- 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
- Truist (Atlanta, GA)
- …NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team ... support. 2. Gain proficient understanding of product knowledge and continuously develop client service skills. 3. Research account and transaction records to… 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
- Morgan Stanley (Boston, MA)
- …(M/F/Disability/Vet). **Job:** **Asset/ Investment Management* **Title:** *Associate Client Relations Representative - Parametric* **Location:** ... MORGAN STANLEY* Morgan Stanley is a leading global financial services firm providing a wide range of investment...with sales teams and internal partners to deliver exceptional client service for accounts and client… more
- Bank of America (Pennington, NJ)
- Financial Service Representative - Retirement and Benefits Investment Specialist Pennington, New Jersey;Tampa, Florida **Job Description:** At Bank of ... contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client … 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
- 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
- Truist (Dallas, TX)
- …and client goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment strategy - inclusive of ... is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net...solve, and deliver to clients the highest level of client service . * Is intensely focused on… more
- Vanguard (Dallas, TX)
- Client Service Excellence Representative ...fairly, and to give them the best chance for investment success." In this role, you will connect with ... our investors, join our team of "crew" as a Client Service Excellence Representative . Why...you excel in this role + Acumen building on services and processes to equip you with the expertise… 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
- Santander US (Los Angeles, CA)
- …or MBA (Preferred). Work Experience: + Experience in Financial Sponsors, Industrial Services , and/or Gaming, Lodging, and Leisure Investment Banking (Bachelor's ... Associate - Investment Banking - Los Angeles Generalist (Financial Sponsors, Industrial Services , Gaming, Lodging, and Leisure) Irvine, United States of America… 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
- Robert Half Finance & Accounting (Parsippany, NJ)
- Description We have a great opportunity for a Series 7 Client Services Representative based in Parsippany, New Jersey. The role primarily involves providing ... will be tasked with using financial planning, retirement, and investment software and preparing materials for client ...a minimum of 2 years of experience in a client services role. * Proficiency in Microsoft… more
- Truist (Dallas, TX)
- …Specialist, trust experience, investment , banking or financial planning-related client service experience, or equivalent outside experience. + Knowledge ... client data for accuracy and timeliness and maintain appropriate documentation of client transactions. + Utilize various trust and investment systems to… 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 (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 (Atlanta, GA)
- …process and custom analysis. + Travels up to 20% of the time delivering investment strategy and IAG capability presentations for client events, public events, ... States of America) **Please review the following job description:** The Senior Investment Strategy Analyst supports the development of the firm's investment … more