Wealth Management Client Associate Jobs in Kelowna

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Client Associate, Commercial Insurance

Navacord

profile Kelowna - Canada

THE ROLEThe Client Associate is a blended role of Client Coordinator and Client Manager. The Client Associate plays a central role in renewing existing accounts by servicing clients in assessing and fulfilling their needs to the highest standards of satisfaction. The Client Associate is an expert ad...

30+ days ago
Full Time

Wealth Management Client Associate

Bank Of America

profile Newport Beach - USA

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals companies and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth m...

30+ days ago
Full Time