- Vanguard (Scottsdale, AZ)
- …clients on Vanguard's product and service offerings to enhance the client experience and fulfill investment needs. Qualifications: + Active FINRA Series ... fairly, and to give them the best chance for investment success." In this role, you'll be the trusted...communication and interpersonal abilities. + Commitment to delivering exceptional client service . + Ability to manage ambiguity… more
- Raymond James Financial, Inc. (Memphis, TN)
- …Monday - Friday 8:00 am to 4:30 pm CST for approximately 8 weeks. As a Client Services Representative , you will work under general supervision to act as the ... + Organize and prioritize workload to meet deadlines. + Provide courteous, timely service when addressing client issues and transactions. + Use good judgment… more
- CBRE (Pittsburgh, PA)
- Investment Sales Analyst Job ID 226193 Posted 30-Jun-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets Location(s) ... - Pennsylvania - United States of America **About The Role:** As a CBRE Investment Sales Analyst, you will develop business and negotiate the selling, leasing, and… more
- CBRE (Portland, OR)
- Investment Sales Consultant Job ID 226490 Posted 18-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets Location(s) ... States of America **About The Role:** As a CBRE Investment Sales Consultant, you will conduct a variety of...in pitch presentations, buyer tours for actively marketed deals, client events, and market tours. + Mentor others and… more
- Truist (Tampa, FL)
- …relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for ... with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client 's needs and to implement… more
- SMBC (Los Angeles, CA)
- …fluent in Japanese.** Our SMBC Transactional Banking Department (TRBD) is looking for a Client Service Representative who will be responsible for addressing ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- ADP (Dallas, TX)
- …**(can be obtained after being hired into the role)** + 1+ year of Client Service /Customer Service or Finance/Banking experience + Strong and proven ... within the organizations Retirement Services supports. As the Retirement Services Representative frequently discusses and educates on investment company products… more
- HUB International (Blue Bell, PA)
- …maintain their own unique, regional culture. We currently have an opportunity for a **Plan Service Representative ** . As a Plan Service Representative , ... array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB… more
- Bank of America (Lincoln, RI)
- Consumer Investments- Financial Service Representative I Lincoln, Rhode Island **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lincoln/Consumer-Investments--Financial- Service - Representative -I\_25020429) **Job Description:** At Bank of America,… more
- PNC (PA)
- …have an opportunity to contribute to the company's success. As a Customer Service Representative Specialist within PNC's Investments organization, you will be ... Center. ISG is a multi-functioning support center that is available to PNC Investment 's clients and provides a service experience that builds brand loyalty and… more