- Truist (Charlotte, NC)
- …provide opportunities to add value. Demonstrates how particular investment solutions match client 's individual needs, using a wide range of investment solutions to ... inbound calls from clients independently while looking for sales opportunities. Answers client questions within set standards. Consults with clients to uncover needs… more
- Truist (Atlanta, GA)
- …(currently WealthScape - future Scivantage). 7. Refer investment opportunities to internal Client Advisory Center when aligns with clients' financial ... GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support...as the service support team for Self-Directed, Centralized Advisor Center ( CAC ) assigned and Signature Advantage brokerage… more
- Sumaria Systems, Inc. (Keesler AFB, MS)
- …Medical Center point of contact for resetting government issued CAC cards. Continually monitors environmental systems including water detection systems, air ... Responsibilities: Use trouble ticket software to document and maintain all client trouble calls. Supports functional users in troubleshooting computer related… more