- Bank of America (Tacoma, WA)
- Wealth Management Client Associate Tacoma, Washington **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Broadridge Financial Solutions (Olympia, WA)
- …education + Log call notes in CRM and JIRA applications Customer Relationship Management + Maintain client relationships focused on customer satisfaction and ... Editor/tool knowledge base and support + Guide customers through Corporate Client Intranets, policies and procedures Troubleshooting/Case Management +… more