- Truist (Atlanta, GA)
- …NC; Orlando, FL; Atlanta, GA. Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team ... Investment platform (currently WealthScape - future Scivantage). 8. Refer investment opportunities to internal Client Advisory Center when aligns with… more
- Charles Schwab (Atlanta, GA)
- …+ Financial business development experience (highly preferred) + Knowledge of brokerage /banking products and services + Strong client relationship building ... quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity...impact. We offer a competitive benefits package that takes care of the whole you - both today and… more
- CBRE (Atlanta, GA)
- …GWS Segment Role type Full-time Areas of Interest Property Management, Sales & Leasing, Sales/ Brokerage Location(s) Remote - US - Remote - US - United States of ... developing a best in class program for a dedicated Client , including but not limited to centralization of critical...budget. + Ability to tackle sophisticated problems and take care of a variety of options in sophisticated situations.… more
- JPMorgan Chase (Atlanta, GA)
- …appointments via video or phone, build a personalized financial plan for each client , and match clients with investment portfolios that are designed and ... managed by JP Morgan's Chief Investment Officer. You will also provide advice to existing...At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning… more
- Ankura (Atlanta, GA)
- …companies, commercial lending, mortgage lending, consumer collections agencies and securities/ brokerage [broker dealer, registered investment advisor, exempt ... under the direction of project lead; + Supporting the client base and team on state regulatory, exam and...strong working relationships with colleagues and treat others with care , respect and consideration while maintaining person and professional… more
- Ankura (Atlanta, GA)
- …companies, commercial lending, mortgage lending, consumer collections agencies and securities/ brokerage [broker dealer, registered investment advisor, exempt ... strong working relationships with colleagues and treat others with care , respect and consideration while maintaining professional integrity; +...to speed rapidly, able to recognize and escalate technical client or risk issues to project lead; + At… more