Displaying 1-10 of 1000 results
Registered Client Associate - Spokane, WA
Merrill Lynch - Washington
Banking / Mortgage
OPPORTUNITY FOR ACHIEVEMENT... At Bank of America we take great pride in creating career opportunities for our associates and we provide them with the training and support they need to achieve their goals. Bank of America is seeking professional and motivated candidates interested in the following opportunity: The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For (see more)
Registered Client Associate - Spokane, WA
Bank of America Corp. - Eastern/Spokane, Washington
Banking / Mortgage
Title: Registered Client Associate - Spokane, WALocation: US-WA-SpokaneOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: * Frequent client contact, typically by telephone, but also (see more)
Client Service Associate
UBS Financial Services Inc. - Seattle, Washington
Administrative / Clerical
Job Summary and Mission: The Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs. Job Responsibilities: * Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate * Provide administrative support to designated financial advisor(s) * Process and follow up operational duties linked to new accounts, risk management, funds cashiering, and order entry, among other * Work closely with (see more)
Senior Client Service Associate
UBS Financial Services Inc. - Seattle, Washington
Administrative / Clerical
Your job, as a Senior Client Service Associate, is to: Play a central role in enhancing the client experience by focusing your time on servicing and growing the Financial Advisor's business Interface with external clients, anticipate their needs, solve their problems, and follow through to provide exceptional service Provide service to internal branch clients by interfacing with management, servicing the relationships with your assigned Financial Advisors, coordinating with the operations function, and performing administrative duties Support and drive firm initiatives Maintain risk awareness (see more)
Pcg Client Associate
Wells Fargo - Bellevue/Redmond, Washington
Banking / Mortgage
Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, typing letters, forms and reports, correspondence and the preparation of FA directed marketing campaigns. Handles telephone calls and or responds to other inquiries and/or requests for research reports (see more)

CTL Sales/Client Associate (Multi-Family & Commercial Re
JPMorgan Chase - Bellevue/Redmond, Washington
Banking / Mortgage
Title: CTL Sales/Client Associate (Multi-Family & Commercial Real Estate) - Seattle, WALocation: US-WA-Seattle-WM6499 Chase Center - Seattle / 44337CTL Client Associate- Seattle, WAThis is a commercial real estate lending team position. The Client Associate will work with new originations of stabilized Apartment, Office, Industrial, and Retail properties in Puget Sound. The Client Associate will work with a Client Manager in a managing $500MM portfolio, approximately 300 loans.Responsibilities:* Analysis of commercial real estate cash flow and valuation* Preparation of loan (see more)
Client Relationship Associate F11-538
Kforce - Washington
Human Resources / Training
The Client Relationship Associate is responsible for the cultivation, administration, and maintenance of the client relationship. The Client Relationship Associate builds relationships with clients through the delivery of exceptional customer service characterized by mutual respect, understanding, and trust. ESSENTIAL DUTIES AND RESPONSIBILITIES: Promote Kforce services to clients by determining and implementing appropriate marketing techniques for industry and region, including regular visits to current clients. Qualify and prioritize new job orders. Negotiate with client to establish (see more)
Client Relationship Associate F11-522
Kforce - Washington
Human Resources / Training
The Client Relationship Associate is responsible for the cultivation, administration, and maintenance of the client relationship. The Client Relationship Associate builds relationships with clients through the delivery of exceptional customer service characterized by mutual respect, understanding, and trust. ESSENTIAL DUTIES AND RESPONSIBILITIES: Promote Kforce services to clients by determining and implementing appropriate marketing techniques for industry and region, including regular visits to current clients. Qualify and prioritize new job orders. Negotiate with client to establish (see more)
Client Service Associate - #213540
Principal Financial Group - Eastern/Spokane, Washington
Accounting / Finance
HelpClient Service Associate - #213540Job Area: Customer ServiceBusiness Area: PensionLocation: WA - SpokaneCareer Category: Recent College Graduate, Experienced ProfessionalFull/Part Time: Full TimeRegular/Temporary: RegularDate Posted: 05/10/2012Close Date: 05/18/2012Responsibilities:Do you have strong relationship building skills and ability to anticipate client needs by providing innovative solutions to challenging situations?Are you able to communicate effectively and manage multiple demands and priorities effectively?Have experience in retirement plan (see more)
Client Service Associate
UBS Financial Services - Bellevue/Redmond, Washington
Accounting / Finance
> Title Client Service AssociateJob Reference # 84805BRLocation United States - WashingtonCity SeattleFunction Category Administration and SupportBusiness Divisions Wealth Management AmericasJob Type Full TimeDescription Job Summary and Mission:The Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs.Job Responsibilities:* Provide service to UBS clients by responding to clients requests and addressing inquiries to (see more)
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