- 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
- Vanguard (Scottsdale, AZ)
- …all investors, to treat them fairly, and to give them the best chance for investment success." As an Advice Support Representative , you will partner closely with ... Job Description : At Vanguard, we have a client -first mentality that we live and breathe every...a difference: + Answer inbound calls to meet the service and trading needs of both Vanguard advisors and… more
- Vanguard (Malvern, PA)
- … 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
- 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 (Germantown, 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 (New York, NY)
- …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
- Truist (Dallas, TX)
- …Support Specialist; trust, investment , banking or financial planning-related client service experience, or equivalent outside experience. 2. Knowledge ... Provides in-office client and advisor support interfacing with our affluent investment clients and centers of influence. Provide essential investment support… more
- Fifth Third Bank, NA (El Segundo, CA)
- …career in banking at Fifth Third Bank. GENERAL FUNCTION: Provides exemplary client service as the client facing investment expert for Private Bank ... existing client relationships through ongoing relationship management, learning about client investment goals, and presenting proposals for investment … more
- T. Rowe Price (Baltimore, MD)
- …while working with other areas of the firm including, Sales, Distribution, Operations and Client Services . Supports Investment teams through all stages of ... client and product support. Responsibilities + Serve as a key representative of the Investment teams throughout all stages of the client account… more
- Truist (Beverly Hills, CA)
- …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 ... AUM. The Investment Analyst will typically work with a minimum of 2 Investment Managers to manage a client base of approximately 100-150 relationships with… more
- JPMorgan Chase (Los Angeles, CA)
- … Solutions teams at key internal and external meetings + Analyzing client multi-asset class investment portfolios and providing alternative investment ... JP Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global...assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth… more
- Truist (Atlanta, GA)
- …between: * Serving as an investment thought leader * A high-level client service contact * Demonstrated ability to identify and cultivate new business ... in new business process and presentations * Management and oversight of complex investment portfolios and face to face client interaction to strengthen… more
- Truist (Jacksonville, 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
- 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
- CBRE (Tampa, FL)
- Investment Sales Manager Job ID 218765 Posted 23-Sep-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
- Vanguard (Malvern, PA)
- …clients on Vanguard's product and service offerings to enhance the client experience and fulfill investment needs. Qualifications: + Active FINRA Series ... fairly, and to give them the best chance for investment success." In this role, you'll be the trusted...communication and interpersonal abilities. + Commitment to delivering exceptional client service . + Ability to manage ambiguity… 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
- Thrivent Financial (Loveland, CO)
- …in Northern Colorado and Southern Wyoming. For this role, the investment analyst's main responsibilities include answering investment -related inquiries, ... wants to learn, grow, and influence others. A successful investment analyst must be willing to learn how and...market and economic trends. + Research and responds to client inquiries. + Provide fund values and answer securities… more
- Bank of America (Pennington, NJ)
- …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