2 asset management jobs found in Idaho Falls, ID

Location: 501 Broadway, Idaho Falls Idaho Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned with the clients' financial goals. The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process. Essential Functions Identifies opportunities to retain, expand and acquire client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions. Engages and coordinates the extended advisory team based on client...

Position Summary... What you'll do... Provides member service. Maintains the checkout area. Resolves member issues and concerns. Promotes Sam's Club products and services. Provides guidance and support to members regarding self-service technology. Processes member purchases. Assists with payments, returns, refunds, and exchanges according to company policies and procedures for different membership and payment types. Follows company safety standards, procedures, and guidelines, including conducting safety sweeps. Follows proper procedures for handling merchandise. Corrects and reports unsafe situations to facility management. Maintains entrance areas. Acknowledges members, verifies membership cards, and identifies member needs. Assists members with purchasing decisions. Locates merchandise. Resolves member...