- 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 (Atlanta, GA)
- …NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team ... support. 2. Gain proficient understanding of product knowledge and continuously develop client service skills. 3. Research account and transaction records to… more
- Owens Realty Services (Orlando, FL)
- …Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment , management, maintenance, housekeeping and environmental ... Acquisitions Analyst ( Investment and Acquisitions) Orlando, FL, United States of...to work. We have a reputation for outstanding customer service , professionalism, teamwork, and exceeding client expectations.… 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
- Vanguard (Scottsdale, AZ)
- … experience to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting ... fairly, and to give them the best chance for investment success." In this role, you will connect with...supported when they call in to Vanguard. As a Client Service Excellence Representative , you… more
- World Insurance Associates, LLC. (Cherry Hill, NJ)
- …delivering employee benefits solutions. You can learn more by visiting eb.worldinsurance.com SR. CLIENT SERVICE REPRESENTATIVE , EMPLOYEE BENEFITS As a ... firms in the United States offering top products and services from major providers, combined with attentive service...Client Service Representative , you will play a central… more
- Truist (Winter Park, FL)
- …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
- Truist (Dallas, TX)
- …and client goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment strategy - inclusive of ... is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net...solve, and deliver to clients the highest level of client service . * Is intensely focused on… more
- Raymond James Financial, Inc. (Memphis, TN)
- …2-3 days a week at our corporate offices in Memphis, TN._ **Job Summary** As a Client Services Representative , you will work under general supervision to act ... prioritize workload to meet deadlines. + Provide courteous, timely service when addressing client issues and transactions....complex client issues. + Coach staff on client services issues. **Education/Previous Experience** + High… more
- Truist (Mclean, VA)
- …and the Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5mm+ in ... Analyst will typically work with a minimum of 2 Investment Managers to manage a client base...adhering to and documenting compliance with Truist, SunTrust Advisory Services , and relevant regulatory policies and procedures. + Work… more
- T. Rowe Price (Baltimore, MD)
- …Teams and other areas of the firm including, Sales, Distribution, Operations and Client Services . This individual will leverage their deep understanding of ... are a premier asset manager focused on delivering global investment management excellence and retirement services that...to support portfolio management operations and is generally a representative of the investment strategy to internal… more
- Atria Wealth Solutions (Pensacola, FL)
- … to achieve the financial client 's goals as a registered representative /advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, ... planning needs to NFIS Financial Advisors when needed. Responsibilities + Provide investment industry expertise to client investment consultations and… more
- Truist (Dallas, TX)
- …goals, objectives and risk tolerance to determine which investment products and services best meet the client 's needs and to implement those products and ... relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for… more
- Navy Federal Credit Union (Pensacola, FL)
- …services to achieve the financial client 'sgoals as a registered representative /advisor/agent of Navy Federal Investment Services (NFIS) and ... planning needs to NFIS Financial Advisors when needed. Responsibilities + Provide investment industry expertise to client investment consultations and… more
- Publicis Groupe (Chicago, IL)
- …of people managing experience, overseeing five or more reports in an account management/ client services team. + Deep industry relationships with ad tech firms, ... primary investment leader for the agency, overseeing investment for one or more client across...fluently to channel buying tactics; often acting as a representative of the full media investment team… more
- Truist (Atlanta, GA)
- …VP will be responsible for providing client relationship management and investment banking services including strategic advisory services to corporate ... M&A, debt and equity capital raising, designated by industry. The Biopharma Investment Banking VP will work closely with the senior team (Managing Directors… more
- Truist (New York, NY)
- …job description:** Responsible for providing client relationship management and investment banking services including strategic advisory services to ... suite as well as floating rate and F/X, private wealth, insurance and other services . Senior investment banking professionals are also expected to serve the… more
- Atria Wealth Solutions (Kaysville, UT)
- …is responsible for support and coordination of all activities related to client service , processing of paperwork and coordination of business development ... Representative , Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services , Mutual Funds,… more
- CBRE (Orlando, FL)
- SVP Development Investment - Trammell Crow Company Job ID 160994 Posted 04-Apr-2024 Service line REI Segment Role type Full-time Areas of Interest Development ... who are committed to upholding our RISE (Respect, Integrity, Service , Excellence) Values. Our RISE values fuel our mission...SVP D&I role is responsible for multifamily development and investment activities in the Orlando, FL market. The role… more
- Bank of America (Charlotte, NC)
- …is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to ... functionality and a wide variety of products. This role is responsible for phone-based service to relationship role where the representative is expected to take… more
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