- KeyBank (Seattle, WA)
- **Location:** 1301 5th Avenue - Seattle, Washington 98101 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and ... retain client relationships. The CRA will be an active member...of interest, and acting in the best interests of Key 's clients and Key . **Education Qualifications** +… more
- KeyBank (Seattle, WA)
- …problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the ... Key Private Client Program and will focus on...Key Private Client Program and will focus on the entire ...needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank ,… more
- Bank of America (Bellevue, WA)
- Private Wealth Client Associate Bellevue, Washington **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank 's clients through educating them on all… more
- KeyBank (Seattle, WA)
- …objectives. + Is well versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor. + ... relationship reviews and offer ideas and strategies to actualize client aspirations and further position Key as...develop new business referrals and to enhance the Community Bank 's image. + May advise a portfolio of Investment… more
- KeyBank (Seattle, WA)
- …and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both ... team model, to high-net-worth clients with complex financial needs. Fulfills Key 's fiduciary responsibilities, ensuring retention of business and reputation Advises… more
- KeyBank (Redmond, WA)
- …Way - Redmond, Washington 98052-4453 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client ... **Responsibilities** + Focusing on planning, will partner with a Private Client Advisor in the coordination and...investment referral opportunities from new clients and the existing bank client base. + Develop a complete… more
- KeyBank (Seattle, WA)
- …the technical skills and financial acumen, necessary to build a successful and client -centric financial practice. The Private Client ADPD participant will ... necessary to become a successful advisor here at KeyBank. Private Client Advisor's focus will be on...investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects… more
- KeyBank (Seattle, WA)
- …E Yakima Avenue - Yakima, Washington 98901 **Job Description Preview** **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client ... personnel to identify investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- JPMorgan Chase (Seattle, WA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build...success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners… more
- RD Barnett PLLC (Seattle, WA)
- …team is seeking a self-motivated, growth-oriented Accounting Manager to join our Client Services Team. The Accounting Manager will work closely with RD Barnett ... clients with proactive guidance and support to instill best practices, and ensure client books and records are in tip-top-shape for tax returns. In this role,… more