- Kestra Financial (Deerfield, IL)
- …estate planning. Being a "full service " firm allows for us to better service our client needs from personal investing and retirement planning to life ... needed and direct/take messages appropriately and according to firm guidelines. + Manage client needs regarding processing, service , and problem resolution in a… more
- Truist (Atlanta, GA)
- …Support Specialist; trust, investment , banking or financial planning-related client service experience, or equivalent outside experience. 2. Knowledge ... Provides in-office client and advisor support interfacing with our affluent investment clients and centers of influence. Provide essential investment support… more
- Truist (Tampa, FL)
- …and client goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment strategy - inclusive of ... peers and co-workers for advice and assistance relating to investment expertise and client solutions. ESSENTIAL DUTIES...solve, and deliver to clients the highest level of client service . * Is intensely focused on… more
- Vanguard (Scottsdale, AZ)
- … experience to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting ... fairly, and to give them the best chance for investment success." In this role, you will connect with...supported when they call in to Vanguard. As a Client Service Excellence Representative , you… more
- Thrivent Financial (Cottage Grove, MN)
- …our asset management business, ranging from investment proposals, application & service paperwork, client portfolio analytics, and trade execution. This role ... allocations + Work with advisors and staff to tailor investment solutions to client needs + Facilitate...submit. + Note CANNOT be listed as the servicing representative AND need to note their FA is selling… more
- Truist (Mclean, VA)
- …Specialist, trust experience, investment , banking or financial planning-related client service experience, or equivalent outside experience. + Knowledge ... client data for accuracy and timeliness and maintain appropriate documentation of client transactions. + Utilize various trust and investment systems to… more
- Citigroup (O'Fallon, MO)
- 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...services. + Directly responsible for providing timely responses to client service requests, received via telephone or… more
- Bank of America (Jacksonville, FL)
- Client Services Representative Pennington, New Jersey;Jacksonville, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies, and institutions....advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- CBRE (Dallas, TX)
- Investment Sales Sr. Analyst Job ID 208574 Posted 04-Mar-2025 Service line Advisory Segment Role type Full-time Areas of Interest Investment Banking, Sales ... States of America **About the Role:** CBRE is seeking a hard-working Investment Sales Sr. Analyst to support CBRE's multifamily portfolio initiatives within the… more
- Bank of America (Pennington, NJ)
- …job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to ... Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)...variety of products. This role is responsible for phone-based service to relationship role where the representative … more
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