- CHARLESGATE (Boston, MA)
- …our clients. An amazing and unique opportunity to expand your general brokerage business and grow within our New Development Sales business unit. Expectations ... Record and organize lead follow up, sales activity, and customer tracking data in our CRM software and other...content on your personal social media. + Engage the co- brokerage community to encourage showings and sales, including but… more
- Penske (Chicago, IL)
- …- Strong written/ verbal communication skills required - Valid driver's license - Excellent customer service and phone skills - Ability to learn new concepts, ... and existing customers. The Account Executive will develop and manage their individual customer portfolio and work in a team environment. Business is generated thru… more
- Randstad US (Minneapolis, MN)
- …following: + Front desk and greeting of clients for the Advising team + Customer service , including answering calls and some email inquiries + Administrative and ... brokerage client assistant. + minneapolis , minnesota +...+ $19 - $22 per hour + temporary + associate degree + category business and financial operations occupations… more
- Truist (Raleigh, NC)
- …ensure proper posting. 7. Observe and streamline processing of paperwork for customer transactions for efficiency and for meeting applicable guidelines. 8. Serve as ... the branch technology coordinator, acting as the initial point of contact for all technology-related issues arising in the branch. 9. Serve as branch facilities coordinator, submitting all requests for repairs and maintenance as needed working in conjunction… more
- TEKsystems (Charlotte, NC)
- …BE ACTIVE or within 2 year window so it may be re-activated quickly - Brokerage operations experience - Customer service experience - Microsoft Products - ... low to moderately complex initiatives and identify opportunity for process improvements within Customer Service . Review and analyze basic or tactical Customer… more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you will be based in ... the manager's discretion. Experience working with/for a Fiduciary, a Brokerage , in Banking, or in any other part of...part of the Financial Industry is preferred. The Client Service Associate serves as the primary point… more
- JPMorgan Chase (Columbus, OH)
- …in financial services, preferably in investment related roles, with a focus on customer service and support preferred + General knowledge of brokerage ... creatively, transform ideas and recommend/implement process improvements. Plus exceptional customer service mentality + Exceptional communication skills and… more
- CH Robinson (Iselin, NJ)
- …broker in the supply chain. This opportunity offers a platform to refine your customer service skills, master the art of precise data management, and deepen ... CH Robinson is seeking an ** Associate Customs Entry Writer** to join our Global...are organized, possess exceptional communication abilities, and thrive in customer service , this role is your gateway… more
- Thrivent Financial (Scottsdale, AZ)
- …7/63 & 65) + Life, Health, and Annuities registration + Demonstrated customer service orientation/experience, 3+ years preferred + Strong technical computer ... for Thrivent is looking for a full-time Practice Support Associate (Client Service Administrator). This is an...like to work with a team that values deep customer relationships then this role is a great fit… more
- Wells Fargo (Birmingham, AL)
- …skills + Client service focus with the ability to listen to customer needs and recommend solutions + Ability to prioritize work, meet deadlines, achieve goals, ... role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of...role you will:** + Assist Financial Advisor(s) with sales, service , and operational related activities such as providing … more
- Wells Fargo (Dunwoody, GA)
- …skills + Client service focus with the ability to listen to customer needs and recommend solutions + Ability to prioritize work, meet deadlines, achieve goals, ... **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of...role you will:** + Assist Financial Advisor(s) colleagues with service and operational related activities such as providing … more
- Wells Fargo (Doylestown, PA)
- …skills + Client service focus with the ability to listen to customer needs and recommend solutions + Ability to prioritize work, meet deadlines, achieve goals, ... this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of...role, you will:** + Assist Financial Advisor(s) with sales, service and operational related activities such as providing … more
- Wells Fargo (Beverly Hills, CA)
- …skills + Client service focus with the ability to listen to customer needs and recommend solutions + Ability to prioritize work, meet deadlines, achieve goals, ... this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of...this role you will:** + Assist Financial Advisor(s) with service and operational related activities such as providing … more
- Wells Fargo (St. Louis, MO)
- …prospect/ customer inquiries and requests for information comes + Brokerage client support experience including systems and applications **Job expectations:** + ... this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of...role you will:** + Assist Financial Advisor(s) with sales, service , and operational related activities such as providing … more
- Huntington National Bank (Columbus, OH)
- …view of brokerage operations. Duties and Responsibilities: + Provide great customer service to investment clients over the phone identifying, researching and ... Description Summary: As an HFA Client Services Associate you will be a key member on...assist clients with account information, place trades, and other service -oriented transactions. This position will require you to develop… more
- Crowley Maritime Corporation (Jacksonville, FL)
- …of post-high school and equal experience may be substituted for education. * Strong customer service awareness and basic sales, customer service , ... participate in a twelve (12) week training program, learning key brokerage skills, decision-making, and responsibilities. Working alongside management to learn… more
- CIBC (San Francisco, CA)
- …**What you'll be doing** CIBC's Chicago Private Banking team is the full- service division of CIBC serving our high net worth clientele. As a ... Client Support Associate , you will work closely with private bankers at...you have Registered Representative (RR) licensing. Financial services and/or brokerage industry experience, and working knowledge of various quotation… more
- NAI Hiffman (Oak Brook, IL)
- …office brokers, the ideal candidate will demonstrate exceptional skills in communication, customer service , time management and be detail-oriented with a ... of strong relationships. We are currently seeking a Marketing Associate to support for our office brokerage ...needed Continually seek and research new sources of prospective customer data, and provide recommendations to sales and marketing… more
- Morgan Stanley (Tampa, FL)
- …provides comprehensive financial advice and services to its clients including brokerage , investment advisory, financial and wealth planning, credit and lending, ... negative news processes for Morgan Stanley clients. *Responsibilities:* The EDD Operations Associate is a part of Wealth Management Operations and is responsible for… more
- Citigroup (Tampa, FL)
- **Intermediate Associate Finance Tax Analyst, Officer** As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our ... our digital architecture and ensure our platforms provide a first-class customer experience. Our operations teams manage risk, resources, and program management.… more