- 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
- 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
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Client Relations Associate
3 weeks ago
Derive Enterprise San Antonio, United StatesThe Entry Level Client Relations Associate works on-site during our marketing & promotional campaigns and provides support to the team at our corporate headquarters here in San Antonio. We specialize in customer retention and customer acquisitions for our clientele. · In this en ...
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Associate Client Manager
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Client Service Associate
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gpac San Antonio, United StatesJob Description · Are you looking for a new job opportunity? · We are seeking a Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative support ...
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Associate Client Manager
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Wealth Management Client Associate
3 weeks ago
VIP Staffing San Antonio, United States Full timeWe are a leading global financial services firm, providing wealth management, investment banking, and advisory services to clients worldwide. Our commitment to excellence, integrity, and client-centric solutions has made us a trusted partner for individuals, families, and institu ...
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Quality Control Technician
1 week ago
Actalent San Antonio, United States Full timeActalent is now hiring Quality Control Lab Technicians for a food science lab settings in San Antonio, Tx · Description: · The Quality Control Technician is responsible for monitoring, documenting, and enforcing policies as well as training key team members and taking critical co ...
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Lead Generative AI Program Manager
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USAA San Antonio, United States Full timeWhy USAA? · At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working a ...
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Assistant/project Manager
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DNT Construction San Antonio, United StatesDNT Construction, LLC is now accepting resumes for a full-time Assistant Project Manager. · **Duties And Responsibilities**: · The assistant project manager will be located in our San Antonio office and will assist in managing multiple assigned projects from award through project ...
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Library Services Specialist
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Business Strategy and Planning Director
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Business Operations Analyst Senior
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Dual Front Office Agent
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AC Hotel San Antonio Riverwalk San Antonio, United States**_Do you gain personal satisfaction from solving puzzles? Come let us help you grow your career_**: · **Winston Hospitality is looking for Guest Service Representatives for its dual-branded 363 room AC Hotel by Marriott and Element by Westin in San Antonio, TX.** · If you enjoy ...
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Dual Front Office Night Audit
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Assistant Project Manager
2 days ago
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Customer Experience Associate Iii
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Program Manager
2 days ago
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Document Control Specialist
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Customer Service Associate
3 days ago
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Wealth Management Client Associate - San Antonio, United States - VIP Tech
Description
Job Description
Job DescriptionWe are a leading global financial services firm, providing wealth management, investment banking, and advisory services to clients worldwide. Our commitment to excellence, integrity, and client-centric solutions has made us a trusted partner for individuals, families, and institutions.
Job Summary
You will be 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.
Job Description
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.
We believe 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.
We 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
Responsibilities:
Skills:
Company Description
VIP Staffing is a regional staffing company specializing in filling temporary, temp-to-hire and permanent placement positions. We command excellence from our employees, provide superior customer service, support generous community involvement all while strengthening our position as a leader and innovator in the staffing industry
Wealth Management Client Associate professionals in San Antonio
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Carmina Ledezma
Growth mindset, helper, think outside of the box
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Emily Gifford
Aspiring Data Analyst
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Jaime Contreras, MBA, CISM, CISA
IT Security Specialist
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Leslie Salmi
Talent Acquisition Recruiter
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Brenden O'Sullivan
Accounts Receivables Specialist
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dyana matthews
IT / General Worker