- BankTalent HQ (Salt Lake City, UT)
- …possibilities are endless. You bring the talent; we bring the opportunity. Role Summary The Client Account Service Associate (CASA) plays a pivotal role in ... delivering a consistent and exceptional client experience across defined wealth segments. This...downtown Salt Lake City, UT location. General Responsibilities Deliver client service aligned to defined segmentation models.… more
- Neuberger Berman (New York, NY)
- …readiness activities across Product Development, Operations, Legal/Compliance, Technology, and Client Service + Assist in preparing enablement materials: ... newly established to serve as the backbone for operational excellence across Private Wealth products and service offerings. The team oversees all operational… more
- Busey Bank (Dallas, TX)
- …Knowledge of: Strong oral and written communication skills Strong sales and client service skills Wealth Management Services including Investments, ... policies and procedures yet ensures a high level of client service . * Complete mandatory account reviews...trust and estate procedures A fiduciary approach to managing client relationships Ability to: The Private Wealth … more
- Busey Bank (Peoria, IL)
- Position Summary The Client Service Associate is responsible for assisting the Financial Advisor and servicing clients with a full line of investment ... understanding that the Busey offers financial services and investments through Wealth Management Maintain Client Relationship Management and reporting available… more
- First National Bank of Pennsylvania (Pittsburgh, PA)
- …team. Make a difference - for us and for your future. Position Title: Client Services Associate Business Unit: Multiple Reports to: Varies by Assignment Position ... Overview: This position is primarily responsible for general client maintenance and service for existing high net worth clients as well as the on-boarding… more
- eMoney Advisor (Stamford, CT)
- Description The Associate Client Support Specialist is responsible for answering incoming customer inquiries, solving customer issues via phone or chat and ... and completes all assignments to familiarize themselves with the eMoney platform and Client Support policies and procedures Answer service calls or emails of… more
- Washington Trust Bank (Portland, OR)
- …clients and their professional advisors for stability, expertise and unparalleled client service levels. As a member of the Wealth Management & Advisory ... coordination with partner Relationship Managers (RMs). Responsible for white-glove client service and complex administrative requirements, Relationship… more
- Old National Bank (St. Louis Park, MN)
- …the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity. Transition ... Key Accountabilities Management of investment portfolios: Develops and recommends a client centric investment portfolio leveraging all of Wealth Management's… more
- BankTalent HQ (San Diego, CA)
- …clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment ... active for 70 years and has more than 80 full- service branch offices across the state. This dedication has...bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence… more
- First Tech Federal Credit Union (Bellevue, WA)
- …and service of investment products while consistently meeting a high level of service and client engagement. Here's what you can expect from the job and ... documents and presentations for client meetings Fulfill client requests and resolve service -related issues ensuring...investment support or administration, or similar experience in a client facing support role with an investment/ wealth … more
