- Regions Bank (Dallas, TX)
- …create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers and perform special projects as assigned This ... include word processing, databases and spreadsheets + Strong organizational and customer service skills + Strong written and oral communication skills + Strong… more
- Bank of America (Jacksonville, FL)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/ Client - Service - Associate \_25036652-2) **Job Description:** Merrill ... Client Service Associate Jacksonville,...through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- US Bank (Minneapolis, MN)
- …equivalent work experience + Two to five years of experience in client /customer service , and fiduciary activities **Preferred Skills/Experience:** + Thorough ... One. **Job Description** The Trust Concierge Team provides high quality customer service by responding to telephone inquiries, requests, and problems for an affluent… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate or Associate Director of Client Service Location: 100% Remote (Optional hybrid from San Francisco ... office) Industry: Wealth Management / Family Office Compensation: $90,000-$110,000 base (flexible...firm is seeking a highly capable and polished Senior Client Service Associate or … more
- Regions Bank (Mobile, AL)
- …May create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers This position requires the tracking of time ... Good written and oral communication skills + Good organizational and customer service skills + Good analytical and problem-solving skills, including attention to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Associate Location: San Francisco, CA (Montgomery BART) Industry: Wealth Management / Multi-Family Office Compensation: ... multi-family office is seeking a polished and proactive Senior Client Associate to join its San Francisco-based...Key Responsibilities + Serve as the primary contact for client service requests + Execute client… more
- Bank of America (New York, NY)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Merrill- Associate - Client -Relationship-Manager\_25036919) **Job ... Merrill Associate Client Relationship Manager New York,...participate in the overall delivery and management of the client service experience for the Market. **Specific… more
- Neuberger Berman (New York, NY)
- …operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client ... NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business....opportunity to significantly contribute to the team's success and client satisfaction. **Responsibilities:** + ** Client Service… more
- CIBC (Boston, MA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a ** Client Service Associate (CSA)** , you'll play a ... and their clients to deliver the highest level of client service . In this hands-on role, you'll...to Succeed** + Ability to develop deep expertise in client portfolios, CIBC internal policies, and wealth … more
- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302 **Job Summary** The Client Service Associate (CSA) works in a centralized task queue environment ... supporting the Key Wealth Investment Management & Trust (IM&T) sales and administration...year experience working within the financial industry or other client service roles. + Associate … more