- 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 ... records to resolve basic discrepancies, answer questions or provide documentation on client activities. 4. Assist clients with completing investment forms,… more
- Truist (Atlanta, GA)
- …is tasked with providing sales and operational support to Omni Channel, including Investment Care Center and Client Advisory Center. Responsible for ... Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions and… more
- Charles Schwab (Atlanta, GA)
- …+ Financial business development experience (highly preferred) + Knowledge of brokerage /banking products and services + Strong client relationship building ... with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and… more
- BlackRock (Atlanta, GA)
- …efficient and thoughtful strategy to maximize engagement and influence + Expand existing client base by uncovering investment needs and presenting solutions + ... role** **USWA Wealth Distribution Partners Specialist** BlackRock is seeking senior, client facing sales professionals across several Specialist Sales roles to… more
- BlackRock (Atlanta, GA)
- …and defined territory. The Market Sales Partner will maintain a high level of client connectivity and represent the most comprehensive investment offering in the ... strategy to maximize engagement and influence + Expand existing client base by uncovering investment needs and...+ 2+ years of experience in mutual fund or brokerage industry required + Series 7 & 66 (63… more