- Truist (Nashville, TN)
- …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
- Truist (Houston, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Wells Fargo (Miami, FL)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and… more
- Wells Fargo (Riverside, CA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... questions to more experienced roles + Interact with immediate Brokerage Client Support team and functional area...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- Wells Fargo (Bellevue, WA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- Wells Fargo (Davenport, IA)
- **About this role:** Wells Fargo is seeking a Profit Formula Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- Ally (Austin, TX)
- …* 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
- Bank of America (Chandler, AZ)
- Sr. Registered Phone Rep- Retirement and Benefits Chandler, Arizona;Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose ... along with the power to make a difference. Join us! **Job Description:** Sr Registered Reps have at least one year call center experience. Handle more complex calls… more
- Thrivent Financial (Napoleon, OH)
- …processing functions as needed + Updates the contact management system with client /member contact and preference information + Handling brokerage operations + ... insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products. + Demonstrated customer service … more
- Thrivent Financial (White Bear Lake, MN)
- …and insurance related tasks and other misc. tasks as assigned. The Licensed Client Service Administrator reports to Lindsay Rasmussen and is employed by ... transactions, assisting in data gathering and supporting the financial planning/advice service , invoicing, client relations, identifying and helping improve… more
- Bank of America (Centerville, GA)
- …the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in ... Financial Solutions Advisor - Registered Candidate - Consumer Investments - Warner Robbins...to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and… more
- Robert Half Finance & Accounting (Chicago, IL)
- …current job? Let's fix that. A high-End Investment firm is seeking a Client Service Associates. Perks include including above market pay-rates, top-tier health ... their top competitors can't to provide. POSITION OVERVIEW Our Client Service Associates (CSA) is a critical...8+ years of relevant work experience. + Familiarity with brokerage or registered investment advisory firm operations,… more
- Thrivent Financial (Coopersburg, PA)
- …and processing functions as needed + Updates the contact management system with client /member contact and preference information + Handling brokerage reports + ... which is dedicated to providing exceptional financial planning and customer service . With a strong commitment to multi-generational planning and tax-efficiency… more
- Thrivent Financial (Eldora, IA)
- The Licensed Client Service Administrator (CSA) position is critical for achieving leverage of the advisor's time. Role supports daily operations of the practice ... including responding to client service requests, completing post meeting work,...or annuities is conducted, must be appropriately licensed/appointed and registered for variable products. + Demonstrated customer service… more
- Thrivent Financial (Fort Wayne, IN)
- …insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products. + Demonstrated customer service ... Weber. This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their accounts and… more
- BMO Financial Group (IL)
- …to the needs of the client to uncover opportunities -Provide comprehensive client service and account management to clients, including but not limited to ... Service Specialist's primary responsibility is to provide our clients a superior customer service experience. Being the first point of client contact, the BIS… more
- HSBC (Irvine, CA)
- …WRM for the banking portions of their assigned portfolio + Support WRMs to manage client contact and service , including, in the absence of WRMs answering ... the planet we all share. The securities licensed WRO provides sales support to registered securities representatives, as well as an ability to enter trade orders on… more
- HSBC (Buffalo, NY)
- …the client continuum; therefore, specialists may also cover for High Net Worth client order entry and customer service support as needed As our Wealth ... execution and account support services to the Wealth Private Banking Premier client base, including advisor-led and Self-Directed via phone and email. The Specialist… more
- Bank of America (Fort Worth, TX)
- …self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... products, financial markets, policies, procedures, and processes to the client 's investment needs. Job expectations include owning the management, research,… more
- TEKsystems (El Paso, TX)
- …partners in delivery of timely and accurate information in response to inquiries and/or service issues * Assist Client Service Managers with projects as ... is a member of a team of CSAs which, together, support a specific group of client relationships by ensuring all service levels are met on a daily basis. Key… more