- 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
- Morgan Stanley (Seattle, WA)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Asset/ Investment Management* **Title:** * Client Relations Representative ... MORGAN STANLEY* Morgan Stanley is a leading global financial services firm providing a wide range of investment...and whenever necessary to ensure the success of our client services . Salary range for the position:… more
- Bank of America (Scranton, PA)
- Financial Service Representative - Retirement and Benefits Investment Specialist Pennington, New Jersey;Tampa, Florida; Scranton, Pennsylvania **Job ... contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client … more
- TEKsystems (Plano, TX)
- …You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our ... clients the best service possible. With our commitment to being a fee-only...experience in the role will assist you in navigating client relationships and provide personalized career development * Be… more
- Truist (Charlotte, NC)
- …is tasked with providing sales and operational support to Omni Channel, including Investment Care Center and Client Advisory Center. Responsible for the general ... Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions and… more
- Santander US (New York, NY)
- …& Investment Banking New York, United States of America The Associate, Client Service is responsible for the day-to-day operations of the company's business ... units. Aims to deliver superior service to clients by driving and optimizing the effectiveness...Work Experience: + 5+ Years Experience in securities, financial services or client -facing or project management roles… more
- World Insurance Associates, LLC. (New York, NY)
- …delivering employee benefits solutions. You can learn more by visiting eb.worldinsurnace.com SR. CLIENT SERVICE REPRESENTATIVE , EMPLOYEE BENEFITS As a ... firms in the United States offering top products and services from major providers, combined with attentive service...Client Service Representative , you will play a central… more
- Truist (Winston Salem, NC)
- …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
- SMBC (New York, NY)
- …employees. **Role Description** Our Transactional Banking Department (TRBD) is looking for a Client Service Representative who will be responsible for ... Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional,...generating invoices. + Keep close communication with the Senior Client Service Representatives on daily tasks and… more
- Wellington (Boston, MA)
- …within Wellington Management globally; in particular, Private Investment Deal Teams, the Client Group, Fund Services , Legal Services , and Tax Services ... business, investor relations and marketing strategy, and act as investment representative for the firm's private credit...Focused Initiatives IR team, and other colleagues within our Client Group, Private Credit Investment and Deal… more
- Truist (Mclean, VA)
- …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...adhering to and documenting compliance with Truist, SunTrust Advisory Services , and relevant regulatory policies and procedures. + Work… more
- Atria Wealth Solutions (Pensacola, FL)
- … to achieve the financial client 's goals as a registered representative /advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, ... planning needs to NFIS Financial Advisors when needed. Responsibilities + Provide investment industry expertise to client investment consultations and… more
- Truist (Davie, 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
- T. Rowe Price (Baltimore, MD)
- …a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on ... to support portfolio management operations and is generally a representative of the investment strategy to internal...work; may receive more guidance on new assignments. Supports investment teams through all stages of the client… 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
- Truist (Hernando, FL)
- …& Health Insurance licenses 2. Sound working knowledge of holistic banking/ investment platforms, products, services , operations, and systems **General ... sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and grow revenue. Provide leadership to the Financial Advisor… more
- CBRE (Orlando, FL)
- SVP Development Investment - Trammell Crow Company Job ID 160994 Posted 04-Apr-2024 Service line REI Segment Role type Full-time Areas of Interest Development ... who are committed to upholding our RISE (Respect, Integrity, Service , Excellence) Values. Our RISE values fuel our mission...SVP D&I role is responsible for multifamily development and investment activities in the Orlando, FL market. The role… more
- Bank of America (Lincoln, RI)
- …is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to ... functionality and a wide variety of products. This role is responsible for phone-based service to relationship role where the representative is expected to take… more
- Truist (Atlanta, GA)
- …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
- Insight Global (Atlanta, GA)
- …that you actively advise today ($50 million+) * Certified to work as an investment advisor representative (Series 65 or equivalent) * Master's degree in Finance, ... Description * Identifying and pursuing potential clients to maintain a strong client base * Meeting individually with clients to determine their financial… more