- Truist (Tampa, FL)
- …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 (Tampa, FL)
- …Focus on improving client satisfaction by emphasizing world-class individualized client service , 100% accuracy, responsiveness, and follow-through. | Focus ... an existing book of Morgan Stanley relationships. As a *Licensed/ Registered **Virtual Client Financial Advisor - Tampa, FL*... sales experience preferred | Excellent communicator with strong client service skills | *Able to start… more