- Truist (Charlotte, NC)
- …NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team ... records to resolve basic discrepancies, answer questions or provide documentation on client activities. 4. Assist clients with completing investment forms,… more
- PNC (Clover, SC)
- …in one of PNC's lines of business. Retail Banking provides deposit, lending, brokerage and insurance services and investment management and cash management ... calling on targeted calling lists, scheduling, attending and/or leading client or prospect appointments, creating presentations and/or proposals, and identifying… more