

About the RoleWe are seeking a highly skilled Tax Accountant to join our team at The Dowling Group LLC.Key ResponsibilitiesPrepare complex tax returns and workpapers for individual, business, trust/estate, and gift clients.Develop and implement effective tax compliance and planning strategies for high net worth individuals.Conduct thorough research on tax...

Job OverviewThe Dowling Group LLC is a boutique private client wealth advisory firm seeking a detail-focused Tax Accountant to join our growing team.Key ResponsibilitiesPrepare a variety of individual, business, trust/estate, and gift tax returns and workpapers.Provide written and verbal correspondence/guidance to high net worth individuals on tax compliance...

About UsThe Dowling Group LLC is a leading boutique private client wealth advisory firm located in Greenwich, CT. Our team specializes in creating innovative tax strategies combined with sophisticated financial planning and investment management.Our MissionWe are dedicated to delivering exceptional results for our clients by providing expert advice and...

Career OverviewRed V, inc is seeking a Client Growth Specialist to join our sales team. As a Client Growth Specialist, you will be responsible for building relationships with existing and new customer prospects and identifying opportunities to grow our client base. This role requires a highly motivated and goal-driven individual who is able to negotiate and...

We are seeking a highly skilled Enterprise Account Manager to join our team. As an Enterprise Account Manager at Spectrum, you will have the opportunity to build long-term relationships with clients and identify new business opportunities.Key Responsibilities:Partner with current and former clients to connect them with beneficial combinations of our...

About the JobWe are currently seeking a Client Support Supervisor to join our team at American Textile Maintenance Co. In this role, you will be responsible for overseeing the delivery of exceptional customer service and support, ensuring that customers receive timely and effective resolutions to their concerns.The estimated salary for this position is...

About the OpportunityHealthEcareers - Client is seeking a skilled Medical Imaging Specialist to provide locum tenens support in Riverside, California.Key Highlights: Schedule: 7:00 AM - 4:00 PM, 1 hour lunch Job Setting: Imaging Center Modality: Mammography (stereotactic biopsies, Ultrasound guided biopsies) Responsibilities and Requirements: Provide...

Job DescriptionWe are seeking a skilled Accounting Specialist to join our team at Bemis Law Offices. This role will be responsible for managing client relationships, negotiating payments, and ensuring compliance with financial regulations.Key Responsibilities:Negotiate payment plans with clients to ensure timely resolution of outstanding debtsConvey offers...

HealthEcareers - Client is currently seeking a skilled Labor and Delivery Registered Nurse to join our team for a 13-week per diem assignment in Riverside, California.About the AssignmentSpecialty: Labor and DeliveryDiscipline: Registered NursingThis opportunity offers a chance to work with a reputable healthcare organization and contribute to providing...

Join Instep CA Group as a Client Success Representative and become part of a dynamic team that's redefining customer service. As a Client Success Representative, you'll be responsible for building lasting relationships with new and existing clients, identifying opportunities for growth, and driving revenue through effective communication and upselling...

A-Roads Inc is a dynamic consulting firm dedicated to delivering exceptional business development and customer acquisition solutions. We're now seeking a talented Junior Client Account Manager to join our team and contribute to our continued growth.About the RoleThis is an exciting opportunity for a motivated individual to develop their sales and partnership...

About the RoleWe are seeking an experienced IT Solutions Engineer / Network Support Specialist to join our team at K2 Staffing, LLC. As a key member of our team, you will be responsible for providing pre- and post-sales support, deploying and managing Windows Servers and Active Directory, designing Local Area Networks, implementing and monitoring network...