- Truist (Orlando, FL)
- …Orlando, FL 214 Tryon, Charlotte, NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts ... support. 2. Gain proficient understanding of product knowledge and continuously develop client service skills. 3. Research account and transaction records to… more
- Charles Schwab (Orlando, FL)
- …services experience required; Schwab Advisor Services experience highly preferred + Experience in client service or sales support required + Well organized with ... Development Support Specialist (BDSS) supports the sales efforts of Centralized based Business Development Officers (BDO's) with the goal...good time-management skills + Strong client service skills with ability to anticipate… more