- Kestra Financial (Deerfield, IL)
- …estate planning. Being a "full service " firm allows for us to better service our client needs from personal investing and retirement planning to life ... needed and direct/take messages appropriately and according to firm guidelines. + Manage client needs regarding processing, service , and problem resolution in a… more
- Truist (Atlanta, GA)
- …NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team ... support. 2. Gain proficient understanding of product knowledge and continuously develop client service skills. 3. Research account and transaction records to… more
- Owens Realty Services (Orlando, FL)
- …Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment , management, maintenance, housekeeping and environmental ... Acquisitions Analyst ( Investment and Acquisitions) Orlando, FL, United States of...to work. We have a reputation for outstanding customer service , professionalism, teamwork, and exceeding client expectations.… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and...+ 2-5 years of experience in Client Service and/or Sales within financial services (banking,… more
- Vanguard (Scottsdale, AZ)
- …all investors, to treat them fairly, and to give them the best chance for investment success." As an Advice Support Representative , you will partner closely with ... Job Description : At Vanguard, we have a client -first mentality that we live and breathe every...a difference: + Answer inbound calls to meet the service and trading needs of both Vanguard advisors and… more
- Vanguard (Malvern, PA)
- … experience to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting ... fairly, and to give them the best chance for investment success." In this role, you will connect with...supported when they call in to Vanguard. As a Client Service Excellence Representative , you… more
- Truist (Ponte Vedra Beach, FL)
- …job description:** Job Summary Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, ... by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs. Advises clients… more
- Truist (Jupiter, FL)
- …the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, ... Advisor team to increase assets under management, sales and service . 3. Develop and maintain a profitable level of...other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment… more
- Wellington (Boston, MA)
- …within Wellington Management globally; in particular, Private Investment Deal Teams, the Client Group, Fund Services , Legal Services , and Tax Services ... skills and a successful track record in fundraising and marketing strategy, client and internal communication, private investment product development, and a… more
- Vanguard (Charlotte, NC)
- … experience to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting ... fairly, and to give them the best chance for investment success." In this role, you will connect with...supported when they call in to Vanguard. As a Client Service Excellence Representative , you… more
- Truist (Mclean, VA)
- …and the Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5mm+ in ... Analyst will typically work with a minimum of 2 Investment Managers to manage a client base...adhering to and documenting compliance with Truist, SunTrust Advisory Services , and relevant regulatory policies and procedures. + Work… more
- Atria Wealth Solutions (Pensacola, FL)
- … to achieve the financial client 's goals as a registered representative /advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, ... planning needs to NFIS Financial Advisors when needed. Responsibilities + Provide investment industry expertise to client investment consultations and… more
- Randstad US (Columbus, OH)
- client services representative . + columbus...within a Fortune 100 organization after 1 year of service Hours of Operation: Monday - Friday: 8:00 AM - ... will be randomly assigned-38.75 hour work week. About the Job: As a Representative , you will provide extraordinary care to members, partners, plan sponsors and … more
- Ally (Tallahassee, FL)
- …shouldn't your opportunities be, too? **The Opportunity** The Ally Invest Trading and Client Service Representative is responsible for providing exceptional ... focusing on execution, accuracy and efficiency. * Experience processing client service requests a full service...the phone and in-person. * Minimum 2-3 years in client related support in the financial services … more
- SMBC (Los Angeles, CA)
- …fluent in Japanese.** Our SMBC Transactional Banking Department (TRBD) is looking for a Client Service Representative who will be responsible for addressing ... Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional,...More than 2 years of comparable or relevant customer service experience, preferably in banking/financial services industry.… more
- Truist (Sarasota, FL)
- …goals, objectives and risk tolerance to determine which investment products and services best meet the client 's needs and to implement those products and ... relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for… more
- SMBC (New York, NY)
- …**Role Description** Our SMBC Transactional Banking Department (TRBD) is looking for a Client Service Representative who will be responsible for addressing ... Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional,...of generating invoices. Keep close communication with the Senior Client Service Representatives on daily tasks and… more
- Navy Federal Credit Union (Pensacola, FL)
- …services to achieve the financial client 'sgoals as a registered representative /advisor/agent of Navy Federal Investment Services (NFIS) and ... planning needs to NFIS Financial Advisors when needed. Responsibilities + Provide investment industry expertise to client investment consultations and… more
- Truist (New York, NY)
- …job description:** Responsible for providing client relationship management and investment banking services including strategic advisory services to ... suite as well as floating rate and F/X, private wealth, insurance and other services . Senior investment banking professionals are also expected to serve the… more
- CBRE (Boston, MA)
- …the analysis conducted to support that value. Analysis may be used for investment banking advisory services . **What You'll Do:** + Associates are expected ... Banking Real Estate Associate Job ID 191678 Posted 01-Nov-2024 Service line Advisory Segment Role type Full-time Areas of...client mandates. + Play an active role in investment advisory transactions from start to finish, including legal… more