• Brokerage Market Director

    Truist (Dallas, TX)
    …to drive client satisfaction and drive client connectivity. 9. Work with the Client Advisory Center ( CAC ) to ensure smooth client migrations ... 12. Maintains Risk dashboards within compliance. 13. Works and responds to client complaints and coordinates escalations. **Develop and Retain the Talent:** 14. Work… more
    Truist (08/13/25)
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  • Brokerage Regional Director

    Truist (Vienna, VA)
    …to drive client satisfaction and drive client connectivity. + Work with the Client Advisory Center ( CAC ) to ensure smooth client migrations ... deadlines. + Maintains Risk dashboards within compliance. Works and responds to client complaints and coordinates escalations. **Develop and Retain the Talent:** +… more
    Truist (07/30/25)
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  • Client Advisory Center…

    Truist (Charlotte, NC)
    …Advisors. Assist with outbound calling, appointment setting, lead development and screening, client and partner outreach assisting CAC FAs core job functions. ... job description:** Under the direction of a licensed Financial Advisor and CAC Manager, handle inbound calls from customers with supervision of leadership while… more
    Truist (10/16/25)
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