- 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
- Bank of America (Lincoln, RI)
- Investment Cashiering Representative Chandler, Arizona;Lincoln, Rhode Island **Job Description:** At Bank of America, we are guided by a common purpose to help ... and teamwork skills * Deliver high quality partner support stressing partner/ client needs, problem resolution, and service /product knowledge * Demonstrate… more
- World Insurance Associates, LLC. (Cherry Hill, NJ)
- …delivering employee benefits solutions. You can learn more by visiting eb.worldinsurance.com SR. CLIENT SERVICE REPRESENTATIVE , EMPLOYEE BENEFITS As a ... 260 offices across North America. With a billion dollar investment and significant growth plans in the months ahead,...Client Service Representative , you will play a central… more
- Truist (Dallas, TX)
- …and client goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment strategy - inclusive of ... peers and co-workers for advice and assistance relating to investment expertise and client solutions. ESSENTIAL DUTIES...solve, and deliver to clients the highest level of client service . * Is intensely focused on… more
- Ally (Austin, TX)
- …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
- 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
- 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
- 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
- JPMorgan Chase (Newark, DE)
- …from global tax authorities. You have found the right team! As a Tax Client Representative Associate within the Client Tax Operations Utility team, ... and skills** + 3 years of experience and a relevant degree + Client service and relationship management communicating complex issues with internal and… 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 (High Point, NC)
- …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 (Chandler, AZ)
- …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
- Raymond James Financial, Inc. (Memphis, TN)
- …days a week at our corporate offices in Memphis, TN._ **Job Summary** As a Client Services Representative , you will work under general supervision to act as the ... + Organize and prioritize workload to meet deadlines. + Provide courteous, timely service when addressing client issues and transactions. + Use good judgment… more
- CBRE (Seattle, WA)
- Investment Sales Analyst Job ID 182703 Posted 06-Sep-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) Seattle - ... Washington - United States of America **About the Role:** As a CBRE Investment Sales Analyst, you will develop business and negotiate the selling, leasing, and… more
- Abbott (Kansas City, MO)
- …female executives, and scientists. **The Opportunity** Under the supervision of the eMRO Client Service Manager, interface with Alere eScreen MRO vendors to ... colleagues serve people in more than 160 countries. **_eMRO Client Services Representative_** **Working at Abbott** At Abbott, you...+ Free medical coverage for employees* via the Health Investment Plan (HIP) PPO + An excellent retirement savings… more
- Truist (Melbourne, 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
- ADP (El Paso, TX)
- ADP is hiring an Advisor Service Representative + _Do you thrive in a fast-paced environment?_ + _Are you a natural at building strong relationships with your ... essential component to the success of ADPRS. The Advisor Service Representative role serves as the ...SUCCEED IN THIS ROLE:** _Requirements_ + 2+ years of Client Service and/or Financial/Banking/401K/Benefits experience. + Exceptional… more
- Randstad US (Scottsdale, AZ)
- customer service representative . + scottsdale , arizona + posted august 21, 2024 **job details** summary + $20 - $23 per hour + temporary + high school + ... - Remote Vanguard is one of the world's largest investment companies, known for its client -first focus,...and services. You'll be much more than a customer service professional. You'll be a technical subject matter expert… more
- Wells Fargo (Salt Lake City, UT)
- **About this role:** Wells Fargo is seeking a Customer Service Representative in our Investment Contact Center (ICC). Wealth Investment Management (WIM) ... support for clients of WIM's lines of business, the Client Relationship Group and The Private Bank. The ...YOUR career. Apply today. In this role, you will service clients with brokerage accounts via telephone. You will… more
- HUB International (Blue Bell, PA)
- As a Plan Service Representative , you will be responsible for managing a block of existing business while applying exceptional service standards resulting in ... retention. This position will be responsible for retirement plan design, investment counseling, enrollment, educational seminars, compliance, and risk management of… more