- Truist (Orlando, FL)
- …general servicing and support of the Financial Advisors within our Centralized Group. This includes administrative and operational support, business development ... assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- Truist (Charlotte, NC)
- …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
- Citigroup (Tampa, FL)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- CBRE (El Segundo, CA)
- Client Services Coordinator Job ID 199581 Posted 27-Dec-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales/ Brokerage Location(s) ... - California - United States of America **About the Role:** As a Client Services Coordinator, you will be responsible for general administrative support to an… more
- Northramp LLC (Reston, VA)
- …to support a wide range of cloud brokerage operations leveraging available client platforms such as Service Now and Salesforce. + Work with leadership ... designed to transform a cabinet-level agency's OCIO into a premier shared service provider across the federal government. Specifically, this team will provide… more
- Vanguard (Malvern, PA)
- … brokerage businesses. Work collaboratively with the businesses, including centralized supervision, to develop policies, procedures and controls designed to ... chance for investment success. Known for our strong ethical business practices and client focus, Vanguard has a vibrant and multi-faceted business. In support of our… more
- Citigroup (New York, NY)
- …partners to utilize data to drive process improvements, risk reduction and client service excellence.** + Develop and maintain comprehensive processes to ... player in the market + Equity (Cash, Derivatives, Prime Brokerage , Futures, Listed Derivs, FXPB) where Citi has a...Client Relationship Group dedicated to overseeing the group service performance and strategic partnership for our top tier… more
- Coldstream Wealth Management (Bellevue, WA)
- …be the perfect fit for you! We have two intern positions for summer 2025 with our Centralized Client Service team. + You will be based out of our Bellevue ... and handling cashiering and money movement requests + Opening brokerage accounts, establishing cashiering needs, and setting up online...service experience and the desire to provide superior client service in a team-oriented environment +… more
- HUB International (New York, NY)
- …to drive growth and business results for HUB. This individual will champion HR services within client groups and be a true partner to client groups on a broad ... collaboration. + Develops strong **relationships with key stakeholders** within each client group. Anticipates business needs and provides realistic human resources… more
- HUB International (Metairie, LA)
- …to drive growth and business results for HUB. This individual will champion HR services within client groups and will be a true partner to client groups on a ... collaboration. + Develops strong **relationships with key stakeholders** within each client group. Anticipates business needs and provides realistic human resources… more
- Citigroup (Bloomingdale, IL)
- …Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the ... Retail Mortgage business providing superior service to clients and referral partners and is responsible...business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents,… more
- Morgan Stanley (Baltimore, MD)
- …support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position within Core Services, ... which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products. Morgan Stanley is an… more