- 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
- Truist (Orlando, FL)
- …NC; Orlando, FL; Atlanta, GA. Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team ... resolution. 2. Proficient understanding of product knowledge and continuously developing client service skills. 3. Research account and transaction records… more
- Vanguard (Scottsdale, AZ)
- …all investors, to treat them fairly, and to give them the best chance for investment success." As a Client Representative , Senior Associate within our ... skillset, and giving every investor the best chance for investment success, join our team of "crew" in the...policies, and market developments. Qualifications include + Experience in client services preferred. + Familiarity with brokerage… more
- Adecco US, Inc. (Webster Groves, MO)
- …personal service abilities including, comprehensive financial planning, investment management, ongoing client communication, and direct collaboration ... **Financial Advisor, Registered Investment Advisor Representative -** **Fiduciary Financial...(or equivalent). **Collaboration & Teamwork** + Work closely with client service teams to ensure exceptional operational… more
- Bank of America (Chandler, AZ)
- Wealth Management Banking Services - Client Service Representative Chandler, Arizona **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chandler/Wealth-Management-Banking- Services Client - Service - Representative \_25048451) **Job… 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...calls, or work on case-based assignments to meet the service and trading needs of both Vanguard advisors and… more
- Vanguard (UT)
- …all investors, to treat them fairly, and to give them the best chance for investment success." Our Client Service Excellence Center associates fulfill our ... you have a passion for helping others, building your client services skillset, and giving every investor...supported when they call in to Vanguard. As a Client Service Excellence Representative , you… more
- Vanguard (Scottsdale, AZ)
- …clients on Vanguard's product and service offerings to enhance the client experience and fulfill investment needs. Qualifications: + Active FINRA Series ... relationships? Join our team as a High Net Worth Client Case Representative for our Personal Investor...communication and interpersonal abilities. + Commitment to delivering exceptional client service . + Ability to manage ambiguity… more
- Millennium (South Salt Lake, UT)
- …by delivering unparalleled client service and satisfaction? As a Client Success Representative (CSR), you are responsible for delivering an exceptional ... materials and services , and coordinating shipments and service delivery. With a client -first mindset, the...Medical, Dental, Vision, 401k Matching, 10 Company Holidays + Investment in your Community, Personal Development, and Health &… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …Client Representative works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on ... and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services , and payroll & HR… more
- Bank of America (Hunt Valley, MD)
- …is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to ... Life Services Financial Services Representative ...of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service … more
- Bank of America (Pennington, NJ)
- Consumer Investments - Financial Services Representative Pennington, New Jersey **To proceed with your application, you must be at least 18 years of age.** ... about developing strong relationships with clients, then the Financial Services Representative I is the ideal role...of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service … more
- Oracle (Lansing, MI)
- …**Commercial, Real-World Evidence (RWE), Clinical, Regulatory, and Safety research services ** within pharmaceutical and biotechnology organizations. This role is ... for identifying, developing, and closing complex, large-scale engagements by aligning client needs with integrated research, consulting, and data solutions. The… more
- ADP (El Paso, TX)
- …Retirement Services supports. As the Retirement Services Representative frequently discusses and educates on investment company products and ... **Retirement Services Representative (401k)** **Position Summary:** The...being hired into the role)** + 1+ year of Client Service /Customer Service or Finance/Banking… more
- World Insurance Associates, LLC. (Wakefield, MA)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services , and payroll & HR ... Company Overview World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people… more
- Bank of America (Pennington, NJ)
- Financial Services Representative - Retirement and Benefits Chandler, Arizona;Fort Worth, Texas; Pennington, New Jersey **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chandler/Financial- Services - Representative Retirement-and-Benefits\_25048628-2) **Job Description:** Merrill Wealth Management… 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...+ 2-5 years of experience in Client Service and/or Sales within financial services (banking,… more
- Bloomberg (New York, NY)
- … Services , Financial Solutions Location New York Business Area Sales and Client Service Ref # 10047350 **Description & Requirements** Bloomberg is a ... a single solution to an end-to-end workflow, our integrated services are tailored to client needs to...and RMS - and develop a strong understanding of client workflows to deliver world-class service +… more
- Truist (New York, NY)
- …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
- Oracle (Montgomery, AL)
- …services to strategic Hospitality and Travel customers. As the CSS Sales Representative , you'll be responsible for closing service engagements within a ... located in the West will be given priority consideration. Oracle Customer Success Services helps customers achieve both IT and financial goals by focusing on the… more