- 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 (Atlanta, GA)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Atlanta/ Client - Service - Associate \_25040135-1) **Job Description:** Merrill ... Client Service Associate Atlanta,... Client Service Associate Atlanta, Georgia **To proceed...through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Bank of America (Atlanta, GA)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Atlanta/ Associate - Client - Service -Manager\_25040324) **Job Description:** Merrill ... Associate Client Service Manager... Associate Client Service Manager Atlanta, Georgia **To...through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… 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 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
- 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
- Citigroup (San Antonio, TX)
- …advisors and centralized service centers. The registered CPWM Citigold Private Client Servicing Associate will be responsible for servicing and supporting ... of products and services. + Directly responsible for providing timely responses to client service requests, received via telephone or email. + Provides… more
- KeyBank (OH)
- **Location:** 166 Crocker Park Boulevard - Westlake, Ohio 44145 **Job Summary** The Client Service Associate (CSA) works in a centralized task queue ... including banking, trust and investments. + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and… more
- Commerce Bank (Wichita, KS)
- …of the compensation range for some roles. This compensation range is for the Private Client Advisor Associate job and contemplates a wide range of factors that ... than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time ... consideration. Requirements + Bachelor's degree + 4+ years in client -facing roles (family office or wealth management...years in client -facing roles (family office or wealth management experience ONLY) + Strong communication skills; highly… more