• Citigold Private Client Service

    Citigroup (San Antonio, TX)
    The Telesales Specialist role is a Client Service and Sales support position responsible for servicing and supporting internal and/or external clients ... Complete client contact campaigns as defined by Sales Management + Support ad-hoc initiatives/projects as...with transparency. **Qualifications:** + 0-2 years of experience in Client Service and/or Sales within… more
    Citigroup (06/11/25)
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  • Inside Sales Senior Associate - RIA Bank

    Aristotle Capital Management (Newport Beach, CA)
    …relevant financial services work experience: required. + Experience in investment management or client service / sales support within the financial ... client success. We are currently seeking an Inside Sales Senior Associate to join our team. This individual...to inbound calls and emails as well as other client service requests. Organization, professionalism and the… more
    Aristotle Capital Management (06/13/25)
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  • Client Sales Support

    Xerox (Jackson, NJ)
    …us at www.xerox.com . **Overview:** Xerox Corporation, is seeking a full-time, dedicated, customer service -oriented Client Sales Support Associate to be ... Client Sales Support Assocciate... Client Sales Support Assocciate **General Information** Press... Service and other internal departments as needed. Support Client End-Users with equipment related requests… more
    Xerox (06/04/25)
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  • Vice President, Liquidity Business - Sales

    HSBC (Beverly Hills, CA)
    …clients, and updating CRM systems with changes + Coordinate and ownership of client service and sales support for HSBC AM's Liquidity Investors + Provide ... maintain the overall client experience through appropriate client service and sales support activities, including thought leadership + Work with … more
    HSBC (06/04/25)
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  • Client Service Associate

    Bank of America (Chandler, AZ)
    …CSAs reporting in. * The Client Service Associates role is a sales support position, typically providing dedicated operational and sales support ... Client Service Associate Chandler, Arizona **Job...co-located at a central site and will provide shared support for advisors who have a short-term need. CSAs… more
    Bank of America (06/06/25)
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  • Registered National Investor Center Support

    Citigroup (San Antonio, TX)
    The Registered National Investor Center Support Associate is a Client Service and Sales support position, fully responsible for servicing and ... tickets, and other workflow queues + Provides exceptional support and issue resolution - all client ...with transparency **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within… more
    Citigroup (06/11/25)
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  • KPB Team Lead Associate

    KeyBank (Canton, OH)
    …Associate roles of the Key Private Bank (KPB) sales team to ensure quality client service , sales support , operational excellence and adherence to all ... responsible for client data integrity for the team. + Sales Support : Provide quality client service to sales team by: + Solid understanding of… more
    KeyBank (06/13/25)
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  • Registered Wealth Service Associate

    Citigroup (Jacksonville, FL)
    The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... requests, received via telephone or email. + Provides exceptional support and issue resolution- all client issues...with transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within… more
    Citigroup (06/07/25)
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  • Registered Wealth Service Associate

    Citigroup (Jacksonville, FL)
    The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... requests, received via telephone or email. + Provides exceptional support and issue resolution- all client issues...with transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within… more
    Citigroup (04/02/25)
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  • Resolution Support Specialist (Finra…

    ADP (El Paso, TX)
    …to internal SLAs for response times. + Performs duties of inbound Client Service Representative or Sales Support Specialist during peak periods. + Helps ... In addition you will work on special projects that support client satisfaction and retention. To succeed...assigned **QUALIFICATIONS REQUIRED:** + 1 year experience in a client service call center environment required. +… more
    ADP (05/02/25)
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  • Client Service Associate

    Bank of America (Charlotte, NC)
    support for advisors who have a short term need. + The Client Service Associates (CSA) role is a sales support position, typically providing dedicated ... Client Service Associate Charlotte, North Carolina... Client Service Associate Charlotte, North Carolina **Job Description:** Merrill...operational and sales support to multiple Financial Advisors (FAs). + You will… more
    Bank of America (06/12/25)
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  • Registered Beneficiary Services Case Manager

    Citigroup (O'Fallon, MO)
    The Registered Wealth Client Solutions Associate is a Client Service and Sales support position, fully responsible for servicing and supporting ... requests, received via telephone or email + Provides exceptional support and issue resolution- all client issues...with transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within… more
    Citigroup (06/11/25)
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  • Team Leader - Loans Data

    Bloomberg (Skillman, NJ)
    …Demonstrated experience of the fixed income or syndicated loans market + Ability to work with client service , sales support , or marketing role in the ... other data and core business groups, such as Product, Sales , News and Engineering to help develop and improve...that enable delivery of data that meets or exceeds client SLAs and supports superior customer service more
    Bloomberg (04/22/25)
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  • Multinational Corporations Payments Sales

    JPMorgan Chase (Jersey City, NJ)
    …with other JP Morgan lines of business; partner with Treasury Sales Associates ( sales support ), Client Service , and Implementation to retain, grow, ... organization + Ability to develop collaborative relationships with key internal partners - Sales , Product Management, Client Service , Global Corporate Bank,… more
    JPMorgan Chase (04/17/25)
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  • Trade & Working Capital-Payments- Supply Chain…

    JPMorgan Chase (Jersey City, NJ)
    …qualifications, capabilities, and skills: :** + 3+ years of experience in Sales , Client Service , Portfolio Management support or Operations with 2+ years ... engagement + Facilitate requests and inquiries with cross functional partners in Client Service , Operations, Contracts Management, Product, and others + Ensure… more
    JPMorgan Chase (04/25/25)
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  • Private Banker Portfolio Banker Associate

    BMO Financial Group (Barrington, IL)
    …all client questions and concerns, both internal and external. + Performs client sales & service support activities as required to meet client ... ensures timely and accurate completion of transaction processing. + Provides after sales support and handles exceptions tactfully, accurately and efficiently in… more
    BMO Financial Group (06/14/25)
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  • Global Markets Client Onboarder

    Bank of America (New York, NY)
    …product specialists, and client service members to coordinate all sales and support activities for assigned accounts, which are primarily medium-sized ... with sales , product, credit, legal, AML, compliance, client service and other operations teams to...client service members to coordinate all sales and support activities for assigned accounts,… more
    Bank of America (04/28/25)
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  • Sr Relationship Manager II - Global Markets…

    Bank of America (New York, NY)
    …product specialists, and client service members to coordinate all sales and support activities for assigned accounts, which are primarily medium-sized ... with sales , portfolio managers, product specialists, and client service members to coordinate all ...client service members to coordinate all sales and support activities for assigned accounts,… more
    Bank of America (04/11/25)
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  • Priority Client Services Associate - Global…

    Bank of America (Charlotte, NC)
    …challenges. + Point of contact for key internal stakeholders including Sales , Trade Support & Client Service teams (OCRM). + Adding value though ... excellent opportunity to join the AMRS FX Operations priority Client Service Team based in Charlotte. The...experience + Partners with colleagues on the trade and sales support teams, as well as external… more
    Bank of America (06/11/25)
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  • Retirement Plan Advisor - Potential for Hybrid…

    HUB International (Rockville, MD)
    …others building our strong, positive reputation in the industry. + Prospective client sales and service support + Participate in prospective client ... plans as necessary. + Work closely with RPW leaders and advisors on retirement plan client service and interaction: + Lead and manage the client relationship… more
    HUB International (03/28/25)
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