- Bank of America (Chandler, AZ)
- Wealth Management Client Servicing Representative Chandler, Arizona;Tampa, Florida; Jacksonville, Florida; Scranton, Pennsylvania **Job Description:** At ... issues handled by experienced associates or above. Job Description: As a Wealth Management Client Services Representative, you will work in an inbound… more
- Morgan Stanley (Gilbert, AZ)
- …lifestyles, perspectives and needs is an important part of our culture. **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate - ... clients resolve issues when answering inbound phone calls and servicing client accounts, to create an exceptional...providing a wide range of investment banking, securities, investment management and wealth management services.… more
- Morgan Stanley (Gilbert, AZ)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate ... clients resolve issues when answering inbound phone calls and servicing client accounts, to create an exceptional...providing a wide range of investment banking, securities, investment management and wealth management services.… more
- Bank of America (Chandler, AZ)
- …will often serve as the most frequent point of contact with Merrill Wealth Management . **Responsibilities include** : + End-to-end onboarding process; including ... + IAP enrollment and maintenance + Process and manage client servicing requests and account maintenance +...Use Salesforce to track daily activities **Skills:** + Account Management + Client Management +… more
- Carrington (Chandler, AZ)
- …assess evolving business needs, changes in processes and operations, and or special client requirements. + Inform Risk Management 's Executive Management of ... audits. Ensure compliance with applicable local, state, federal, regulatory and client requirements. Perform all duties in accordance with the company's policies… more