Senior Associate, Client Services
VirtualVocationsOlympia, Washington, United StatesHace 16 horas
Tipo de contrato
- A tiempo completo
Descripción del trabajo
A company is looking for a Senior Associate, CSA-3.
Key Responsibilities
Provide clients with account statements, balance inquiries, and various banking documents
Facilitate account maintenance, onboarding, and money movement tasks
Coordinate with relationship managers to meet client needs and ensure efficient service delivery
Required Qualifications, Training, and Education
At least 4 years of experience in the financial industry
High School diploma or GED required; advanced degrees preferred
Knowledge of financial industry legislation and bank products / services
Experience with Microsoft Office; SalesForce experience preferred
Exceptional organizational and time management skills
Crear una alerta de empleo para esta búsqueda
Client Service Associate • Olympia, Washington, United States
Ofertas relacionadas
We have an opening for a Remote Customer Service Rep, where you will respond to questions by phone, email, or in-person, help organize and maintain a tidy workspace, and support returns and exchang...Mostrar másÚltima actualización: hace más de 30 días
Location : 1100 E Yelm Avenue - Yelm, Washington 98597.Job Summary : The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of t...Mostrar másÚltima actualización: hace 11 días
Ignite Your Career At Builders FirstSource.Builders FirstSource, America's largest supplier of building materials, value-added components and building services to the professional market, invites y...Mostrar másÚltima actualización: hace más de 30 días
As a Psychological Operations Specialist, you'll be an expert at persuasion.You'll assess and develop the information needed to influence and engage specific audiences.
You'll broadcast important in...Mostrar másÚltima actualización: hace más de 30 días Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.The Private Client Banker (PCB) is part of the Key Private Client Program and will focus o...Mostrar másÚltima actualización: hace más de 30 días 
Pay is based on several factors which vary based on position.These include labor markets and in some instances may include education, work experience and certifications.
In addition to your pay, Tar...Mostrar másÚltima actualización: hace 11 horas
Customer Retention Sales Manager – Remote | 100% Commission.Are you a relationship-driven sales professional with a passion for keeping clients engaged and loyal? We’re looking for a.Customer Reten...Mostrar másÚltima actualización: hace más de 30 días
Guild Mortgage Company, closing loans and opening doors since 1960.As a mortgage banking firm, we are dedicated to serving the homeowner / buyer.
Our goal is to provide affordable home financing for o...Mostrar másÚltima actualización: hace más de 30 días
As a Sales Lead you will be a leader in helping store achieve sales goals.Work with the entire Sales Team to ensure Customer Care compliance.
Maintain the exit location at the store to ensure loss p...Mostrar másÚltima actualización: hace 11 horas
Client Success Manager Job Duties : Train CS team in the coaching / management process for clients in regards to ...Mostrar másÚltima actualización: hace más de 30 días
Client Service Specialist (Teller).At Columbia Bank, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.We are dedica...Mostrar másÚltima actualización: hace más de 30 días Principal CSR Analyst Job Duties : Provide leadership and input in building the long-term business model...Mostrar másÚltima actualización: hace más de 30 días 
Pilot CBP Air Interdiction Agent.Air and Marine Operations (AMO), a component of U.Customs and Border Protection (CBP), offers skilled Pilots interested in law enforcement an opportunity to work wi...Mostrar másÚltima actualización: hace 6 días Business Development Agent Virtual Job Duties : Rigorously prospect for new business and follow up with leads in your pipeline Prima...Mostrar másÚltima actualización: hace más de 30 días Senior Sales Representative Job Duties : Enhances sales staff accomplishments and competence by planning delivery of s...Mostrar másÚltima actualización: hace más de 30 días 
Comfort starts with our 10,000+ team members across the globe, who are transforming the power of comfort every day.Our employees have the power to change lives, in our homes, work and communities.W...Mostrar másÚltima actualización: hace 22 días
Seeking Strategic Account Representatives in : .Seattle, Olympia, Everett, Spokane, Tri-Cities.Copiers Northwest is a premier, nationally recognized provider of office technology products and service...Mostrar másÚltima actualización: hace más de 30 días
Pay is based on several factors which vary based on position.These include labor markets and in some instances may include education, work experience and certifications.
In addition to your pay, Tar...Mostrar másÚltima actualización: hace 1 día
American Family Insurance Agency Owner.That's what makes an American Family Insurance agency owner.It's a highly rewarding opportunity that allows you to create financial stability while making a p...Mostrar másÚltima actualización: hace más de 30 días
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Key responsibilities include triaging client leads, making ...Mostrar másÚltima actualización: hace más de 30 días
- Oferta promocionada
Remote Customer Service Rep
TradeJobsWorkforce98579 Rochester, WA, USTeletrabajo
A tiempo completo
- Oferta promocionada
Private Client Advisor
KeyCorpYelm, WA, USA tiempo completo
- Oferta promocionada
Office Administrator / Inside Sales
Builders FirstSourceLakewood, WA, USA tiempo completo
- Oferta promocionada
Psychological Operations Specialist
United States ArmyOakville, WA, USIndefinido
- Oferta promocionada
Licensed Private Client Banker
KeyCorpCentralia, WA, USA tiempo completo
- Oferta promocionada
- Nueva oferta
Specialty Sales Team Leader
USA JobsGig Harbor, WA, USA tiempo completo
Customer Retention Sales Manager
Rustman AgencyLacey, Washington, USA tiempo completo
Quick Apply
- Oferta promocionada
Loan Officer
Guild MortgageElma, WA, USA tiempo completo
- Oferta promocionada
- Nueva oferta
Sales Lead
Radius RecyclingLakewood, WA, USA tiempo completo
- Oferta promocionada
Client Success Manager
TradeJobsWorkForce98579 Rochester, WA, USA tiempo completo
- Oferta promocionada
Client Service Specialist
Umpqua BankShelton, WA, USA tiempo completo
- Oferta promocionada
Principal CSR Analyst
TradeJobsWorkForce98579 Rochester, WA, USA tiempo completo
- Oferta promocionada
Air Interdiction Agent
U.S. Customs and Border ProtectionRochester, WA, United StatesA tiempo completo
- Oferta promocionada
Business Development Agent Virtual
TradeJobsWorkForce98579 Rochester, WA, USA tiempo completo
- Oferta promocionada
Senior Sales Representative
TradeJobsWorkforce98579 Rochester, WA, USA tiempo completo
- Oferta promocionada
Professional Sales Representative
La-Z-BoyLacey, WA, USA tiempo completo
- Oferta promocionada
Strategic Sales Account Representative
Copiers Northwest IncLacey, WA, USA tiempo completo
- Oferta promocionada
Specialty Sales Team Leader
TargetGig Harbor, WA, USA tiempo completo
- Oferta promocionada
Insurance Agency Owner - Yelm, WA
American Family InsuranceYelm, WA, USA tiempo completo
- Oferta promocionada
Financial Solutions Advisor - South Puget Sound Area
Bank of AmericaLacey, WA, USA tiempo completo