- Coldstream Wealth Management (Bellevue, WA)
- …experience by building reports, dashboards, and maintaining data quality in Salesforce) Keyword: Centralized Client Service Associate From: Coldstream ... to client -facing team members? If so, our Centralized Client Service Specialist position...expected within 6 months. + Microsoft Office Specialist: Excel ( Associate /Expert) is valued but not required at hire; we… more
- KeyBank (Seattle, WA)
- …is responsible for assisting the KIS Sales Force in achieving sales goals, customer service , business growth and client retention. This individual would be a ... 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302 **ABOUT THE JOB (JOB BRIEF):** Within the Service Center of Key Investment Services (KIS), this individual… more
- TIAA (Seattle, WA)
- …and quality improvements in processes and systems to positively impact bottom-line and/or client service . + Assist Portfolio Managers in reviewing and planning ... direction and results. This role will contribute to the success of overall client management by leading the partnership with Wealth Management and the Chief… more