• Client Advisory Center

    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 (10/18/24)
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  • Investment Client Care Brokerage Services…

    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
    Truist (09/28/24)
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  • Technical Support Specialist

    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
    Sumaria Systems, Inc. (10/30/24)
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