- Truist (Atlanta, GA)
- …Orlando, FL 214 Tryon, Charlotte, NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts ... support. 2. Gain proficient understanding of product knowledge and continuously develop client service skills. 3. Research account and transaction records to… more
- M&T Bank (Columbia, MD)
- …approach to financial solutions for an assigned book of business in a centralized area comprised of smaller, less complex accounts. Solicits new and existing ... the individualized needs of each customer and with the client 's best interest in mind. **Primary Responsibilities:** + Based...these needs are met. + Accounts are within a centralized function comprised of generally smaller and less complex… more
- Charles Schwab (Westlake, TX)
- …will be an ambitious self-starter; and have a shown ability to deliver excellent client service with the ability to anticipate and resolve problems under their ... in their business efforts. The ideal candidate will cultivate and nurture client relationships with our advisors as you actively pursue opportunities to improve… more
- Citigroup (Tampa, FL)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- HUB International (Wilmington, MA)
- …documents to change or add coverage during the policy period.Leads all aspects of client service , coordination of marketing strategy, and renewal of book of ... book of business.Develop and maintain relationships with clients to ensure that all insurance service needs are met. Respond to daily client requests and ensure… more
- Northramp LLC (Reston, VA)
- …to support a wide range of cloud brokerage operations leveraging available client platforms such as Service Now and Salesforce. + Work with leadership ... designed to transform a cabinet-level agency's OCIO into a premier shared service provider across the federal government. Specifically, this team will provide… more
- Citigroup (New York, NY)
- …partners to utilize data to drive process improvements, risk reduction and client service excellence.** + Develop and maintain comprehensive processes to ... player in the market + Equity (Cash, Derivatives, Prime Brokerage , Futures, Listed Derivs, FXPB) where Citi has a...Client Relationship Group dedicated to overseeing the group service performance and strategic partnership for our top tier… more
- Citigroup (Getzville, NY)
- …We have a Client Relationship Group dedicated to overseeing the group service performance and strategic partnership for our top tier client base, where ... player in the market + Equity (Cash, Derivatives, Prime Brokerage , Futures, Listed Derivs, FXPB) where Citi has a...and HR; alongside having significant interaction with our external client base, playing a key role in the overall… more
- Charles Schwab (Westlake, TX)
- …as demonstrated brokerage industry knowledge + Preference for prior customer service and operational experience \#campus **What's in it for you** At Schwab, ... manage their firm and meet their goals. In the centralized Workflow Solutions team, our mission is to provide...provide quality, timely and efficient workflow support to our service teams and our Advisors. Our Workflow Solutions Associate… more
- Citigroup (Irving, TX)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- Citigroup (San Ramon, CA)
- …Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the ... Retail Mortgage business providing superior service to clients and referral partners and is responsible...business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents,… more
- Citigroup (North Miami Beach, FL)
- …Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the ... Senior Mortgage Lending Officer role drives mortgage sales and client relationships through engagement with clients, real estate agents,...Retail Mortgage business providing superior service to clients and referral partners and is responsible… more