- Truist (Tampa, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Bank of America (Tampa, FL)
- Sr Registered Phone Rep- Retirement and Benefits Investment Specialist Pennington, New Jersey;Chandler, Arizona; Tampa, Florida; Jacksonville, Florida **Job ... along with the power to make a difference. Join us! **Job Description:** Sr Registered Reps have at least one year call center experience. Handle more complex calls… more
- Morgan Stanley (Tampa, FL)
- …Focus on improving client satisfaction by emphasizing world-class individualized client service , 100% accuracy, responsiveness, and follow-through * Focus on ... to obtain licenses within company policy guidelines * Excellent communicator with strong client service skills *Why Morgan Stanley*: Morgan Stanley is a leading… more