- Truist (Charlotte, NC)
- …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
- Morgan Stanley (New York, NY)
- …Management. WM's network includes approximately 15,000 Financial Advisors with total client assets of over $1.5 trillion. WM provides comprehensive financial advice ... and services to its clients including brokerage , investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities,… more
- HUB International (Wilmington, MA)
- …documents to change or add coverage during the policy period.Leads all aspects of client service , coordination of marketing strategy, and renewal of book of ... book of business.Develop and maintain relationships with clients to ensure that all insurance service needs are met. Respond to daily client requests and ensure… 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 project team will… more
- Morgan Stanley (Purchase, NY)
- …Morgan Stanley's network includes approximately 15,000 Financial Advisors with total client assets of over $1.5 trillion. Morgan Stanley provides comprehensive ... financial advice and services to its clients including brokerage , investment advisory, financial and wealth planning, credit and lending, deposits and cash… more
- Citigroup (New Castle, DE)
- …strategic operational plans. Essentially, Enterprise Operations & Technology re-engineers client and partner processes to deliver excellence through secure, ... implementing cutting-edge digital tools, exploring dynamic reporting capabilities and self- service platforms, and adopting forward compatible behaviors, all while… more
- TD Bank (Greenville, SC)
- …Jurisdiction (OSJ). This job assists in the regulatory oversight for TD Private Client Wealth,(TDPCW), a US registered Investment Advisory Service and a US ... adherence to all applicable FINRA and SEC rules regarding client accounts including Regulation Best Interest and FINRA suitability...to help identify trends areas of concern * Executes centralized control report activity used to issue inquiries to… more
- Citigroup (North Miami Beach, FL)
- …Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the ... Senior Mortgage Lending Officer role drives mortgage sales and client relationships through engagement with clients, real estate agents,...Retail Mortgage business providing superior service to clients and referral partners and is responsible… more
- Citigroup (Ridgewood, NJ)
- …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
- 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