- Kelly Services (Phoenix, AZ)
- …as assigned to meet team objectives. **Qualifications Required:** + 3+ years of banking or financial services experience, preferably in deposit account opening ... ** Client Account Opening Specialist** **Location:** Phoenix, AZ |...6-Month with possible temp to hire Are you a banking professional who thrives in fast-paced environments and enjoys… more
- KeyBank (Westlake, OH)
- **Location:** 166 Crocker Park Boulevard - Westlake, Ohio 44145 **Job Summary** The Client Service Associate (CSA) works in a centralized task queue environment ... banking , trust and investments. + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and Center of… more
- TD Bank (Greenville, SC)
- …about status of account administration, retention, and projects + Completes assigned administrative/ Client service tasks within policy and operating procedures + ... client profiling documents + Assists in deepening wallet share by anticipating client needs and suggesting the most appropriate banking , lending and/or… more
- KeyBank (Fort Myers, FL)
- **Location:** 12830 University Drive - Fort Myers, Florida 33907 **Job Summary** The Client Service Associate supports the Key Private Bank (KPB) sales team by ... from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client accounts. + Identify opportunities to retain and expand… more
- Citigroup (Jacksonville, FL)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time Type:** ... The Senior Group Manager for the Citigold Client Service teams is responsible for...team managers and has an in-depth understanding of the banking and investment needs of the wealth client… more
- US Bank (Tempe, AZ)
- …you excel at-all from Day One. **Job Description** The Private Wealth Management (PWM) Client Services Team Leader is responsible for leadership of the support ... staff for Private Wealth Management. Has direct responsibility for overseeing the service and support team functioning as the primary contact between Wealth… more
- US Bank (Clayton, MO)
- …have knowledge and experience with regards to advising clients and prospects on commercial banking ancillary product sets and services , be able to identify and ... at-all from Day One. **Job Description** US Banks Institutional Client Group has an exciting opportunity for a dynamic...related field - 10 or more years of commercial banking experience Preferred Skills/Experience - Proven business… more
- Robert Half Finance & Accounting (San Jose, CA)
- …growth in the financial services industry. Key Responsibilities: + Deliver high-touch service to a diverse and sophisticated client base. + Process account ... Description Job Posting: Client Service Associate - Wealth Management...a plus. + 5+ years of experience in financial services , preferably in asset or wealth management, brokerage, or… more
- Catholic Charities Family Community Services (Rochester, NY)
- …for programs. + Keeps accurate mileage and timesheet records. + Maintains up to date client service schedule on agency system (such as Outlook). + Maintain ... client service logs and accurately records trips...travel and meet with clients in all areas where services are offered. + Bi-lingual preferred (Spanish,… more
- Truist (Winter Park, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more