- Bank of America (Tacoma, WA)
- Wealth Management Client Associate Tacoma, Washington **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Equitable (Tacoma, WA)
- Wealth Management Associate - Retirement Benefits Group - WA, Tacoma, Camas, Vancouver, Olympia, Puyallup, Auburn, Lacey (2627) ( 200003T1 ) **Primary ... to succeed. Our training program consists of training across numerous areas: client management skills, sales skills, market development, product knowledge,… more
- Broadridge Financial Solutions (Olympia, WA)
- …+ Log call notes in Salesforce and JIRA applications Customer Relationship Management + Maintain client relationships focused on customer satisfaction and ... Editor/tool knowledge base and support + Guide customers through Corporate Client Intranets, policies and procedures Troubleshooting/Case Management +… more