- Truist (Raleigh, NC)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to...by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify… more
- Truist (Raleigh, NC)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible for the general servicing ... consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND...by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify… more