Position Summary The Client Service Associate (CSA) role is responsible for maintaining, deepening and enriching client relationships. The Client Service Associate is a client facing role serving as the primary point of contact for all service related needs of a Private Banking client. Client Service Associates work in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.Core Responsibilities Client Engagement - provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests Risk & Controls - adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities Market Partnership - effectively collaborate with respective client facing teams and internal business groups to deliver and execute client transactions Business Development - proactively review and identify potential business opportunities for clients to engage in additional products and services Qualifications FINRA SIE, Series 7 and 63 licenses required for the position: preferred upon hiring but offer sponsored training program to acquire within 90 days of hire No relocation assistance is being offered for this role
...then come be awesome with us! Be bold. Enjoy work again. Let us help. Job Summary : The Travel Nurse & Allied Healthcare Recruiters are valued members of our team and a huge part of our success! Explore the best ways to meet the needs of our traveling nurses...
...Job Description Job Description Salary: Position Title: Fiber Optics Technician I Work Location: Chesapeake, VA FLSA Status: Full-Time, Non-Exempt REQ#24_01056H Summary of duties Position requires a basic knowledge of the principles of photonics...
...in life insurance sales? Join our team! Were hiring remote entry-level sales reps and providing full training. No insurance license... ...relationships What We Offer: Full training provided no experience necessary Remote work and flexible hours Licensing assistance...
...Center;-Conhecimentos em termos de CPE's em alguns dos seguintes fabricantes: Cisco, Huawei, Aruba, Nokia , Draytek, Check point, Fortinet, Palo Alto, F5;-Experincia em Planeamento de Redes e Redes IP;-Conhecimento de protocolos IPV4/IPV6, TCP/IP ( SMTP;SNMP;UDP;...
...of apparel, gear, and equipment unifying teams and fans in schools, clubs, and organizations. JOB SUMMARY Work in the screen-printing department to complete custom printed garment orders and ready them for shipping. Become cross-trained in all areas of the screen...