Client Associate jobs in Ketchikan, AK

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Wealth Management Client Associate
  • Bank of America
  • Juneau, AK FULL_TIME
  • Job Description:

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

    One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

    Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

    Job Description:
    This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

    Responsibilities:

    • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
    • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
    • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
    • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
    • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

    Skills:

    • Account Management
    • Client Management
    • Customer and Client Focus
    • Issue Management
    • Oral Communications
    • Business Development
    • Client Solutions Advisory
    • Pipeline Management
    • Prioritization
    • Administrative Services
    • Emotional Intelligence
    • Referral Identification
    • Written Communications

    Minimum Education Requirement:

    • 2 years post high school education and/or 4 years of professional or relevant internship experience; Undergraduate degree a plus

    Shift:

    1st shift (United States of America)

    Hours Per Week: 

    37.5
  • 1 Month Ago

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Client Services Specialist
  • Yakutat Tlingit Tribe
  • Yakutat, AK PART_TIME
  • POSITION DESCRIPTION POSITION: Client Services Specialist LOCATION: Mallott Avenue Building REPORTS TO: Office Manager WAGE RANGE: DOE EMPLOYMENT CLASSIFICATION: On-call, temporary Client Services Spe...
  • 1 Month Ago

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Flexible Schedule - Client Benefits Specialist
  • Global Elite Texas
  • Juneau, AK OTHER
  • Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!We're lo...
  • 16 Days Ago

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Flexible Schedule - Client Services Representative
  • Global Elite Texas
  • Juneau, AK OTHER
  • Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!We're lo...
  • 16 Days Ago

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Data associate
  • RetailData
  • Juneau, AK FULL_TIME
  • Flexible part time jobs now available in your area! Perfect for stay at home Mom and Dads! Looking for an independent part time job while your children are in school? As your children go back to schoo...
  • 16 Days Ago

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Sales Associate
  • FRANKLIN JEWELERS LLC
  • Juneau, AK FULL_TIME,TEMPORARY
  • Company Overview: Franklin Jewelers is a family owned and operated fine jewelry manufacturer and retailer with over 40 years of experience. Headquartered in New York City, we pride ourselves on provid...
  • 16 Days Ago

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0 Client Associate jobs found in Ketchikan, AK area

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Assistant Moving Center Supervisor
  • UHaul
  • Ketchikan, AK
  • Full description Are you a people person who loves to help others? Then consider becoming U-Haul's newest Assistant Gene...
  • 4/24/2024 12:00:00 AM

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Warehouse Selecter Publix
  • Publix
  • Ketchikan, AK
  • Responsibilities Selectors pull products ordered by Publix stores, place them onto pallets, wrap the finished order, and...
  • 4/24/2024 12:00:00 AM

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Full Time Clerk
  • Kroger
  • Ketchikan, AK
  • Responsibilities As a Retail Clerk, you're responsible for making sure that each customer's shopping experience is runni...
  • 4/24/2024 12:00:00 AM

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Warehouse Worker
  • Grainger
  • Ketchikan, AK
  • Responsibilities Primary Function: DCA PICKING - PACKING Full Time Performs tasks associated with the receipt, storage, ...
  • 4/24/2024 12:00:00 AM

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Complex Group Sales Manager (remote)
  • Salmon Falls Resort
  • Ketchikan, AK
  • Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management compa...
  • 4/23/2024 12:00:00 AM

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Customer Service Sales Specialist I-Ketchikan, AK
  • GCI
  • Ketchikan, AK
  • Job Description GCI's Customer Service Sales Specialist I will with your support and our GCI's products and solutions, t...
  • 4/23/2024 12:00:00 AM

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Financial Wellness Banker - Ketchikan
  • Key Bank
  • Ketchikan, AK
  • Occupation: Banking, Mortgage, InvestmentSpecialty: Personal BankerLocation:2501 Tongass Avenue - Ketchikan, Alaska 9990...
  • 4/22/2024 12:00:00 AM

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Direct Support Professional
  • Hearts and Hands of Care
  • Ketchikan, AK
  • Caregiver- Experience with High Behaviors BASIC FUNCTION : Provide ongoing services to clients and individuals with need...
  • 4/21/2024 12:00:00 AM

Ketchikan's GPS geographic coordinates are latitude 55.342 (slightly south of both Copenhagen, Denmark at 55.676 and Glasgow, Scotland at 55.864) and longitude -131.648. The city is located in southernmost Southeast Alaska on Revillagigedo Island, 700 miles (1,100 km) northwest of Seattle, Washington, 235 miles (378 km) southeast of Juneau, Alaska, and 88 miles (142 km) northwest of Prince Rupert, B.C., Canada. It is surrounded by the Tongass National Forest, which is managed by the United States Forest Service from its headquarters in the Ketchikan Federal Building downtown, and to the south...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$57,642 to $75,578
Ketchikan, Alaska area prices
were up 2.8% from a year ago

Client Associate
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
October 26, 2022
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
January 22, 2023
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
April 05, 2023
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 2023
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
April 24, 2023
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
May 02, 2023
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 2023
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
May 18, 2023