- Bank of America (Riverside, RI)
- …level of proficiency with computers and current technology + 1+ years of customer/ client service experience, including experience handling difficult client ... experience in the banking/financial industry + 1+ years of experience working in a client service capacity **Skills:** + Attention to Detail + Customer … more
- City National Bank (Concord, NH)
- …* Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model * Be on call if we a weekend escalated matter ... *PREMIER MORTGAGE CLIENT SERVICING ESCALATION MANAGER* WHAT IS THE OPPORTUNITY?...offers US based clients and their advisors the personalized service of a dedicated premier servicing team and the… more
- Bank of America (Rockledge, FL)
- …to address all service needs of their clients. **Responsibilities:** . Provides excellent Client Service to the bank 's clients through educating them on ... effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial...all the bank 's service and banking offerings . Ensures timeliness, accuracy, and… more
- Bank of America (Palo Alto, CA)
- …to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank 's clients through educating them on ... an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Commerce Bank (St. Louis, MO)
- …of education and experience required + 3+ years of experience providing high level client service in a similar role with preference to trust, wealth management ... objectives. Key components of position: Trust experience, Relationship Management experience, Client -facing service skills, Wealth Management experience For more… more
- KeyBank (Dayton, OH)
- …(Salesforce Task Queue) to direct service -related work away from field and to Client Service Associates. This includes submitting service tasks to the ... financial services and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and… more
- Bank of America (Lake Mary, FL)
- …and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a key team member leading ... Registered Wealth Management Client Associate Lake Mary, Florida **To proceed with...insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to… more
- Zions Bancorporation (Salt Lake City, UT)
- …at our downtown Salt Lake City, UT location. **General Responsibilities** + Deliver client service aligned to defined segmentation models. + Utilize Salesforce ... high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work...the talent; we bring the opportunity. **Role Summary** The Client Account Service Associate (CASA) plays a… more
- Truist (Fort Lauderdale, FL)
- …and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of client ... with and consistently contacting clients and prospects with letters, emails, etc. to support banker 's client contact strategy and making sure that CRM data is… more
- Columbia Bank (Liberty Lake, WA)
- …service support for corporate and commercial deposit clients. Provide high level of client service for all products and services, to include fielding ... client requests, via phone, email and other communication channels,...with a foal of one call resolution achieving established service standards. + Demonstrates compliance with all bank… more