• Wealth Service Associate

    Citigroup (O'Fallon, MO)
    The Wealth Associate is a Client Service and Sales support position responsible for servicing and supporting internal and/or external clients primarily ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk...issues will be owned end to end by the associate and will be treated with a closed loop… more
    Citigroup (04/23/25)
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  • Registered Wealth Investment Services…

    Citigroup (O'Fallon, MO)
    The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk...issues will be owned end to end by the associate and will be treated with a closed loop… more
    Citigroup (03/04/25)
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  • Private Wealth Management Relationship…

    Regions Bank (Clayton, MO)
    …making follow up telephone calls, and preparing and maintaining client marketing materials o Collaborates with private wealth management and sales team to ensure ... Wealth administration, Trust Support administration or related experience o OR a Bachelor's degree and two (2) years...o Skilled in identifying and socializing best practices o Distinct organizational and customer service skills… more
    Regions Bank (05/08/25)
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