Current jobs related to Wealth Management Seasonal Client Associate - Tacoma, Washington - Bank of America
-
Wealth Management Associate
2 weeks ago
Tacoma, Washington, United States Equitable Full timeAbout Equitable AdvisorsEquitable Advisors is a leading financial services firm dedicated to helping individuals and organizations achieve their financial goals. Our mission is to provide innovative solutions and exceptional service to our clients, while fostering a culture of diversity, equity, and inclusion.Job SummaryWe are seeking a highly motivated and...
-
Seasonal Sales Associate
3 weeks ago
Tacoma, Washington, United States Michaels Stores Full timeJob SummaryWe are seeking a Seasonal Sales Associate to join our team at Michaels Stores. As a Seasonal Sales Associate, you will be responsible for providing exceptional customer service, maintaining a high level of product knowledge, and ensuring a positive shopping experience for our customers.Key ResponsibilitiesProvide fast and friendly checkout...
-
Seasonal Sales Associate
1 week ago
Tacoma, Washington, United States GameStop Full timeJob SummaryAt GameStop, we're committed to delivering exceptional gaming experiences to our customers. As a Seasonal Sales Associate, you'll play a key role in supporting our store team during peak sales periods. Your primary focus will be on providing outstanding customer service, maintaining a clean and organized store environment, and contributing to...
-
Client Relations Manager
4 weeks ago
Tacoma, Washington, United States Compass Group Careers Full timeJob OverviewPosition Title: Client Services ManagerPay Grade: 13Salary: $80,000Company Overview: Compass Group is dedicated to enhancing workplace experiences through innovative solutions in food and service. Our brand, Canteen, focuses on providing exceptional service and culinary experiences to create a better environment for employees.Role Summary: The...
-
Client Success Leader
4 weeks ago
Tacoma, Washington, United States Actriv Healthcare Full timeRole OverviewThe Client Success Leader at Actriv Healthcare plays a pivotal role in managing the recruitment, placement, and retention of healthcare professionals across various client facilities. This position encompasses strategic planning, team leadership, and ensuring adherence to industry standards to fulfill client requirements while maintaining...
-
Travel Nurse RN Case Manager
3 weeks ago
Tacoma, Washington, United States HealthEcareers - Client Full timeHealthEcareers - Client is seeking a skilled Travel Nurse RN Case Manager to join their team.Job SummaryThis is a travel nursing opportunity for a Registered Nurse (RN) with experience in Case Management. The successful candidate will be responsible for providing high-quality patient care and managing patient cases in a fast-paced healthcare environment.Key...
-
Travel Nurse RN Case Manager
1 week ago
Tacoma, Washington, United States HealthEcareers - Client Full timeJob Title: Case Manager Registered NurseWe are seeking a skilled Case Manager Registered Nurse to join our team at HealthEcareers - Client. As a Case Manager RN, you will play a vital role in coordinating continuity of care for patients, ensuring seamless transitions between healthcare settings.About the Role:Coordinate patient care across various healthcare...
-
Trust Administration Associate Attorney
4 weeks ago
Tacoma, Washington, United States Jobot Full timePosition Overview:We are currently seeking a talented and experienced Associate Attorney specializing in Trust Administration to become a vital part of our esteemed legal practice. This role is ideal for an individual with a robust background in estate planning and a commitment to delivering exceptional legal services.Key Responsibilities:- Provide...
-
Travel Nurse RN Case Manager
1 week ago
Tacoma, Washington, United States HealthEcareers - Client Full timeJob OpportunityHealthEcareers - Client is seeking a skilled travel nurse RN Case Management professional to join their team.Job DetailsSpecialty: Case ManagementDiscipline: RNDuration: 13 weeks40 hours per weekShift: 8 hours, daysEmployment Type: TravelThe ideal candidate will have experience in case management and a strong understanding of nursing...
-
Travel Nurse RN Case Manager
2 weeks ago
Tacoma, Washington, United States HealthEcareers - Client Full timeHealthEcareers - Client is seeking a skilled Travel Nurse RN Case Manager to join their team. As a Travel Nurse RN Case Manager, you will play a vital role in ensuring the highest level of patient care and satisfaction.Job SummarySpecialty: Case ManagementDiscipline: RNEmployment Type: TravelThe ideal candidate will have excellent communication and...
