- US Bank (Harrisburg, PA)
- …associated services , and impart this knowledge to our clients. Typically, Advisory Client Services Representative are the first line of contact for ... client service requests. Advisory Client Services ...institutional client . Knowledge of USBAM products and services , investment terminology, portfolio accounting, and some… more
- Oracle (Nashville, TN)
- …Commercial, Real-World Evidence (RWE), Clinical, Regulatory, and Safety research services within pharmaceutical and biotechnology organizations. This role is ... for identifying, developing, and closing complex, large-scale engagements by aligning client needs with integrated research, consulting, and data solutions. The… more
- Bank of America (Jacksonville, FL)
- …is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to ... Life Services Financial Services Representative ...of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service … more
- Truist (Tampa, FL)
- …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 . Develop and maintain a profitable level of securities...investment plans on a regular basis. Lead overall client relationship management strategies to deepen client … more
- Truist (Southaven, MS)
- …following job description: Job Summary Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, ... by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs. Advises clients… more
- Abt Global Inc. (Rockville, MD)
- …metrics, communicate ROI and efficiency gains to internal leadership and client stakeholders, and support value-based investment planning. Core Responsibilities ... we affect change and push the boundaries of what's possible. We welcome representative ideas, backgrounds, and viewpoints - joining Abt means access to exceptional… more
- Truist (Tampa, FL)
- …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 building… more
- Bloomberg (New York, NY)
- …Enterprise Services , Financial Solutions Location New York Business Area Sales and Client Service Ref # 10047350 Description & Requirements Bloomberg is a ... a single solution to an end-to-end workflow, our integrated services are tailored to client needs to...and RMS - and develop a strong understanding of client workflows to deliver world-class service Provide… more
- Abt Global Inc. (Rockville, MD)
- …metrics, communicate ROI and efficiency gains to internal leadership and client stakeholders, and support value-based investment planning. **Core ... we affect change and push the boundaries of what's possible. We welcome representative ideas, backgrounds, and viewpoints - joining Abt means access to exceptional… more
- Truist (Norfolk, VA)
- …Life & Health Insurance licenses Sound working knowledge of holistic banking/ investment platforms, products, services , operations, and systems General ... sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and grow revenue. Provide leadership to the Financial Advisor… more
- Bank of America (Lincoln, RI)
- …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
- Oracle (Oklahoma City, OK)
- Job Description Oracle Customer Success Services (CSS) is an organization of 10,000+ employees that supports over 6,000 companies around the world. We are uniquely ... their IT environment and make the most of their investment in Oracle technology. Primary job duty is to...technology. Primary job duty is to sell Customer Success Services offerings to prospective and existing customers. Offerings included… more
- Santander US (New York, NY)
- Investment Banking Vice President, Leveraged Finance - New York Country: United States of America Your Journey Starts Here: Santander is a global leader and ... innovator in the financial services industry. We believe that our employees are our...refinancings and various other purposes. Lead the creation of client presentation materials and pitchbooks, including all background research,… more
- University of Pennsylvania (Philadelphia, PA)
- …wellness programs and resources, and much more. Posted Job Title Radio Sales Representative Job Profile Title Sales Representative , WXPN Job Description Summary ... WXPN, the public media service of the University of Pennsylvania, seeks a self-motivated...of the University of Pennsylvania, seeks a self-motivated Sales Representative to generate and cultivate sponsorship for our Business… more
- Bloomberg (New York, NY)
- … (EDSR) - Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10043232 Description & Requirements Bloomberg is a global ... the information and tools they need to make critical investment decisions and remain connected across all sides of...employees alike. Our team comprises several key pillars: sales, service , operations, culture and brand. As a department, we… more
- JPMorgan Chase (Tempe, AZ)
- …serving small and medium-size business clients through banking, payments, and value-added services . We take a client -first approach in developing solutions that ... within Payments. You have found the right team As a Business Development Representative in the Small & Medium-Sized Business Organization (SMB Payments), you will be… more
- Xylem (East Rutherford, NJ)
- …solutions. Job Summary We are seeking a high-performing Senior Sales Representative to lead sales efforts for water and wastewater solutions-including odor ... primary point of contact post-sale, you'll also focus on long-term client satisfaction, retention, and expansion. Your consultative selling skills and understanding… more
- Principal Financial Group (Detroit, MI)
- **What You'll Do** We are looking for a Sales Representative in Group Benefits. In this role, you'll partner closely with the broker community to sell group employee ... 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… more
- Oracle (Salem, OR)
- Job Description NA Sales Representative , Data Platform - SLED (California - Justice and Public Safety) Overview Are you a creative person who loves a challenge? ... you've been dreaming of as our Data Platform Sales Representative . If you have a passion for innovation in...solutions. May travel frequently Sales Portfolio: Platform as a Service (PaaS) - Oracle Cloud Platform as a … more
- CBRE (Washington, DC)
- Client Services Coordinator - Design/Marketing Job ID 247445 Posted 17-Nov-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales ... States of America About The Role As a CBRE Client Services Coordinator, you will provide general...part of the global leader in commercial real estate services and investment that helps businesses and… more
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