Client Relationship Associate

2 weeks ago


Tahoe City, United States Bank of Montreal Full time
Position Overview:
As a Client Relationship Associate, you will play a vital role in delivering outstanding service to our valued customers. Your primary responsibility will be to understand and address customer needs effectively.

Key Responsibilities:
1. Provide exceptional service to clients and potential customers.
2. Assess customer requirements and offer tailored advice and guidance.
3. Foster strong relationships with clients to enhance their banking experience.

Job Family Group:
Retail Banking Sales & Service

Work Schedule:
Part-time, 20 hours per week.

Skills and Qualifications:
- Strong customer service orientation.
- Excellent communication and interpersonal skills.
- Ability to identify and meet customer needs effectively.

Join us in creating a positive impact on our customers' financial journeys.

  • Kansas City, United States American Century Investment Services, Inc. Full time

    American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm's 1,400 employees serve financial professionals, institutions, corporations, and individual investors, offering...

  • Relationship Banker

    3 days ago


    South Lake Tahoe, California, United States Bank of America Full time

    About the RoleAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker - Client Engagement Specialist, you will play a critical role in building strong relationships with our clients and providing them with tailored solutions to meet their financial...


  • Earth City, United States Zenith American Full time

    Job DescriptionJob DescriptionTitle: Director, Client Relationship Department: Client ServicesBargaining Unit: NBU Grade: N/A Position Type: Exempt Hours per Week: 40Position SummaryThe Director, Client Relationship directly leads a defined book of business (BOB), comprising a set of named clients, in accordance with Company guidelines, client needs, and...


  • Earth City, United States Zenith American Full time

    Job DescriptionJob DescriptionTitle: Director, Client Relationship Department: Client ServicesBargaining Unit: NBU Grade: N/A Position Type: Exempt Hours per Week: 40Position SummaryThe Director, Client Relationship directly leads a defined book of business (BOB), comprising a set of named clients, in accordance with Company guidelines, client needs, and...


  • Studio City, California, United States CNB Full time

    CLIENT RELATIONSHIP SPECIALIST - PBBWHAT IS THE OPPORTUNITY?The primary role of the Client Relationship Specialist is to engage directly with clients on a daily basis, managing all facets of client service, operational responsibilities, and sales consultations.This position requires expertise in delivering exceptional client service and assisting clients...


  • Culver City, United States Kforce Inc Full time

    Kforce is a solutions firm specializing in technology and professional staffing services. Each year, we help more than 30,000 people find work. We partner with more than 3,000 companies, including a significant majority of the Fortune 500, to find solutions for their talent, team and project needs.At Kforce, we thrive on building lasting relationships and...


  • Culver City, United States Kforce Inc Full time

    Kforce is a solutions firm specializing in technology and professional staffing services. Each year, we help more than 30,000 people find work. We partner with more than 3,000 companies, including a significant majority of the Fortune 500, to find solutions for their talent, team and project needs.At Kforce, we thrive on building lasting relationships and...


  • Kansas City, Missouri, United States UpdatePromise Full time

    Become a Part of UpdatePromiseAt UpdatePromise, we are not just a tech firm; we are a vibrant ecosystem where innovation flourishes and creativity knows no bounds. Our mission is to redefine the landscape of technology, and we are on the lookout for individuals who are eager to contribute to this transformative journey.As a Client Relationship Manager at...


  • Jersey City, United States DTCC Full time

    Job Description Are you ready to make an impact at DTCC?   Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets.  We're committed to helping our employees grow and succeed. We believe that...


  • Forrest City, Arkansas, United States Unisys Full time

    Job Summary:We are seeking a highly skilled and experienced Senior Client Relationship Manager to join our team at Unisys. As a key member of our sales team, you will be responsible for managing client relationships and identifying new sales opportunities.Key Responsibilities:Develop and maintain strong relationships with key decision makers and stakeholders...


  • Alexander City, Alabama, United States augmentjobs Full time

    Job Title: Client Relationship ManagerJob Overview: As a Client Relationship Manager at Augment Jobs, you will play a pivotal role in driving business growth by fostering strong relationships with clients and delivering exceptional service.Key Responsibilities:Client Relationship Building: Develop and maintain long-term relationships with clients to...


  • Iowa City, Iowa, United States U.S. Bank Full time

    Job DescriptionAt U.S. Bank, we're committed to delivering exceptional customer experiences and helping our clients achieve their financial goals. As a Client Relationship Specialist, you will play a critical role in building and maintaining strong relationships with our clients, providing personalized guidance and support to help them navigate their...


  • Kansas City, Missouri, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to delivering exceptional customer experiences and building long-lasting relationships with our clients. As a Client Relationship Consultant, you will play a critical role in achieving this goal by providing personalized support and guidance to our customers.Key ResponsibilitiesBuild and Foster Relationships:...


  • Jefferson City, Missouri, United States Walker Kesterson - State Farm Agent Full time

    Client Relationship Manager - State Farm Agent Team MemberOverview: As a Client Relationship Manager for Walker Kesterson - State Farm Agent, you will be instrumental in enhancing our operational efficiency and ensuring customer satisfaction. Your primary duties will involve cultivating robust client connections, acting as a liaison between client...


  • Jersey City, New Jersey, United States Ascension Management Full time

    Welcome to Ascension ManagementAscension Management is committed to assisting our clients in enhancing their brands and achieving increased market presence through strategic communication and innovative marketing methodologies. We are in search of a proactive Client Relationship Manager to facilitate the expansion of our clients' enterprises.Position: Client...


  • Kansas City, Missouri, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to delivering exceptional customer experiences and building long-lasting relationships with our clients. As a Client Relationship Consultant, you will play a critical role in achieving this goal.Key ResponsibilitiesBuild and foster relationships with clients through proactive outreach and follow-up, asking...


  • Kansas City, Missouri, United States SS&C Technologies Full time

    Job DescriptionJob Title: Client Relationship ManagerLocation: Kansas City, MO | HybridJob Type: Full-timeIndustry: Financial ServicesCompany: SS&C TechnologiesAbout the Role:We are seeking a highly skilled Client Relationship Manager to join our team at SS&C Technologies. As a Client Relationship Manager, you will be responsible for developing and...


  • Garden City, Michigan, United States Phaxis Full time

    Position Overview:The Client Relationship Executive plays a vital role in sales and customer support, focusing on promoting the services of Phaxis to both existing and prospective clients. This position is essential for nurturing strong client relationships while effectively managing accounts to meet annual sales and service goals. The role encompasses the...


  • Foster City, California, United States QuinStreet Full time

    Client Relationship StrategistCompany OverviewQuinStreet is dedicated to making the digital media landscape accessible and efficient for our marketing partners. We connect high-intent consumers within one of the largest media networks in the nation to the most suitable solutions and clients.Our cutting-edge segmentation and matching technology empowers...


  • Bossier City, Louisiana, United States Citizens National Bank of Bossier City Full time

    Job OverviewThe Client Relationship Specialist serves as a vital point of contact for customers, businesses, and visitors at Citizens National Bank of Bossier City. This role is essential in delivering exceptional customer service and embodying the bank's commitment to professionalism.The Client Relationship Specialist will assist both existing and...