Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate to :
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
Client Service Associate (Teller) 20 hours - Wheat Ridge, CO
Client Service Associate (Teller). We do this by offering technology and resources typically only found within larger banks and combining those resources with an exceptional level of service more commonly associated with community banks and smaller financial institutions. ...
Client Success Associate
A company is looking for a Client Success Associate. ...
Client Service Associate (Teller) 20 hours - Longmont, CO
Client Service Associate (Teller). We do this by offering technology and resources typically only found within larger banks and combining those resources with an exceptional level of service more commonly associated with community banks and smaller financial institutions. Identify and address client...
Associate Vice President, Client Strategy
The associate vice president, of client strategy is responsible for researching, sourcing, and building authentic relationships with strategic partners and clients to procure management agreements and help the company grow its book of business. The associate vice president of client strategy is resp...
Client Service Associate (Teller) 40 hours - Boulder, CO
Client Service Associate (Teller). We do this by offering technology and resources typically only found within larger banks and combining those resources with an exceptional level of service more commonly associated with community banks and smaller financial institutions. ...
Registered Wealth Management Client Associate
Merrill Wealth Management is one of the largest businesses of its kind in the world Client Associate, Management, Wealth, Registered, Financial Advisor, Associate. ...
Client Service Associate - Registered
Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mai...
Client Services Associate
Providing our clients with exceptional service is the foundation of our business. Respond to all client requests received via email and/or phone queue in a pleasant and professional manner and fulfill timely. Simultaneously, our dedication to sustainability, transparency, responsible environmental s...
Senior Registered Client Associate
As a Senior Registered Client Associate, become a trusted resource to our clients, advisors and branch. The good-faith expected salary range for the Senior Registered Client Associate role is $40,000 - $65,000, depending on factors including but not limited to the candidate’s experience, skills, reg...
Part-time Client Service Associate
Assist with client events, client support, and special projects. Be responsible for all client billing through QuickBooks. Responsible to speaking with clients about our billing process and answering questions. Be willing to be part of team that helps each other meet our goals to grow our book of cl...