- Truist (Atlanta, GA)
- …clients. The teammate will support workload management , and triage and delegate client and advisor operational requests to a centralized service team as ... management activities with a focus on the client experience and support of the advisor 's...commercial book of business, demonstrate a basic understanding of treasury services and solutions, and identifying specialty-specific process and… more
- Citigroup (Atlanta, GA)
- …relationships based on well-defined target market criteria and disciplined strategies + Client Relationship Management - Defend and grow existing portfolio ... advisor thought leadership, delivering Citi global network, facilitating success of client financial strategies + Portfolio Management - ensuring Citi… more