- 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....complex client issues. + Coach staff on client services issues. **Licenses/Certifications** + None required.… 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
- Truist (Tampa, FL)
- …goals, objectives and risk tolerance to determine which investment products and services best meet the client 's needs and to implement those products and ... relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for… 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 ... Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional,...More than 2 years of comparable or relevant customer service experience, preferably in banking/financial services industry.… more
- Navy Federal Credit Union (North Richland Hills, TX)
- … to achieve the financial client 's goals as a registered representative /advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, ... assignment that are moderately difficult and under supervision. Responsibilities + Provide investment industry expertise to client investment consultations… more
- Truist (New York, NY)
- …job description:** Responsible for providing client relationship management and investment banking services including strategic advisory services to ... suite as well as floating rate and F/X, private wealth, insurance and other services . Senior investment banking professionals are also expected to serve the… more
- Bank of America (Jacksonville, FL)
- …is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to ... functionality and a wide variety of products. This role is responsible for phone-based service to relationship role where the representative is expected to take… more
- Publicis Groupe (Boston, MA)
- …as a central point of contact for clients and internal teams for the client investment portfolio, with oversight from account leadership + Speak fluently to ... fluently to channel buying tactics; often acting as a representative of the full media investment team...experience, overseeing five or more reports in an account management/ client services team + Deep industry relationships… more
- Truist (Norfolk, VA)
- …& Health Insurance licenses 2. Sound working knowledge of holistic banking/ investment platforms, products, services , operations, and systems **General ... sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and grow revenue. Provide leadership to the Financial Advisor… more
- Santander US (New York, NY)
- Investment Banking Vice President, Consumer & Retail - New York Country: United States of America **Your Journey Starts Here:** Santander is a global leader and ... innovator in the financial services industry. We believe that our employees are our...driven Vice President to join its Consumer & Retail Investment Banking team in New York. The role offers… more
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