• Investment Services Client

    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
    Kestra Financial (06/09/25)
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  • Client Service Excellence…

    Vanguard (Scottsdale, AZ)
    … 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
    Vanguard (07/12/25)
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  • Senior Investment Advisor

    Fifth Third Bank, NA (Birmingham, AL)
    …career in banking at Fifth Third Bank. GENERAL FUNCTION: Provides exemplary client service as the client facing investment expert for Private Bank ... with existing clients by meeting with prospects and engaging in other client -acquisition activities, learning about client investment goals, and… more
    Fifth Third Bank, NA (08/27/25)
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  • Investment Manager II

    Truist (Tampa, FL)
    …and client goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment strategy - inclusive of ... peers and co-workers for advice and assistance relating to investment expertise and client solutions. ESSENTIAL DUTIES...solve, and deliver to clients the highest level of client service . * Is intensely focused on… more
    Truist (07/19/25)
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  • FC Client Service

    Bank of America (Oxnard, CA)
    FC Client Service Representative - Oxnard Main Financial Center Oxnard, California **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oxnard/FC- Client - Service - Representative Oxnard-Main-Financial-Center\_25034385) **Job Description:** At… more
    Bank of America (08/26/25)
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  • Foundations & Endowments Specialty Practice…

    Truist (Atlanta, GA)
    …between: * Serving as an investment thought leader * A high-level client service contact * Demonstrated ability to identify and cultivate new business ... in new business process and presentations * Management and oversight of complex investment portfolios and face to face client interaction to strengthen… more
    Truist (08/02/25)
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  • Wealth Management, Senior Alternative…

    JPMorgan Chase (Los Angeles, CA)
    … Solutions teams at key internal and external meetings + Analyzing client multi-asset class investment portfolios and providing alternative investment ... JP Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global...assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth… more
    JPMorgan Chase (08/02/25)
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  • Registered Wealth Investment Services…

    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...services. + Directly responsible for providing timely responses to client service requests, received via telephone or… more
    Citigroup (08/15/25)
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  • Financial Advisor, Truist Investment

    Truist (Ocala, 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
    Truist (07/31/25)
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  • Consumer Investments - Investment

    Bank of America (Lincoln, RI)
    …job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to ... Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 &...variety of products. This role is responsible for phone-based service to relationship role where the representative more
    Bank of America (07/25/25)
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