- Truist (Orlando, FL)
- …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 (Orlando, FL)
- …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