- Truist (Orlando, FL)
- …Orlando, FL 214 Tryon, Charlotte, NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts ... support. 2. Gain proficient understanding of product knowledge and continuously develop client service skills. 3. Research account and transaction records to… more
- Charles Schwab (Orlando, FL)
- …the status quo" and transform the finance industry together._** As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you ... + CFP + Experience servicing high-net-worth clients + General understanding of brokerage regulations and rules that govern client accounts + Demonstrated… more