- Truist (Coral Gables, FL)
- …triage and delegate client and advisor operational requests to a centralized service team as appropriate. + Work within the Truist risk framework to prioritize ... opening/maintenance to the centralized service team + Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a… more
- Truist (Atlanta, GA)
- …and delegate client and advisor operational requests to a centralized service team as appropriate. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary ... to the centralized service team. 6. Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a… more
- Truist (Atlanta, GA)
- …Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience. 2. ... enable quality client interaction. 7. Continually provide responsive and personal service to our Wealth Clients. 8. Participate in onboarding and training of new… more
- Truist (Dallas, TX)
- …Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience 2. ... administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the… more
- Truist (St. Petersburg, FL)
- …essential functions. + High School diploma or equivalent + Three (3) years of client service and operational experience in financial industry + Strong verbal and ... (eg management companies, associations and homeowners) and internal business units. Work as a Client Services team member to ensure service standards are met for… more
- Truist (Tampa, FL)
- …to coordinate resources, problem solve, and deliver to clients the highest level of client service . * Is intensely focused on building brand internally. a. ... new High Net Worth ($5+MM in AUM) clients and deepen and strengthen existing client relationships in the Reserve segment of Truist Wealth. The Reserve IM 2will… more
- Comunilife (Bronx, NY)
- …Provide supervision and training to all social services staff. On occasion, accompany social service staff to client sites to assure quality assessments + Ensure ... + Supervise, train and evaluate assigned direct care staff. + Ensure every client is receiving all identified services. + Coordinate and supervise efforts with case… more
- Truist (Mclean, VA)
- …Proven track record of consultative communication and relationship building skills leading to client service , fulfillment and delight in previous roles + Highly ... description:** The Wealth Private Advisors primary responsibility is to deepen client relationships around banking, credit, and insurance with Wealth segment… more
- Truist (Charlotte, NC)
- …the following job description:** Responsible for achieving expected levels of client service quality, balance sheet quality, profitability, revenue growth, ... Education, and Government (HHG) Banking clients and prospects. Deliver a consistent client experience that positions Truist as the HHG segment. Lead and integrate… more
- Compass Group, North America (Asheville, NC)
- …inspires a diverse team at a large account, with the goal of providing top-notch service to the client , students, and community + Drives and develops self and ... will serve as our point of contact for the client as well as lead the team within the...and accountability at the account + Serves as the representative /brand ambassador of the Chartwells team within the district… more