Client Relationship Associate

Civista BankDescription:Position Purpose:A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan applications and responding to customer inquiries and requests while identifying opportunities to expand...

Relationship Manager/ Client Service AssociateSummaryThe Relationship Manager plays a vital role in supporting the Advisor in delivering exceptional service to clients by managing comprehensive administrative responsibilities, preparing client meetings, and fostering strong client relationships. This position requires expertise in client service, complex...

SENIOR RELATIONSHIP MANAGER/ CLIENT SERVICE ASSOCIATESummaryWe are seeking an experienced Relationship Manager to join a well-established, growing, and ensemble-based, private wealth management firm in West Des Moines, Iowa. The successful candidate will demonstrate expertise in client service, complex problem solving, communication, and relationship...

Our company has categorized itself as a high-level business consulting and customer acquisition firm. Our success and growth are in no doubt due to our exceptional Full Time Sales Associate Team. Dedicated to providing our nationally-recognized clients with exceptional customer service and cutting-edge sales strategies, we continue to act as a liaison...

DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals....

Job SummaryAs a highly skilled Association Services Relationship Manager, you will be responsible for developing and expanding relationships with property management companies, accounting firms, and community associations to achieve growth and sales objectives.Key ResponsibilitiesDevelop and execute a targeted prospect marketing plan to win new client...

Our high net worth investment advisory team is seeking a client service associate to manage client accounts and relationships by providing exceptional service and responding to all client inquiries and requests.Key Responsibilities:Serve as the primary point of contact for assigned clients, ensuring seamless day-to-day communication and supportField client...

Job SummaryWe are seeking a highly skilled and experienced Relationship Manager to join our team at Truist Community Bank. The successful candidate will be responsible for developing and expanding relationships with property management companies, accounting firms, and community associations.Key ResponsibilitiesDevelop and execute a targeted prospect...

Introduction: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...

DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals....

We are seeking a highly skilled Commercial Insurance Client Manager to join our team at York International Insurance Agency. The ideal candidate will have over 2 years of experience in Property & Casualty Insurance, with a strong understanding of commercial lines and account management.Responsibilities:Manage day-to-day account relationships with clients,...

Job OverviewWe are seeking a highly motivated Sales Associate to join our team at Stratford Davis Staffing LLC. As a Sales Associate, you will be responsible for cultivating and maintaining client relationships, delivering impactful product presentations, and working towards achieving individual and team sales targets.Key Responsibilities:Cultivate and...

DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...

Job DescriptionDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and...

Prepare and file standard, advanced and specialized applications and renewals across a variety of clients and industries Submit 50-100 applications per week (varies based on complexity of filings) Work closely with Customer Success Associate-Account Operations Associate, Customer Service, Operations, Associate, Service, Technology, Retail

Job Title: Legal Records AssociateReports To: The Legal Records Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Legal Records Associate provides exceptional office and records maintenance onsite. This position oversees the security, inputting/outputting, preservation,...

Job OverviewAt Atlas Advanage, we are seeking a highly motivated and results-driven Management Trainee to join our team. As a Management Trainee, you will have the opportunity to work with one of the most renowned household names for the latest in technology, top-of-the-line communications, and the best entertainment on the market.Key...

Client and Operations Associate The Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations...

Location: On site at location listed in job posting  If you are a go-to person for advice, then become a First Horizon Bank Relationship Banker! You will work to deepen the relationships with clients as their key contact for personalized banking and advice. You will use product knowledge, expertise, and exceptional customer service skills to help them...

Location: On site at location listed in job postingIf you are a go-to person for advice, then become a First Horizon Bank Relationship Banker! You will work to deepen the relationships with clients as their key contact for personalized banking and advice. You will use product knowledge, expertise, and exceptional customer service skills to help them achieve...