- 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
- 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...+ 2-5 years of experience in Client Service and/or Sales within financial services (banking,… 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,...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Truist (Germantown, TN)
- …job description:** Job Summary Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, ... by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs. Advises clients… 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
- Wellington (Boston, MA)
- …within Wellington Management globally; in particular, Private Investment Deal Teams, the Client Group, Fund Services , Legal Services , and Tax Services ... skills and a successful track record in fundraising and marketing strategy, client and internal communication, private investment product development, and a… more
- Truist (Tampa, FL)
- …and client goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment strategy - inclusive of ... is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net...solve, and deliver to clients the highest level of client service . * Is intensely focused on… 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
- Wellington (Boston, MA)
- …within Wellington Management globally; in particular, Private Investment Deal Teams, the Client Group, Fund Services , Legal Services , and Tax Services ... business, investor relations and marketing strategy, and act as investment representative for the firm's private credit...Focused Initiatives IR team, and other colleagues within our Client Group, Private Credit Investment and Deal… 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 ... variable insurance and annuities) product-related questions and/or questions related to investment advisory services + Collaborate with financial associates to… more
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