- Truist (Orlando, FL)
- …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
- Charles Schwab (Orlando, FL)
- …Advisor Services we have built our business on serving the needs of Registered Investment Advisors (RIAs) and advancing an industry that helps the advisor and their ... in good order. This may include cashiering functions, account maintenance cases, client verification cases, etc. The timely and accurate processing of these items… more