Private Wealth Client Services Specialist
United Community Services
United Community in Greenville, South Carolina is seeking a Private Wealth Service Specialist to manage client interactions and support banking services. This role involves assisting with client onboarding, maintaining documentation, and resolving account issues. Qualified candidates will possess a high school diploma and at least 2 years of customer service experience in banking or investments. The position is full time, non remote, with some travel required. #J-18808-Ljbffr
- TD is looking for a Private Client Specialist II in Greenville, South Carolina. This role combines responsibilities as a Junior Relationship Manager and a Private Client Service Associate, focusing on high-touch service for high net worth clients. In this position, you'...Private client
- ...Business:TD WealthJob Description:The Private Client Specialist (PCS) II will perform a dual role as a... ...Relationship Manager and as a Private Client Service Associate. In the Relationship Manager... ...the primary point of contact for TD Wealth client relationships; manages all...Private clientWork at officeLocal areaWork from homeFlexible hours
- ...Client Service Specialist, Business Insurance Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across...Private clientPermanent employmentWork at officeLocal areaFlexible hours
- ...financial goals. Our First Citizens Wealth team delivers integrated... ...designed to support clients at every stage of life. Join... ...impact. The Wealth Client Specialist (WCS) role supports both Fiduciary... ...position has responsibility for all service-related activities such as...SuggestedWork at office
- First Citizens Bank in Greenville, SC is looking for a Wealth Client Specialist to provide client service support and assist with sales-related activities. Responsibilities include working directly with clients and advisors, preparing documentation, data analysis, and...Suggested
$90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (PCS) is a growing practice within EY. This... ...and trust income tax. Understanding of estate and wealth planning. Research and develop effective tax planning strategies...Private clientHourly paySeasonal workRemote work$103.1k - $188.9k
...serving the global financial services marketplace and the only professional... ...side by side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management,... ...opportunity EY's FSO EDGE Private practice provides comprehensive...Private clientPrivate practiceSummer holidayLocal areaFlexible hours- ..., life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout... ...a book of Personal Lines including High net-worth/Private Client insurance business, while acting with a high degree of...Private clientFull timeTemporary workWork at officeLocal area
- First Citizens Wealth is looking for a Wealth Client Specialist in Greenville, SC. This role focuses on supporting Fiduciary Officers and Wealth Consultants by managing service-related activities and maintaining strong client relationships. Key responsibilities include...
$82k - $135.2k
...Requisition ID: 1709073 Tax - Business Tax Services Private Tax - Financial Services Organization -... ..., working side by side with a range of clients from venerable institutions to dynamic... ...across Banking and Capital Markets, Wealth and Asset Management, and Insurance....Private clientWork experience placementSummer holidayFlexible hours- ..., life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout... ...a book of Personal Lines including High net-worth/Private Client insurance business, while acting with a high degree of...Private clientFull timeTemporary workWork at officeLocal area
$76k - $125.3k
...contact for a wide range of clients and colleagues. This... ...teaming focusing on service delivery for our... ...client. You will work with specialists in our other areas... ...handling hedge fund and Private equity K-1s Researching... ...of estate and wealth planning Experience with...Private clientWork experience placementSummer holidayLocal areaFlexible hours- A leading financial services firm in South Carolina seeks a Tax Manager for its Private Client Services. The role involves managing tax compliance and consulting engagements, supervising a team, and providing expertise to high-net-worth clients. A Bachelor's degree in...Private client
$120 - $150 per hour
Ernst & Young Oman is looking for a Seasonal Tax Senior Manager - Private Client Services to join their growing practice. You will review complex tax returns and provide tax planning for high-net-worth individuals, all while managing client relationships in a high-performing...Private clientRemote jobHourly paySeasonal work$90 - $120 per hour
EY is seeking a Seasonal Tax Manager for Private Client Services, focusing on serving privately held companies and their owners. This role involves reviewing complex individual tax returns and providing income tax planning for high-net-worth individuals. The ideal candidate...Private clientRemote jobHourly paySeasonal work- ...Sales Consultant, Private Client Services Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North...Private clientPermanent employmentLocal area
- JPMorgan Chase & Co. is seeking a Private Client Banker in Greenville, SC. In this role, you'll serve as the primary contact for affluent... ...candidates have at least one year of experience in financial services and a proven track record in client acquisition. Strong communication...Private clientFlexible hours
- ...Client Manager, Business Insurance Marsh McLennan Agency (MMA) provides business insurance... ...health & benefits, retirement, and private client insurance solutions to organizations... ...North America, we combine the personalized service model of a local consultant with the...Private clientPermanent employmentLocal areaFlexible hours
$112k - $150k
Tax Manager, Private Client Services BDO USA is seeking a Tax Manager for its Private Client Services practice. Private Client Services at... ...contacts; networks professionally outside BDO. Involves firm specialists and other business lines to increase cross‑service...Private clientPrivate practiceWork at office- ...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking... ...offices across North America, we combine the personalized service model of a local consultant with the global resources of the...Private clientWork at officeLocal areaNight shift
- ...interpersonal skills and the ability to engage clients effectively. Candidates should hold relevant licenses... ...have at least one year of experience in financial services, providing a great foundation for a rewarding career in wealth management. #J-18808-Ljbffr Bank of America
- ...bonus or incentive opportunities. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion... ...experience in Financial Services/Wealth Management and/or closely related industry...Local area
- ...forbonusor incentive opportunities. As a Client Relationship Specialist (CRS), youhave the opportunity tobring your passion for customer service to a role and a firm that will champion... ...in Financial Services/Wealth Management and/or closely related industry...Local area
- ...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking... ...offices across North America, we combine the personalized service model of a local consultant with the global resources of the...Private clientPermanent employmentLocal areaFlexible hours
$129.6k - $194.3k
...and meaningful impact every day. Learn more about what makes us different and how you can make your mark as the HR Leader, Private Client Services at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private...Private clientMinimum wageLocal areaRemote workNight shift- United Community Bank in Greenville, SC seeks a Private Wealth Service Specialist responsible for daily activities and client interactions. Duties include assisting with client onboarding, maintaining documentation, and identifying issues with accounts. Applicants should...Full timeRemote work
- ...quality preparation of complex tax returns and collaborate with clients on strategic tax planning. This role emphasizes permanent... ...Attorney status. Join a dynamic team focused on providing exceptional service to high net worth individuals. Enjoy comprehensive benefits and...Permanent employment
$190.8k - $318k
...Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through... ...National Deal Advisory practice supports M&A activities of our Private Equity clients and strategic corporations across the US and...Private clientWork experience placementLocal areaRemote work- ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and accountability for team members, ensuring their on...Work at officeLocal areaNight shift
- Overview The Private Wealth Service Specialist is responsible for the day-to-day activities and interaction between the client and United Community Private Wealth in terms of establishment of documentation, accounts, maintenance, and servicing of the relationship. The Private...Full timeLocal areaRemote workWeekend workAfternoon shift
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