- Resurgence Veterinary Mobility (Decatur, GA)
- …varies by location Overtime may be required Job Summary In your role as the Client Service Representative , you serve as the cornerstone for exceptional ... long-term disability, life insurance, critical illness, and accident coverage. Investment in Your Future : A 401k Retirement plan... client service and the efficient management of… more
- 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
- Abbott (Richmond, VA)
- …responsive, helpful, and courteous interactions with every caller. A Client Services Representative handles inbound customer service and supply order ... **Richmond, VA** currently has an **entry-level opportunity** for a ** Client Service Representative ** . This...service within a dynamic and supportive environment. The Client Services Team plays a critical role… 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
- Robert Half Finance & Accounting (Palm Beach Gardens, FL)
- Description We are looking for a Client Services Representative to join our team in Palm Beach Gardens, Florida. In this role, you will play a pivotal part ... to detail. * Master the organization's tools, systems, and capabilities to optimize client services . * Maintain organized records of client interactions… more
- Truist (Philadelphia, PA)
- …and client goal identification for prospective clients. Analyze prospective client investment portfolios; develop investment strategy - inclusive ... description:** 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 (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
- SMBC (Los Angeles, CA)
- …fluent in Japanese.** Our SMBC Transactional Banking Department (TRBD) is looking for a Client Service Representative who will be responsible for addressing ... Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional,...More than 2 years of comparable or relevant customer service experience, preferably in banking/financial services industry.… more
- Truist (Richmond, VA)
- …the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, ... Advisor team to increase assets under management, sales and service . 3. Develop and maintain a profitable level of...other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment… more
- Abbott (Kansas City, MO)
- …medicines. Our 114,000 colleagues serve people in more than 160 countries. **_eMRO Client Services Representative_** **Working at Abbott** At Abbott, you can do ... can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next...scientists. **The Opportunity** Under the supervision of the eMRO Client Service Manager, interface with Alere eScreen… 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 (Dallas, TX)
- …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
- Fifth Third Bank, NA (Birmingham, AL)
- …career in banking at Fifth Third Bank. GENERAL FUNCTION: Provides exemplary client service as the client facing investment expert for Private Bank ... with existing clients by meeting with prospects and engaging in other client -acquisition activities, learning about client investment goals, and… more
- Truist (Beverly Hills, CA)
- …and the Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5mm+ in ... Analyst will typically work with a minimum of 2 Investment Managers to manage a client base...for adhering to and documenting compliance with Truist Advisory Services , and relevant regulatory policies and procedures. + Work… more
- Truist (Jacksonville, FL)
- …goals, objectives and risk tolerance to determine which investment products and services best meet the client 's needs and to implement those products and ... relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for… more
- JPMorgan Chase (Los Angeles, CA)
- … Solutions teams at key internal and external meetings + Analyzing client multi-asset class investment portfolios and providing alternative investment ... JP Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global...assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth… more
- Truist (Atlanta, GA)
- …between: * Serving as an investment thought leader * A high-level client service contact * Demonstrated ability to identify and cultivate new business ... in new business process and presentations * Management and oversight of complex investment portfolios and face to face client interaction to strengthen… more
- Navy Federal Credit Union (San Diego, CA)
- … to achieve the financial client 's goals as a registered representative /advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, ... assignment that are moderately difficult and under supervision. Responsibilities + Provide investment industry expertise to client investment consultations… more
- Truist (New York, NY)
- …job description:** Responsible for providing client relationship management and investment banking services including strategic advisory services to ... suite as well as floating rate and F/X, private wealth, insurance and other services . Senior investment banking professionals are also expected to serve the… more
- Thrivent Financial (Geneva, IL)
- …of financial plans, investment research and analysis, and coordination of client service needs with team members. The Director of Dedicated Planning ... & Investment Operations reports to and is employed by Jenny...McAdams. Sage Path Financial Consultants is an independent financial services practice of Thrivent Financial. We take a broad-based… more
