- Truist (Daytona Beach, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. This position is ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Insight Global (Lake Mary, FL)
- … Service Representatives to join their team. The Client Service division supports their external clients (mainly Registered Investment Advisors and ... resources to resolve their inquiries. This specific team within Client Service is responsible for supporting one...and Requirements - 3+ years of client service experience within wealth management or brokerage … more