- Kestra Financial (Cypress, TX)
- …and growing wealth planning firm in Cypress, Texas, is seeking an Associate /Service Wealth Advisor for a great opportunity for the right person. This ... Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a...and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Requirements… more
- US Bank (Kansas City, MO)
- …proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship . Develops ... service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and US Bank. Working… more
- KeyBank (Toledo, OH)
- **Location:** 300 Madison Avenue, Toledo Ohio **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain ... The CRA will be an active member of the relationship team accountable for efficient client onboarding,...and participate in the development of sales presentations, annual wealth reviews, and other materials for client … more
- Equitable (Raleigh, NC)
- …designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access ... Wealth Management Associate - NC, Raleigh... Wealth Management Associate - NC, Raleigh (5128) ( 240000HN )...: Equitable Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in… more
- Citigroup (New York, NY)
- …Ability to work collaboratively with cross-functional teams. + Good understanding of client engagement and wealth management processes. + Excellent communication ... + Build solutions to seamlessly create and publish content across multiple client channels + Stay informed about industry trends, emerging technologies, and best… more
- BlackRock (Princeton, NJ)
- **About this role** **The Team: ** The Global Marketing & Digital Wealth organization at BlackRock is a forward-looking, globally connected team at the center of the ... for success-delivering next-generation campaigns, brand platforms, communications, training, and client experiences. Our work is powered by world-class centers of… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... services. + Directly responsible for providing timely responses to client service requests, received via telephone or email. +...issues will be owned end to end by the associate and will be treated with a closed loop… more
- Columbia Bank (Los Angeles, CA)
- …financial service assistants as production grows. This helps you focus more on client relationship and less on administrative tasks. Management's role is to ... of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to enhance their… more
- Raymond James Financial, Inc. (Jackson, MI)
- … client meetings + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Actively engage in available ... industry + Financial markets, products and industry regulations **Skill in** + Client Relationship Management (CRM) software + Microsoft Office Suite +… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- Description We are looking for a dedicated Relationship Manager to join our client 's team in the Twin Cities In this role, you will play a pivotal part in ... financial goals and needs. * Provide comprehensive support to Wealth Advisors by assisting with client services....support to Wealth Advisors by assisting with client services. * Manage investment accounts and ensure accuracy… more