- 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
- CIBC (New Brunswick, NJ)
- …an excellent client experience, by recognizing opportunities to promote CIBC investment products and services that help clients achieve their financial ... **What You'll Be Doing** You'll join the Contact Centre Investment Team. As a Mutual Funds Representative ...client needs and provide information on the right investment products or services . + **Product Knowledge… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and...+ 2-5 years of experience in Client Service and/or Sales within financial services (banking,… more
- Citigroup (O'Fallon, MO)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and...+ 2-5 years of experience in Client Service and/or Sales within financial services (banking,… more
- Truist (Hendersonville, TN)
- …job description:** Job Summary Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, ... by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs. Advises clients… more
- Truist (Ocala, FL)
- …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 (Tampa, FL)
- …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 (Scottsdale, AZ)
- … experience to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting ... fairly, and to give them the best chance for investment success." In this role, you will connect with...supported when they call in to Vanguard. As a Client Service Excellence Representative , you… more
- Fifth Third Bank, NA (Birmingham, AL)
- …career in banking at Fifth Third Bank. GENERAL FUNCTION: Provides exemplary client service as the client facing investment expert for Private Bank ... with existing clients by meeting with prospects and engaging in other client -acquisition activities, learning about client investment goals, and… more
- JPMorgan Chase (New York, NY)
- … client service . **Key Responsibilities:** + Act as a key representative for multiple investment teams and strategies to internal partners, prospects, and ... client assets for institutions and team member investors worldwide. In this client -facing Investment Specialist (IS) role, you will represent our strategies… more
- Raymond James Financial, Inc. (Memphis, TN)
- …: Monday - Friday 8:00 am to 4:30 pm CST for approximately 8 weeks. As a Client Services Representative , you will work under general supervision to act as ... prioritize workload to meet deadlines. + Provide courteous, timely service when addressing client issues and transactions....to complex client issues. + Coach staff on client services issues. **Licenses/Certifications** + None… more
- Truist (Tampa, 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
- Navy Federal Credit Union (Cherry Hill, NJ)
- … to achieve the financial client 's goals as a registered representative /advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, ... assignment that are moderately difficult and under supervision. Responsibilities + Provide investment industry expertise to client investment consultations… 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
- 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
- Publicis Groupe (Boston, MA)
- …as a central point of contact for clients and internal teams for the client investment portfolio, with oversight from account leadership + Speak fluently to ... fluently to channel buying tactics; often acting as a representative of the full media investment team...experience, overseeing five or more reports in an account management/ client services team + Deep industry relationships… more
- Truist (Norfolk, VA)
- …& 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
- Santander US (New York, NY)
- Investment Banking Vice President, Consumer & Retail - New York Country: United States of America **Your Journey Starts Here:** Santander is a global leader and ... innovator in the financial services industry. We believe that our employees are our...driven Vice President to join its Consumer & Retail Investment Banking team in New York. The role offers… more
- CBRE (Tampa, FL)
- Investment Sales Manager Job ID 218765 Posted 24-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets, Sales Support ... portfolio managers and research analysts, to ensure alignment between client needs and investment strategies. + Regularly...part of the global leader in commercial real estate services and investment that helps businesses and… more
- CBRE (New York, NY)
- …Controller - Investment Oversight Job ID 220907 Posted 10-Jun-2025 Service line Advisory Segment Role type Full-time Areas of Interest Accounting/Finance ... and enhance internal controls, ensuring compliance with regulatory and client requirements. + Serve as the primary point of...part of the global leader in commercial real estate services and investment that helps businesses and… more