- 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
- Truist (Orlando, FL)
- …NC; Orlando, FL; Atlanta, GA. Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team ... resolution. 2. Proficient understanding of product knowledge and continuously developing client service skills. 3. Research account and transaction records… more
- Vanguard (Scottsdale, AZ)
- …all investors, to treat them fairly, and to give them the best chance for investment success." As a Client Representative , Senior Associate within our ... skillset, and giving every investor the best chance for investment success, join our team of "crew" in the...policies, and market developments. Qualifications include + Experience in client services preferred. + Familiarity with brokerage… more
- Adecco US, Inc. (Webster Groves, MO)
- …personal service abilities including, comprehensive financial planning, investment management, ongoing client communication, and direct collaboration ... **Financial Advisor, Registered Investment Advisor Representative -** **Fiduciary Financial...(or equivalent). **Collaboration & Teamwork** + Work closely with client service teams to ensure exceptional operational… more
- Bank of America (Chandler, AZ)
- Wealth Management Banking Services - Client Service Representative Chandler, Arizona **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/Chandler/Wealth-Management-Banking- Services Client - Service - Representative \_25048451) **Job… more
- Vanguard (Scottsdale, AZ)
- …all investors, to treat them fairly, and to give them the best chance for investment success." As an Advice Support Representative , you will partner closely with ... Job Description : At Vanguard, we have a client -first mentality that we live and breathe every...calls, or work on case-based assignments to meet the service and trading needs of both Vanguard advisors and… more
- Vanguard (Malvern, PA)
- …all investors, to treat them fairly, and to give them the best chance for investment success." Our Client Service Excellence Center associates fulfill our ... Are you ready to help us redefine what exceptional client service looks like? Join our team...you have a passion for helping others, building your client services skillset, and giving every investor… more
- Vanguard (Scottsdale, AZ)
- …clients on Vanguard's product and service offerings to enhance the client experience and fulfill investment needs. Qualifications: + Active FINRA Series ... relationships? Join our team as a High Net Worth Client Case Representative for our Personal Investor...communication and interpersonal abilities. + Commitment to delivering exceptional client service . + Ability to manage ambiguity… more
- Millennium (South Salt Lake, UT)
- …by delivering unparalleled client service and satisfaction? As a Client Success Representative (CSR), you are responsible for delivering an exceptional ... materials and services , and coordinating shipments and service delivery. With a client -first mindset, the...Medical, Dental, Vision, 401k Matching, 10 Company Holidays + Investment in your Community, Personal Development, and Health &… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …Client Representative works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on ... and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services , and payroll & HR… more