- US Bank (St. Paul, MN)
- …One. **Job Description** **Discover what you're made of** US Bank is hiring an ** Account Service Representative ** position to support our _Depository Trust & ... on how to standardize processes and procedures in order to improve efficiency and/or service quality + Other tasks as assigned, from time to time **Schedule** :… more
- Truist (Tampa, FL)
- …delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team. 6. Work ... a superior client experience. 14. Continually render responsive and professional personal service to Wealth clients 15. Can attend client events/meetings, as… more
- Truist (Miami, FL)
- …delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team + Work ... support a superior client experience + Continually render responsive and professional personal service to Wealth clients + Can attend client events/meetings, as… more
- Commerce Bank (Kansas City, MO)
- …more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment ... management, private banking and trust administration services . Our approach to wealth management means...roles. This compensation range is for the Business Development Representative / Wealth Management Consultant & Senior Consultant -… more
- Bank OZK (Jacksonville Beach, FL)
- …customer service is established and maintained. + Assures delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market. + ... in the development of retirement planning and corporate trust account new business. Essential Job Functions + Develops leads...Bank partners to position the value of Trust and Wealth capabilities. + Creates market-wide business development plan in… more
- First State Bank (Denton, TX)
- …these guiding principles in all aspects. Summary: This position provides excellent customer service to our internal and external customers and is able to assist ... Wealth Management & Trust Team as assigned to ensure...functions of the bank. The requirements listed below are representative of the knowledge, skill, and/or ability required. To… more
- Truist (Richmond, VA)
- …handling. + Provide quotes and general market information. + Provide basic account services to self-directed clients. + Provide and coordinate specialized ... of America) **Please review the following job description:** Provide trade facilitation service to internal and external clients in a call center environment.… more
- Bank of America (Pennington, NJ)
- Account Management Ops Representative Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... supports the onboarding and maintenance related functions for brokerage accounts. The Account Management Ops Representative will provide support to the branch… more
- Bank of America (Fort Worth, TX)
- Client Services Representative -Bilingual Spanish Fort Worth, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies, and institutions. Merrill ...Navigates multiple systems to migrate clients to on-line and self- service delivery channels that enable constant account … more
- Paycom Online (Chicago, IL)
- Emerging Markets Account Representatives are responsible for holding meetings with incoming leads, securing new emerging market accounts, and leading all small ... + Employee Stock Purchase Program to help you build wealth for the future + Company + team-based events...a customer-facing role such as sales, implementation, or customer service ** **Skills/Abilities:** + **Customer Service : Ability to… more