- US Bank (Milwaukee, WI)
- …learn new skills and discover what you excel at-all from Day One. **Job Description** _The ETF Client Service Manager is responsible for ensuring a high ... timely delivery of service ; and overall effective operational support for our ETF client base. They will act as a single point of contact, escalation point,… more
- UMB Bank (Milwaukee, WI)
- …and strategic contact for clients being serviced by the department + Reviews ETF client onboarding configurations. + Advocates to improve system functionality ... agent) of exchange traded funds in conjunction with Senior Manager and/or Manager direct reports. Interacts with...+ Strong relationship development skills and an aptitude for client service + Exhibit initiative in a… more
- BMO Financial Group (Watertown, WI)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the ... solution in the best interest of the customer. Determines client needs and provides solutions though the sales of...and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and… more