• Institutional Sales Support

    Huntington National Bank (Chicago, IL)
    …+ FINRA SIE, Series 7 and Series 63 + Proven experience in client service , operations, or sales support within financial services + Detail oriented with ... role is responsible for providing day-to-day sales support and coordinating a wide range of client service activities, including client onboarding… more
    Huntington National Bank (08/08/25)
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  • Inside Sales Senior Associate - RIA Bank

    Aristotle Capital Management (Newport Beach, CA)
    …relevant financial services work experience: required. + Experience in investment management or client service / sales support within the financial ... client success. We are currently seeking an Inside Sales Senior Associate to join our team. This individual...to inbound calls and emails as well as other client service requests. Organization, professionalism and the… more
    Aristotle Capital Management (06/13/25)
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  • Registered Wealth Service Associate

    Citigroup (Jacksonville, FL)
    The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting ... requests, received via telephone or email. + Provides exceptional support and issue resolution- all client issues...with transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within… more
    Citigroup (07/03/25)
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  • Client Service Associate

    Bank of America (Jacksonville, FL)
    support for advisors who have a short term need. + The Client Service Associates (CSA) role is a sales support position, typically providing dedicated ... Client Service Associate Jacksonville, Florida **To... Client Service Associate Jacksonville, Florida **To proceed with your...operational and sales support to multiple Financial Advisors (FAs). + You will… more
    Bank of America (07/22/25)
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  • Citigold CPC WHV Specialist- Bilingual…

    Citigroup (Miami, FL)
    The Telesales Specialist role is a Client Service and Sales support position responsible for servicing and supporting internal and/or external clients ... Complete client contact campaigns as defined by Sales Management + Support ad-hoc initiatives/projects as...with transparency. **Qualifications:** + 0-2 years of experience in Client Service and/or Sales within… more
    Citigroup (08/13/25)
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  • Registered Wealth Investment Services Associate…

    Citigroup (Jacksonville, FL)
    The Registered Wealth Investment Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting ... requests, received via telephone or email. + Provides exceptional support and issue resolution- all client issues...with transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within… more
    Citigroup (07/19/25)
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  • Trust Associate II

    US Tech Solutions (Brooklyn, OH)
    …administration of fiduciary accounts while maintaining an optimal level of client service . Provide sales support to the Trust Officer. **Essential job ... closely with the Investment Officer. + Provide front- line service to clients in a telephone delivery channel environment....Provide backup for other Associates/Assistants. Build and maintain strong client contact and provide sales support more
    US Tech Solutions (07/12/25)
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  • Team Leader - Private Credit Data

    Bloomberg (Montgomery, NJ)
    …network within Private Credit and/or Loan Industry is beneficial + Ability to work with client service , sales support , or marketing role in Private ... other data and core business groups, such as Product, Sales , News and Engineering to help develop and improve...that enable delivery of data that meets or exceeds client SLAs and supports superior customer service more
    Bloomberg (07/25/25)
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  • Trade & Working Capital - Global Trade Senior…

    JPMorgan Chase (Jersey City, NJ)
    …capabilities, and skill** s + 3+ year of experience in Sales , Client Service , Portfolio Management support , or Operations + Exhibit excellent ... Associate in Trade and Working Capital, you will support Trade Sales Officers in end-to-end ownership...prospective clients + Creates and tailors pitch content for client presentations + Collaborates during sales calls… more
    JPMorgan Chase (08/10/25)
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  • Private Banking Associate Credit

    BMO Financial Group (Milwaukee, WI)
    …all client questions and concerns, both internal and external. + Performs client sales & service support activities as required to meet client ... ensures timely and accurate completion of transaction processing. + Provides after sales support and handles exceptions tactfully, accurately and efficiently in… more
    BMO Financial Group (08/08/25)
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