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Harbor Capital Advisors

Boston, Massachusetts

Aspyre Wealth Partners Logo
Aspyre Wealth Partners

Overland Park, Kansas

STRATA Trust Company, Inc. Logo
STRATA Trust Company, Inc.

Waco, Texas

Carnegie Investment Counsel Logo
Carnegie Investment Counsel

Cleveland, Ohio

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Client Associate
Position Summary: Client Associates are empowered to serve our clients and exceed their expectations through service delivery excellence. Client Associates are fully knowledgeable and skilled in the areas of teller, vault, safe deposit, and has basic knowledge of opening consumer, business and commercial deposit accounts, and accepting basic consumer credit applications to support the Advisors and Guides in providing solutions that support our client’s financial wellness goals.  To support a culture of learning and development Client Associates are also expected to provide leadership, training and support to less experienced Service Associates. Essential Responsibilities: Job Function 1: Client Service and Suppo


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