-
Litigation Associate
3 weeks ago
Tacoma, Washington, United States Chock Barhoum LLP Full timeChock Barhoum - Litigation AssociateAre you looking for a vibrant and adaptable workplace that provides the flexibility to work remotely or in-office? Chock Barhoum, a prominent civil litigation defense firm, is recognized for managing a wide array of complex cases in both state and federal courts. Our commitment to fostering a healthy work-life balance...
-
Travel Nurse RN Case Manager
2 weeks ago
Tacoma, Washington, United States HealthEcareers - Client Full timeHealthEcareers - Client is seeking a skilled Travel Nurse RN Case Manager to join their team. As a Travel Nurse RN Case Manager, you will be responsible for providing high-quality patient care and case management services to patients in a variety of settings.Job SummaryProvide case management services to patients with complex medical needs, including...
-
Travel Nurse RN Case Manager
2 weeks ago
Tacoma, Washington, United States HealthEcareers - Client Full timeHealthEcareers - Client is seeking a skilled Travel Nurse RN Case Manager to join their team.Job SummaryThe ideal candidate will possess strong clinical expertise and excellent communication skills to effectively manage patient care and coordinate with healthcare teams.Key ResponsibilitiesCase Management: Develop and implement individualized care plans to...
-
Travel Nurse RN Case Manager
5 days ago
Tacoma, Washington, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN Case ManagementTalent4Health is seeking a skilled travel nurse RN Case Management professional for a travel nursing opportunity in Tacoma, Washington.Job Description & RequirementsSpecialty: Case ManagementDiscipline: RNDuration: 13 weeks40 hours per weekShift: 8 hours, daysEmployment Type: TravelAbout Talent4HealthA leader in...
-
Client Service Specialist
5 days ago
Tacoma, Washington, United States Compass Group Careers Full timeJob DescriptionWe are seeking a highly skilled Client Service Specialist to join our team. As a key member of our operations team, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Audit and manage vending, micromarkets, and office coffee operations to ensure...
-
Travel Nurse RN Case Manager
1 week ago
Tacoma, Washington, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN Case ManagementPlanet Healthcare is seeking a skilled travel nurse RN Case Management professional to join our team in Tacoma, Washington.Job Description & RequirementsSpecialty: Case ManagementDiscipline: RNDuration: 12 weeks40 hours per weekShift: 8 hours, daysEmployment Type: TravelOur travel nurse RN Case Management position...
-
Travel Nurse RN Case Manager
7 days ago
Tacoma, Washington, United States HealthEcareers - Client Full timeJob Title: Case Manager Registered NurseMedPro Healthcare Staffing is seeking a skilled Case Manager Registered Nurse (RN) for a travel assignment with one of our top healthcare clients.Job Summary:The ideal candidate will have 18 months of recent experience in an Acute Care Case Management setting, an active RN license, BLS certifications, and a degree from...
-
Senior Client Relationship Manager
4 weeks ago
Tacoma, Washington, United States Alera Group Full timeAlera Group is seeking a Senior Client Relationship Manager to work with our esteemed clientele in the Personal Lines sector. Are you eager to join a company that offers remarkable opportunities for professional development and the chance to make a meaningful difference? Become part of a team where every member is encouraged to engage openly, communicate...
-
Client Relations Associate
4 weeks ago
Tacoma, Washington, United States SmartTalent Full timeJob OverviewSmartTalent is seeking a dedicated Customer Service Specialist to join our team. If you excel at creating positive experiences and building strong relationships, this role may be ideal for you.COMPENSATION: $20 - $25/hourly based on experiencePOSITION: Customer Service SpecialistWORK HOURS: Monday – Friday, 8am – 4:30pmEMPLOYEE...
-
Senior Client Relationship Manager
4 weeks ago
Tacoma, Washington, United States Alera Group Full timeThe Senior Client Relationship Manager is responsible for fostering strong client connections by effectively supporting the Employee Benefits (EB) Consultants in delivering exceptional customer service and renewal assistance for a designated portfolio of accounts, including those that are larger and more intricate, such as self-funded medical plans. This...
Wealth Management Seasonal Client Associate
5 months ago
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, 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 with 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 our service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and supports the other Client Associates with following up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskSupports the Identification, deepening, and maintenance of client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetSkills:Account ManagementClient ManagementCustomer and Client FocusIssue ManagementOral CommunicationsBusiness DevelopmentClient Solutions AdvisoryPipeline ManagementPrioritizationAdministrative ServicesEmotional IntelligenceReferral IdentificationWritten CommunicationsShift:1st shift (United States of America)Hours Per Week: 20