- Truist (Tallahassee, 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
- Ally (Tallahassee, FL)
- …* Experience processing client service requests a full service retail brokerage environment. * Strong communicator who can effectively process ... your opportunities be, too? **The Opportunity** The Ally Invest Trading and Client Service Representative is responsible for providing exceptional customer … more