- Citigroup (San Antonio, TX)
- The Team Client Services Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... timeliness of service provided will affect the effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management… more
- KeyBank (New York, NY)
- …+ Work closely with Regional Trust Director and applicable Family Wealth team members on pricing, client service , compliance, and litigation issues, ... Book of Business** + Works closely with the Family Wealth team to identify and prioritize opportunities...client loyalty and new business opportunities. + Assess client revenue opportunity based on complexity and service… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …a collaborative and client -focused wealth management team who is seeking a Client Service Specialist to join their team ! This role is a key part ... and maintain strong relationships with clients, advisors, and internal team members. + Respond to ongoing client ... information in internal systems. + Maintain and improve client service procedures and processes. + Take… more
- M&T Bank (Paramus, NJ)
- … client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within ... client relationships through daily interactions with clients, Wealth Management team , and internal business partners...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more
- CIBC (West Palm Beach, FL)
- …(https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Manager, you will support Private Wealth relationship management ... by delivering exceptional service to CIBC Private Wealth clients. This role is responsible for working with...maintain client relationships. The Client Service Manager works in a team -oriented environment… more
- Bank of America (Atlanta, GA)
- …Details:** Responsible for overall delivery and management of the client service experience for Merrill Private Wealth Management. Accountable for proactive ... market leadership team . The PWCRM manages the Wealth Management Client Associates, Operations support staff,...and exposure for Merrill + Managing the branch's Private Wealth Management Client Associates and Service… more
- Bank of America (Daytona Beach, FL)
- …life goals through investment advice and guidance. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on ... Wealth Management Client Associate Daytona Beach,...thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of… more
- JPMorgan Chase (San Diego County, CA)
- … management solutions, and delivers a high level of service . As a Client Specialist within JP Morgan Wealth Management, you will focus on addressing the ... + Recommend customized wealth solutions and the right team of advisors to manage the client 's portfolio and serve their wealth needs. + Effectively… more
- JPMorgan Chase (Chicago, IL)
- …segments like Self-Directed Investing and Chase Private Client . The JP Morgan Wealth Management Service Center Team : Our Investment Professionals work in ... JP Morgan Wealth Management, with $1 trillion in assets and...the JPM Private Bank As the Client Service Leader within an engaging and inclusive team… more
- JPMorgan Chase (Tempe, AZ)
- …solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management, you will support the market and ... exceed our client expectations and creating a client obsession culture within the team +...Client Investment Associates, Advisors, and Market Directors of Wealth + Maintain and track revenue share agreements for… more
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