TheJobsMap53 open roles
Client Associate I
Job description
POSITION SUMMARY
The Client Service Associate I role is to support one or more Financial Advisors with the establishment, servicing and maintenance of investment accounts. The Client Service Associate will have a daily and active role in client retention and growth through excellent customer service that is provided via phone, mail, electronically and face to face.
The Client Service Associate will also be responsible for maintaining client and branch compliance files that are audited an annual basis.
Description copied from Tri Counties Bank's careers page. Read the full posting before you apply.
More jobs at Tri Counties Bank
Personal Banker II or Senior Banker
Tri Counties Bank· Shasta Lake, CA, USAReg E Dispute Resolution Specialist I or II
Tri Counties Bank· Chico, CA, USATeller
Tri Counties Bank· Daly City, CA, USATeller or Personal Banker - Redding Cypress
Tri Counties Bank· Redding, CA, USASenior Banker
Tri Counties Bank· Modesto, CA, USA
More jobs in Bakersfield
Delivery Representative
UGI· Bakersfield, CA, US· $60kProduction Associate - Utility IV
Cintas· Bakersfield, CA, US· $38k – $48kDriver - Technician - Environmental
Mountain Recovery Road Solutions· Bakersfield, CAHybrid Warehouse and Customer Support Rep
Emser Tile· Bakersfield - Bakersfield, CA 93313-2300ECE Substitute Instructional Aide
Farmworker Institute of Education and Leadership Development· Bakersfield, CA 93307· $35k