- Truist (Atlanta, GA)
- …NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team ... support. 2. Gain proficient understanding of product knowledge and continuously develop client service skills. 3. Research account and transaction records to… more
- Kestra Financial (Deerfield, IL)
- …estate planning. Being a "full service " firm allows for us to better service our client needs from personal investing and retirement planning to life ... needed and direct/take messages appropriately and according to firm guidelines. + Manage client needs regarding processing, service , and problem resolution in a… more
- Vanguard (Scottsdale, AZ)
- …all investors, to treat them fairly, and to give them the best chance for investment success." As an Advice Support Representative , you will partner closely with ... Job Description : At Vanguard, we have a client -first mentality that we live and breathe every...a difference: + Answer inbound calls to meet the service and trading needs of both Vanguard advisors and… more
- Vanguard (Malvern, PA)
- … experience to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting ... fairly, and to give them the best chance for investment success." In this role, you will connect with...supported when they call in to Vanguard. As a Client Service Excellence Representative , you… more
- Vanguard (Charlotte, NC)
- … experience to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting ... fairly, and to give them the best chance for investment success." In this role, you will connect with...supported when they call in to Vanguard. As a Client Service Excellence Representative , you… more
- Atria Wealth Solutions (Pensacola, FL)
- …of insurance/ investment products and services to achieve the financial client 's goals as a registered representative /advisor/agent of Navy Federal ... planning needs to NFIS Financial Advisors when needed. Responsibilities + Provide investment industry expertise to client investment consultations and… more
- Ally (Tallahassee, FL)
- …shouldn't your opportunities be, too? **The Opportunity** The Ally Invest Trading and Client Service Representative is responsible for providing exceptional ... a variety of clients. * 1-5 years of prior investment or operations related experience. * Solid understanding and...focusing on execution, accuracy and efficiency. * Experience processing client service requests a full service… more
- Owens Realty Services (Orlando, FL)
- …Now Overview Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment , management, maintenance, housekeeping and ... Acquisitions Analyst ( Investment and Acquisitions) Orlando, FL, United States of...to work. We have a reputation for outstanding customer service , professionalism, teamwork, and exceeding client expectations.… more
- SMBC (New York, NY)
- …**Role Description** Our SMBC Transactional Banking Department (TRBD) is looking for a Client Service Representative who will be responsible for addressing ... Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal...of generating invoices. Keep close communication with the Senior Client Service Representatives on daily tasks and… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and...services. + Directly responsible for providing timely responses to client service requests, received via telephone or… more
- Navy Federal Credit Union (Pensacola, FL)
- …mixture(s) of insurance/ investment productsand services to achieve the financial client 'sgoals as a registered representative /advisor/agent of Navy Federal ... planning needs to NFIS Financial Advisors when needed. Responsibilities + Provide investment industry expertise to client investment consultations and… more
- CBRE (Boston, MA)
- …of our client mandates. + Play an active role in investment advisory transactions from start to finish, including legal documentation and closing logistics. ... Investment Banking Real Estate Associate Job ID 191678 Posted 01-Nov-2024 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets… more
- CBRE (Orlando, FL)
- SVP Development Investment - Trammell Crow Company Job ID 160994 Posted 04-Apr-2024 Service line REI Segment Role type Full-time Areas of Interest Development ... who are committed to upholding our RISE (Respect, Integrity, Service , Excellence) Values. Our RISE values fuel our mission...SVP D&I role is responsible for multifamily development and investment activities in the Orlando, FL market. The role… more
- Truist (Jupiter, FL)
- …the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, ... Advisor team to increase assets under management, sales and service . 3. Develop and maintain a profitable level of...other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment… more
- Bank of America (Lincoln, RI)
- …job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to ... Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 &...variety of products. This role is responsible for phone-based service to relationship role where the representative … more
- Randstad US (Columbus, OH)
- client services representative . + columbus , ohio...within a Fortune 100 organization after 1 year of service Hours of Operation: Monday - Friday: 8:00 AM - ... will be randomly assigned-38.75 hour work week. About the Job: As a Representative , you will provide extraordinary care to members, partners, plan sponsors and … more
- CBRE (New York, NY)
- Investment Banking Analyst Job ID 194328 Posted 19-Nov-2024 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets Location(s) New ... sellers, and sources of capital, distribution and expertise. + Handle client expectations and projects via ongoing weekly check-ins, including agendas, project… more
- Truist (Sarasota, FL)
- …relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for ... with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client 's needs and to implement… more
- SMBC (Los Angeles, CA)
- …fluent in Japanese.** Our SMBC Transactional Banking Department (TRBD) is looking for a Client Service Representative who will be responsible for addressing ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- US Bank (Madison, WI)
- …One. **Job Description** This position is a service and support representative functioning as the client contact for Wealth Management supporting Portfolio ... Working within delegated authority and/or standard department guidelines, handles day-to-day client calls, answers questions, and resolves client problems,… more