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Client Associate
Client advisory / Relationship management, United States - OregonPosted 1 weeks ago
Full-timeonsiteentry
Job Description
Are you service oriented? Do you know how to take care of people?
We're looking for a Full-Time Client Associate to:
• serve private wealth clients with the utmost accuracy and care
• carefully open new accounts, execute banking requests, and facilitate other account service and maintenance activities
• support a team of professionals in delivering the service model
• educate clients on account services and capabilities
• keep management systems up to date with client information
• help with the preparation of reports and other materials for client meetings
• track and execute client service and operational activities with a high degree of professionalism
• coordinate detailed calendar of activities
• Field phone calls and work
We're looking for a Full-Time Client Associate to:
• serve private wealth clients with the utmost accuracy and care
• carefully open new accounts, execute banking requests, and facilitate other account service and maintenance activities
• support a team of professionals in delivering the service model
• educate clients on account services and capabilities
• keep management systems up to date with client information
• help with the preparation of reports and other materials for client meetings
• track and execute client service and operational activities with a high degree of professionalism
• coordinate detailed calendar of activities
• Field phone calls and work