Relationship Advisor Salary at Millenial Shift Technologies BETA

JobID: 210572438 Category: Client Service JobSchedule: Full time Posted Date: 2024-12-04T15:53:56+00:00 JobShift: Day : If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service related needs of a Private Banking client. This will entail working 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. Job responsibilities * 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 * Adhere to and maintain the firm'

JobID: 210568599 Category: Client Service JobSchedule: Full time Posted Date: 2024-10-22T23:07:21+00:00 JobShift: Day : Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe. Client Service Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to your portfolio. Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issu

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as desc

Job Description This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo). What You Will Do: Act as a liaison between the registered representatives and their clients. Answer phones, schedule appointments, and prepare materials for client meetings. Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients. Prepare and complete c

This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo). What You Will Do: * Act as a liaison between the registered representatives and their clients. * Answer phones, schedule appointments, and prepare materials for client meetings. * Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients. * Prepare and complete client pa

Private Client Advisor Wealth Management Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities. We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. **About the** **Career** **Opportunities in** **Columbia Trust Company** **:** Columbia Trust Company, a d

Job Description Job Description Client Services Support Location: Phoenix, AZ Status: Full-time - Exempt JOB SUMMARY: This position is responsible for both the client service and administrative functions necessary to support the client relationship and management of the client engagement. In this role, you’ll work directly with financial advisors to support their efforts with clients in growing their client base. You’ll be responsible for operational tasks and completing follow-ups, working to ensure our clients are well served. The ideal candidate would be self-motivated, sales-minded, customer-focused and detail-oriented with a high degree of computer literacy, the willingness to learn new processes, and the ability to merge into a team-oriented work environment. A service-based attitude and exceptional problem-solving skills are essential. TECHNICAL/SOFT SKILLS (Required) Exceptional client service and hospitality skills Enjoy collaborating and being a part of a team that puts clien

To partner with Financial Advisors in the onboarding and ongoing management of the Personal Advisor client relationships. Job Description: At Vanguard, we have a client-first mentality that we live and breathe every day through our mission,?to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.?As an Advice Support Representative, you will partner closely with advisors to efficiently serve our advised clients through the phone channel, while building your financial acumen. How youll make a difference: Answer inbound calls to meet the service and trading needs of both Vanguard advisors and advised clients. Partner with financial advisors to execute on multiple planning deliverables related to the managed client experience: onboarding, implementing portfolios, rebalancing, and meeting point-in-time monetary needs. Ask probing questions to identify client needs and collaborate with financial advisors and other business groups to b