- Northern Trust (Chicago, IL)
- …to interact effectively with portfolio managers, portfolio specialists, sales and client service professionals, and institutional clients and consultants.An ... institutions by remaining true to our enduring principles of service , expertise, and integrity. With more than 130 years...and communication within the distribution team and with the investment teams. An articulated sales process that has resulted… more
- Oaktree Capital Group, LLC (New York, NY)
- …products, strategies and Oaktree operations teams to Oaktree investors globally. The Client Services Representative (CSR) will interact directly with clients and ... legal, accounting, compliance and investment aspects of the investment products offered by Oaktree;Prior client -facing and sales-support experience;Highly… more
- Everence (Souderton, PA)
- …clerical and administrative support for consultants. Delivers excellent customer service to current policyholders, members, prospects, and staff. Everence Souderton ... planning expertise.RESPONSIBILITIES AND DUTIESBecome proficient in using the Everence client database system (CRM) to effectively manage ongoing client… more
- Desert Financial Credit Union (Phoenix, AZ)
- …ongoing client service within the client service model expectationsBusiness Development: The Investment Consultant participates in and facilitates ... goals and assists with attaining the program sales and service goals. The Investment Consultant demonstrates expertise...years of Financial industry experience required. 3+ years of Client Service /Support experience required. 1+ years of… more
- Truist Financial (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 AND...solve, and deliver to clients the highest level of client service .* Is intensely focused on building… more
- Navy Federal Credit Union (Pensacola, FL)
- …of insurance/ investment products and services to achieve the financial client 's goals as a registered representative /advisor/agent of Navy Federal ... advanced financial planning needs to NFIS Financial Advisors when needed.ResponsibilitiesProvide investment industry expertise to client investment … more
- The Goldman Sachs Group, Inc (Los Angeles, CA)
- …to deliver banking services for a wide range of industries. Our team approach to client service enables our bankers to play an important role in building ... forecasting and individual stock analysis. Developing tools and insights to shape client and firm investment strategies.In addition to being passionate about… more
- Truist Financial (Charlotte, NC)
- …review 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 securities...investment plans on a regular basis.5. Lead overall client relationship management strategies to deepen client … more
- CBIZ, Inc. (Providence, RI)
- …team members and a drive to accelerate growth, all while providing unmatched client service . Essential Functions and Primary Duties Results oriented mindset ... well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ is honored to be the… more
- Santander Consumer USA (Irvine, CA)
- Analyst, Investment Banking - SoftwareCountry: United States of AmericaUSA Job Family Description: Identifies and pursues new sales prospects within existing or ... identify new customer prospects. USA Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening… more
- LPL Financial Holdings, Inc. (Fort Mill, SC)
- …and guidance over the phone. The ideal candidate will be success driven with a client service attitude and the ability to deliver high touch, professional ... over the phone via inbound and outbound calling activitiesHandling and executing client transaction and general customer service requests.Prepare client … more
- Commerce Bank (Kansas City, MO)
- …by Commerce Trust are delivered in a consistent and timely manner by client service teamPerform other duties as assignedKnowledge Skills & Abilities Required ... to grow into the best version of yourself. Because our number one investment is you.Creating an award-winning culture doesn't come easy. And after more than… more
- Hub International Limited (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
- PrideStaff (Addison, TX)
- Bilingual Customer Service Representative in Addison Are you looking for a fun work environment? Are you looking for a fast-growing company where you can truly ... your professional home for years to come? Our Addison client is looking for an energetic and professional Bilingual...is looking for an energetic and professional Bilingual Customer Service Representative to join their team!! We… more
- Voya Financial, Inc (Midlothian, VA)
- …necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and ... This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must… more
- Paychex (Young America, MN)
- …defined Service Level Agreement (SLA) guidelines.Expedites the resolution of client problems or complaints to ensure client satisfaction and retention. ... defined Service Level Agreement (SLA) guidelines.Expedites the resolution of client problems or complaints to ensure client satisfaction and retention.… more
- Principal Financial Group Inc (Grand Rapids, MI)
- What You'll DoWe are looking for a Sales Representative in our Group Benefits area to cover our Grand Rapids territory. In this role, you'll partner closely with a ... disability, vision, critical illness). We also have an outstanding service team to partner with you and prioritize your...to partner with you and prioritize your brokers' and client 's needs!Here are a few examples of the kinds… more
- First American (Los Angeles, CA)
- …to speak effectively before groups of clients or employees of organizationStrong client service skillsStrong attention to detailSelf-motivated and ability to ... American's family of companies, National Commercial Services provides single-point service for simple to multi-property/multi-state national commercial real estate… more
- The Goldman Sachs Group, Inc (Chicago, IL)
- …private banking and trust company services. A Wealth Management Professional provides client service management support to our clients and operational support ... execute within a front to back operating model, delivering support across the client , product, and investment lifecycle. We also conduct risk oversight, provide… more
- JP Morgan Chase & Co. (Los Angeles, CA)
- …complex, multi-product client relationships as the primary corporate banking representative * Partner closely with Investment Banking coverage and product ... Job DescriptionThe Entertainment Group is part of Corporate Client Banking & Specialized Industries in the Commercial...based Media & Entertainment companies that are users of investment banking products and traditional banking services. We help… more
Related Job Searches:
Client,
Client Service,
Client Service Representative,
Investment,
Investment Representative,
Representative,
Service,
Service Representative