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Client Service Associate Jobs in Louisville, Kentucky

6 jobs

POSITION SUMMARY: Under minimal supervision, provides support in all phases of client service, client relationships building, and account maintenance to assist the business activities of the Financial Consultant(s). Transacts business on behalf of and under the guidance of Financial Consultant(s). Routine contact with internal and external customers is required to obtain, clarify or provide facts...
Founded in 1904 in Louisville, Kentucky, Stock Yards Bank has become one of the region's premier community banks - renowned for the close, personal attention that distinguishes us from other financial institutions in our market. We are wholly owned by Stock Yards Bancorp, Inc., a publicly traded bank holding company traded on the NASDAQ under the ticker symbol SYBT. We actively seek the best and b...
SUMMARY OF RESPONSIBILITIES Under moderate supervision assists Financial Advisor with the maintenance of customers’ accounts and performs a wide variety of administrative support duties. MAJOR DUTIES Maintains accurate customer account records. Assists in the opening of customer accounts. Processes customer account changes. Provides reports and other information to Financial Advisor as neede...
Wealth Management Associate Job Number: 3063227 Posting Date : Jun 2, 2016 Primary Location : Americas-United States of America-Kentucky-Louisville Job : Wealth Management Employment Type: Full Time Job Level: Professional Description POSITION SUMMARY: The Wealth Management Associate is a client-facing role. Through a combination of marketing methods, client-management skills, and mar...
POSITION SUMMARY: The Wealth Management Associate is a client-facing role. Through a combination of marketing methods, client-management skills, and market and product knowledge, the Wealth Management Associate partners with team members to address the specific needs and service issues of high net worth clients in order to cultivate existing client relationships. DUTIES and RESPONSIBILITIES: In...
Shift Lead Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the Practice Manager and/or Chief of Staff (COS) to ensure effective communication with all ...