- First National Bank of Omaha (Sugar Grove, IL)
- …how it fits into our organization's success.** **Summary of the Job:** The Client Relationship Associate provides daily customer support and enables the ... solutions to individuals to build and maintain financial wellbeing. The Associate will support Advisor(s)and customers with basic to comprehensive investment,… more
- Raymond James Financial, Inc. (Jackson, MI)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... Manage and deepen client relationships with effective, proactive communication and personalized attention...63, 65 and/or 66 as required by state _Paramount Wealth Management and its employees are_ **_independent contractors with… more
- HUB International (Austin, TX)
- …programs + Positive attitude toward client relations to provide exceptional, proactive client service + Ability to manage multiple tasks and maintain the ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Throughout our network of more than… more
- Wells Fargo (Salt Lake City, UT)
- **About this role:** Wells Fargo is seeking a Customer Service Associate Manager as part of the Remote Client Associate Support Teams (RCAST) for Wells ... Fargo Advisors (WFA) in Wealth & Investment Management (WIM). Learn more about our...this role, you will:** + Supervise Registered and Unregistered Client Associates + Support Financial Advisors within the WFA… more
- Insight Global (New York, NY)
- …and financial statements prepared by delivery teams. * Manage and monitor client deliverables, ensuring service quality and adherence to performance metrics. ... and accounting solutions to clients in the asset and wealth management industry. We are hiring at the Senior...degree in Accounting or Finance * 3+ years of client focused accounting experience in a managed service… more
- UMB Bank (Leawood, KS)
- …Salesforce CRM software **Bonus points if:** + You have demonstrated client service experience within a Private Bank or Wealth Management institution + You ... related issues and escalations + You manage new client onboarding process including all activities associate ...multi-task + You have an understanding of financial services client service best practices and a knack… more
- JPMorgan Chase (Boston, MA)
- …proactive phone conversations that deliver the 55ip value proposition + Provide superior client service by being responsive, thoughtful, and making the clients' ... standing at the intersection of finance and technology-and at the cutting-edge of wealth and asset management. We've been making rapid progress on our mission: to… more
- Raymond James Financial, Inc. (New York, NY)
- …the wealth management and financial services industries. Our summer associate will gain practical exposure to deal origination, investment analysis, relationship ... to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships,… more
- Citigroup (New York, NY)
- …of banking and wealth management solutions to our clients + Provide complete service support to client , including solving complex client inquiries + ... The Associate Banker SAFE Act LO is a seasoned...with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to… more
- Wells Fargo (Austin, TX)
- …with infrastructure-related projects to improve Wells Fargo Trust's business operations, client service , and risk management + Independently communicate with ... this role:** Wells Fargo is seeking a Senior Trust Associate in Estate Services as part of Wealth...(Word, Excel, and Outlook) skills + Experience in a client facing environment + Customer service experience… more