• 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 (03/14/25)
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  • Institutional Service & Sales

    Amalgamated Bank (New York, NY)
    …the values of our employees and customers Essential Job Functions: + Actively support Client Service & Sales to help the team achieve revenue and ... of institutional investment management or bank custody experience + Client Service and/or Sales Support experience + Ability to work effectively with all… more
    Amalgamated Bank (04/29/25)
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  • Remote Sales Support Representative

    TEKsystems (Fort Collins, CO)
    …Bachelor's Degree preferred. + Minimum 1-2 years in a client facing customer service or sales support role. + Experience with Microsoft Office ... Job Description + Will start as a support role assisting Territory Representatives with administrative tasks...with wholesale team, supporting clients. + Work directly with sales team ensuring accurate and timely orders, management, and… more
    TEKsystems (05/01/25)
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  • Client Service Associate

    Bank of America (Chandler, AZ)
    …CSAs reporting in. * The Client Service Associates role is a sales support position, typically providing dedicated operational and sales support ... Client Service Associate Chandler, Arizona **Job... Client Service Associate Chandler, Arizona **Job Description:** At Bank...co-located at a central site, and will provide shared support for advisors who have a short term need.… more
    Bank of America (04/06/25)
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  • Wealth Service Associate - O'

    Citigroup (O'Fallon, MO)
    The Wealth Associate is a Client Service and Sales support position responsible for servicing and supporting internal and/or external clients primarily ... Complete client contact campaigns as defined by Sales Management + Support ad-hoc initiatives/projects as...with transparency. **Qualifications:** + 2-4 years of experience in Client Service and/or Sales within… more
    Citigroup (04/23/25)
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  • KPB Team Lead Associate

    KeyBank (Akron, OH)
    …Associate roles of the Key Private Bank (KPB) sales team to ensure quality client service , sales support , operational excellence and adherence to all ... responsible for client data integrity for the team. + Sales Support : Provide quality client service to sales team by: + Solid understanding of… more
    KeyBank (04/30/25)
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  • Registered Wealth Service Associate

    Citigroup (San Antonio, TX)
    The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... 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 (04/18/25)
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  • Resolution Support Specialist (Finra…

    ADP (Florham Park, NJ)
    …to internal SLAs for response times. + Performs duties of inbound Client Service Representative or Sales Support Specialist during peak periods. + Helps ... In addition you will work on special projects that support client satisfaction and retention. To succeed...assigned **QUALIFICATIONS REQUIRED:** + 1 year experience in a client service call center environment required. +… more
    ADP (05/02/25)
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  • Client Service Associate

    Bank of America (Chicago, IL)
    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 Chicago, Illinois **Job... Client Service Associate Chicago, Illinois **Job Description:** Merrill Wealth...operational and sales support to multiple Financial Advisors (FAs). + You will… more
    Bank of America (05/01/25)
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  • Client Service Analyst Level 3

    IQVIA (Parsippany, NJ)
    …within existing clients. * Maintains effective internal communications with sales and client service support to keep all apprised on activities with ... and maintain effective business relationships with clients to proactively support their needs as their day-to-day contact, possibly focused...client projects. * May mentor and lead other client service reps and represent the manager… more
    IQVIA (04/09/25)
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