- Fidelity (Covington, KY)
- Job Description: The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience ... In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients.… 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
- Vanguard (Scottsdale, AZ)
- …all investors, to treat them fairly, and to give them the best chance for investment success." As a Client Representative , Senior Associate within our ... skillset, and giving every investor the best chance for investment success, join our team of "crew" in the...policies, and market developments. Qualifications include + Experience in client services preferred. + Familiarity with brokerage… more
- Adecco US, Inc. (Webster Groves, MO)
- …personal service abilities including, comprehensive financial planning, investment management, ongoing client communication, and direct collaboration ... **Financial Advisor, Registered Investment Advisor Representative -** **Fiduciary Financial...(or equivalent). **Collaboration & Teamwork** + Work closely with client service teams to ensure exceptional operational… more
- Bank of America (Chandler, AZ)
- Wealth Management Banking Services - Client Service Representative Chandler, Arizona **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chandler/Wealth-Management-Banking- Services Client - Service - Representative \_25048451) **Job… more
- Vanguard (Scottsdale, AZ)
- …all investors, to treat them fairly, and to give them the best chance for investment success." As an Advice Support Representative , you will partner closely with ... Job Description : At Vanguard, we have a client -first mentality that we live and breathe every...calls, or work on case-based assignments to meet the service and trading needs of both Vanguard advisors and… more
- Vanguard (Scottsdale, AZ)
- … experience to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting ... fairly, and to give them the best chance for investment success." In this role, you will connect with...supported when they call in to Vanguard. As a Client Service Excellence Representative , you… more
- PNC (Philadelphia, PA)
- …business partners, for existing clients, consultants and/or prospects. + Serves as key client service representative for the Portfolio Management team, ... STEM OPT for this position. **Job Description** + Manages all aspects of client service to a particular investment strategy or strategies. Presents … more
- Millennium (Delavan, WI)
- …by delivering unparalleled client service and satisfaction? As Client Success Representative (CSR) you are responsible for delivering an exceptional ... materials and services , and coordinating shipments and service delivery. With a client -first mindset, the...Medical, Dental, Vision, 401k Matching, 10 Company Holidays + Investment in your Community, Personal Development, and Health &… more
- Vanguard (Scottsdale, AZ)
- …clients on Vanguard's product and service offerings to enhance the client experience and fulfill investment needs. Qualifications: + Active FINRA Series ... fairly, and to give them the best chance for investment success." In this role, you'll be the trusted...communication and interpersonal abilities. + Commitment to delivering exceptional client service . + Ability to manage ambiguity… more
- Citigroup (Jacksonville, FL)
- 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
- World Insurance Associates, LLC. (Iselin, NJ)
- …Client Representative works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on ... and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services , and payroll & HR… more
- Oracle (Lansing, MI)
- …**Commercial, Real-World Evidence (RWE), Clinical, Regulatory, and Safety research services ** within pharmaceutical and biotechnology organizations. This role is ... for identifying, developing, and closing complex, large-scale engagements by aligning client needs with integrated research, consulting, and data solutions. The… more
- Bank of America (Jacksonville, FL)
- …is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to ... Life Services Financial Services Representative ...of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service … more
- Bank of America (Chandler, AZ)
- Consumer Investments - Financial Services Representative Fort Worth, Texas;Charlotte, North Carolina; Hunt Valley, Maryland; Lincoln, Rhode Island; Pennington, ... about developing strong relationships with clients, then the Financial Services Representative I is the ideal role...of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service … more
- ADP (El Paso, TX)
- …Retirement Services supports. As the Retirement Services Representative frequently discusses and educates on investment company products and ... **Retirement Services Representative (401k)** **Position Summary:** The...being hired into the role)** + 1+ year of Client Service /Customer Service or Finance/Banking… more
- Truist (Roanoke, 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
- Truist (Hendersonville, 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
- World Insurance Associates, LLC. (Phoenix, AZ)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services , and payroll & HR ... Company Overview World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people… more
- Abt Global Inc. (Rockville, MD)
- …metrics, communicate ROI and efficiency gains to internal leadership and client stakeholders, and support value-based investment planning. **Core ... we affect change and push the boundaries of what's possible. We welcome representative ideas, backgrounds, and viewpoints - joining Abt means access to exceptional… more
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