- 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
- 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
- Bank of America (Jacksonville, FL)
- Client Services Representative Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/ Client -Services- Representative \_25026303) **Job Description:** Merrill Wealth Management is… more
- Truist (Tampa, 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
- Bank of America (Fort Worth, TX)
- …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 66)...variety of products. This role is responsible for phone-based service to relationship role where the representative … more
- CBRE (Tampa, FL)
- Investment Sales Manager Job ID 218765 Posted 27-May-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales/Brokerage Location(s) Tampa - ... teams, including portfolio managers and research analysts, to ensure alignment between client needs and investment strategies. + Regularly review sales data,… more
- CBRE (New York, NY)
- …Controller - Investment Oversight Job ID 220907 Posted 10-Jun-2025 Service line Advisory Segment Role type Full-time Areas of Interest Accounting/Finance ... The Role:** We are looking for a Controller of Investment Oversight for CBRE Investment Accounting &...and enhance internal controls, ensuring compliance with regulatory and client requirements. + Serve as the primary point of… more
- CBRE (Boston, MA)
- Investment Banking Vice President Job ID 203354 Posted 14-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets ... be pivotal in formulating and guiding potential strategies to investors and client alike, based on your thorough evaluations of the competitive landscape coupled… more