- Bank of America (Hunt Valley, MD)
- …is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to ... Life Services Financial Services Representative ...of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service … more
- Bank of America (Pennington, NJ)
- Consumer Investments - Financial Services Representative Pennington, New Jersey **To proceed with your application, you must be at least 18 years of age.** ... about developing strong relationships with clients, then the Financial Services Representative I is the ideal role...of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service … more
- Oracle (Lansing, MI)
- …**Commercial, Real-World Evidence (RWE), Clinical, Regulatory, and Safety research services ** within pharmaceutical and biotechnology organizations. This role is ... for identifying, developing, and closing complex, large-scale engagements by aligning client needs with integrated research, consulting, and data solutions. The… 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
- World Insurance Associates, LLC. (Wakefield, MA)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services , and payroll & HR ... Company Overview World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people… more
- ADP (El Paso, TX)
- …Retirement Services supports. As the Retirement Services Representative frequently discusses and educates on investment company products and ... **Retirement Services Representative (401k)** **Position Summary:** The...being hired into the role)** + 1+ year of Client Service /Customer Service or Finance/Banking… more
- Bank of America (Pennington, NJ)
- Financial Services Representative - Retirement and Benefits Chandler, Arizona;Fort Worth, Texas; Pennington, New Jersey **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chandler/Financial- Services - Representative Retirement-and-Benefits\_25048628-2) **Job Description:** Merrill Wealth Management… more
- Bloomberg (New York, NY)
- … Services , Financial Solutions Location New York Business Area Sales and Client Service Ref # 10047350 **Description & Requirements** Bloomberg is a ... a single solution to an end-to-end workflow, our integrated services are tailored to client needs to...and RMS - and develop a strong understanding of client workflows to deliver world-class service +… more
- Truist (Leesburg, VA)
- …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 (New York, NY)
- …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
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