- KeyBank (Portland, ME)
- …Street, Suite 301 - Portland, Maine 04101 **JOB BRIEF (PURPOSE)** Provide centralized portfolio management support enabling Portfolio Managers and Portfolio ... to provide effective strategies, solutions and optimal levels of service that exceed client expectations. This position collaborates and...of the relationship management team to assure that the Wealth Segment goals are met by executing the client… more
- KeyBank (Fort Myers, FL)
- …Associates. Enlist assistance from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client accounts. + Identify ... and problem resolution throughout each step of the KPB service and client experience process. Supports...and maintain effective working relationships with other team members, Wealth Services , and centralized support areas to… more
- KeyBank (Portland, ME)
- …Suite 301 - Portland, Maine 04101 **JOB BRIEF (PURPOSE)** Provide centralized portfolio management and advice to provide effective strategies, solutions and optimal ... levels of service that exceed client expectations. This position collaborates and...of the relationship management team to assure that the Wealth Segment goals are met by executing the client… more