- Bank of America (Chandler, AZ)
- Investments Money Movement : Service Representative Chandler, Arizona **Job Description:** At Bank of America, we are guided by a common purpose to help ... + Customer Service and/or call center experience + Experience with money movement transactions + Customer and Client Focus + Data Collection and Entry +… more
- JPMorgan Chase (Tempe, AZ)
- …not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by ... for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s),… more
- Morgan Stanley (Tempe, AZ)
- … service model execution processes including Client Onboarding and Maintenance, Money Movement , Asset Aggregation and Accounting, Billing, and Client/IO ... Solutions (IIS) is a new business unit that provides world-class service to Morgan Stanley's institutional clients including Multi-Family Offices and the… more
- Morgan Stanley (Scottsdale, AZ)
- …FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to...FA/PWA/team * Answering general non- investment related questions concerning client accounts, including relaying stock… more
- Morgan Stanley (Gilbert, AZ)
- …* Fielding inbound customer inquiries toassistcustomers with account related requests such as money movement , account updates, and trade requests. * Following up ... an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming… more
- JPMorgan Chase (Tempe, AZ)
- …and flawless execution on client requests, inquiries and transactions such as money movement , security transfers, and loan transactions including escalated ... collaborative team member, solutions orientated and delivers premier client service , JP Morgan is the place for you! As...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- TEKsystems (Scottsdale, AZ)
- …outbound call if further follow up is needed * Common calls include money movement , retirement, technical issues, new account opening procedures, processing ... our processes. Your insightful contribution will help improve our service . You will be part of a training cohort...may call frustrated with system changes) * Assist with money movements * Set up new investment … more
- TEKsystems (Scottsdale, AZ)
- …outbound call if further follow up is needed. + Common calls include money movement , retirement, technical issues, new account opening procedures, processing ... for years and years and may call frustrated with system changes). + Assist with money movements. + Set up new investment accounts. + Work primarily through… more
- Charles Schwab (Phoenix, AZ)
- …outbound calls related to common topics such as new accounts, transaction status, money movement , transfer of account, retirement services, and various other ... to independent advisory firms. In Schwab Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the...you will build trust and inspire confidence through exceptional service , one interaction at a time, while working in… more