Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction. Attends...
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...
Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools. Monitors, analyzes, and reviews the current market environment and research portfolio recommendations. Monitors and...
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...
Provides excellent Client Service to the bank's clients through educating them on all of our service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and supports the...
Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends. Escalates issues and provides resolution on complex inquiries, requests,...
Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction. Attends...