- Truist (Louisville, KY)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Morgan Stanley (Louisville, KY)
- …of experience with an investment, commercial or private bank . 2 years of client service , business development and/or Sales Desk experience . Experience in ... our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service...with their Private Banker(s) to provide FA and their client (s), Private Banking products/solutions, distribution and service … more