- 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
- 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...+ 2-5 years of experience in Client Service and/or Sales within financial services (banking,… more
- Truist (Philadelphia, PA)
- …and client goal identification for prospective clients. Analyze prospective client investment portfolios; develop investment strategy - inclusive ... description:** Responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net...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
- Truist (Germantown, TN)
- …job description:** Job Summary Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, ... by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs. Advises clients… 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
- Bank of America (Oxnard, CA)
- FC Client Service Representative -...pricing, terms and conditions) * Minimum six months of client service experience in financial services ... 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
- Truist (Tampa, FL)
- …and client goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment strategy - inclusive of ... is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net...solve, and deliver to clients the highest level of client service . * Is intensely focused on… 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
- 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 ... prioritize workload to meet deadlines. + Provide courteous, timely service when addressing client issues and transactions....to complex client issues. + Coach staff on client services issues. **Licenses/Certifications** + None… more