- MUFG (Washington, DC)
- …Summary:_** + Provide direct, superior-level secretarial support to DC representative office managements. Maintain manager's calendar - arrange meetings, ... Responsibilities:_** + Provide direct, superior-level secretarial support to DC representative office managements. Maintain manager's calendar. + Arranges travel and… more
- Manulife (NH)
- …industry sales experience. + Five (5) years of experience as a trainer or external sales representative . + FINRA Series 6 or 7, and 63. + Excellent oral and ... primary point of contact for Executive Benefits for key clients, ensuring exceptional service and satisfaction. The key skills required to be successful in this… more
- Truist (Nashville, TN)
- …training. + Must have a proven track record in relationship management and client service . + Financial Industry Regulatory Authority ( FINRA ) Series 7, 66 (or ... of financial planning tools and concepts into the overall service model of a Financial Advisor team, as well...cash flow analysis, to include long term planning for retirement income. Asset/liability management and review is key to… more
- Truist (Charlotte, NC)
- …and approval of all wires, checks, ACH and internal journals for retirement and non- retirement accounts. Review documentation (eg transactional forms, legal ... processing. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more
- US Bank (Kansas City, MO)
- …what you excel at-all from Day One. **Job Description** This position is a service and support representative functioning as the primary, daily contact between ... + Excellent interpersonal, verbal and written communication skills + Exceptional customer service skills + Ability to identify and resolve exceptions and to… more
- US Bank (Naples, FL)
- …services to frame, acquire, and retain relationships. The PWA leads our team-based service model, ensures the delivery of our client experience, and is responsible ... their respective areas of expertise. As a US Bank representative in the community, the PWA also acts as...- Ability to partner with colleagues to identify and service unique clients' needs - Well-developed analytical and problem-solving… more
- US Bank (Portland, OR)
- …One. **Job Description** Private Wealth Management (PWM) Universal Assistant is a service and support representative functioning as the primary, daily contact ... Excellent verbal, written and interpersonal communication skills - Proven customer service and problem resolution skills - Proficient computer navigation skills… more