Senior Client Service Associate (Private Wealth)
Job position: Senior Client Service Associate (Private Wealth), San Francisco, CA, USA
-accounts Cash transaction processing (checks, ACH, wires, journal transfers) Manage clients quarterly tax payments... Analysis, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Transaction.....
Job Location: San Francisco, CA, USASalary: $65000 - 90000 per year
Company: CIBC
Job posted: 17 Jan 2025
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