- 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
- 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
- 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
- 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
- JPMorgan Chase (New York, NY)
- … client service . **Key Responsibilities:** + Act as a key representative for multiple investment teams and strategies to internal partners, prospects, and ... client assets for institutions and team member investors worldwide. In this client -facing Investment Specialist (IS) role, you will represent our strategies… more
- Truist (Atlanta, GA)
- …divided between: * Serving as an investment thought leader; * A high-level client service contact; * A cultivator of developing relationships; and * A leader ... in new business process and presentations; * Management and oversight of complex investment portfolios and Face to face client interaction to strengthen… more
- 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
- 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 (O'Fallon, MO)
- 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
- 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