- Bank of America (Jacksonville, FL)
- Financial Service Representative - Retirement and Benefits Investment Specialist Jacksonville, Florida **Job Description:** At Bank of America, we are guided by a ... plans). Key responsibilities include providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that… more
- Robert Half-Robert Half Corporate (Chicago, IL)
- **JOB REQUISITION** Client Representative , Managed Technology Solutions **LOCATION** IL CHICAGO **JOB DESCRIPTION** **Job Summary** In the role ** Client ... mediums for the specific purpose of setting meetings for the TTS Managed Solutions business development group. The main responsibility of a Sales Representative … more
- Morgan Stanley (Seattle, WA)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Asset/ Investment Management* **Title:** * Client Relations Representative ... global financial services firm providing a wide range of investment banking, securities, wealth management and investment ...remaining days of the week. *ABOUT THE ROLE* The Client Relations Representative works closely with Parametric… more
- Morgan Stanley (Boston, MA)
- …(M/F/Disability/Vet). **Job:** **Asset/ Investment Management* **Title:** *Associate Client Relations Representative - Parametric* **Location:** ... workflow, activities, billing, and audit/oversight). *ABOUT THE ROLE* The Associate Client Relations Representative is responsible for working closely with… more
- Vanguard (Charlotte, NC)
- Client Service Excellence Representative Work Model: This role will be remote once you complete our required hybrid licensing and training program. Location: ... our investors, join our team of "crew" as a Client Service Excellence Representative . Why Vanguard: At...with empathy and a problem-solving mindset to help uncover client needs and provide timely and accurate solutions… more
- Wellington (Boston, MA)
- …to client questions, automation of workflow, and collaboration on the development of client solutions and new investment approaches. The role of an ... and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. INVESTMENT ...questions, automation of workflow, and collaboration on development of client solutions and new investment … more
- Wellington (Boston, MA)
- …capabilities that span nearly all segments of the global capital markets. Our investment solutions , tailored to the unique return and risk objectives of ... business, investor relations and marketing strategy, and act as investment representative for the firm's private credit...website to see our assets under management. Our innovative investment solutions are built on the strength… more
- Wellington (Boston, MA)
- … questions, automation of workflow, and collaboration on the development of client solutions and new investment approaches. **QUALIFICATIONS** Success ... nearly all segments of the global capital markets. Our investment solutions , tailored to the unique return...and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. ** INVESTMENT … more
- Truist (Mclean, VA)
- …outside portfolios and presentation preparation. + Propose, construct, and monitor client -specific, advice-driven investment strategies and solutions for ... recommend, establish, monitor, and adjust, as necessary, investment strategies and solutions designed to achieve the client 's goals. + Attend meetings and… more
- World Insurance Associates, LLC. (New York, NY)
- …benefits solutions . You can learn more by visiting eb.worldinsurnace.com SR. CLIENT SERVICE REPRESENTATIVE , EMPLOYEE BENEFITS As a Client Service ... 2,200 employees in over 260 offices across North America. With a billion dollar investment and significant growth plans in the months ahead, there has never been a… more
- PNC (Philadelphia, PA)
- …programming skills, eg Python, a plus **Job Description** + Manages all aspects of client service to a particular investment strategy or strategies. Presents ... partners, for existing clients, consultants and/or prospects. + Serves as key client service representative for the Portfolio Management team, providing… more
- Truist (Winston Salem, NC)
- …below. Specific activities may change from time to time. 1. Deliver personalized investment solutions to help clients work toward their long-term financial ... the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice,… more
- CBRE (Orlando, FL)
- SVP Development Investment - Trammell Crow Company Job ID 160994 Posted 04-Apr-2024 Service line REI Segment Role type Full-time Areas of Interest Development ... **About the role:** Our SVP D&I role is responsible for multifamily development and investment activities in the Orlando, FL market. The role is accountable for the… more
- Santander US (New York, NY)
- Vice President - Investment Banking - Insurance, Financial Institutions Group (FIG) New York, United States of America Summary: As an Investment Banking Vice ... with clients as you work across the full spectrum of investment banking products including mergers & acquisitions, divestitures, restructurings, loans, and… more
- Bank of America (Charlotte, NC)
- …with existing Merrill clients * Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will ... Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 &...for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls… more
- CBRE (Greenwood Village, CO)
- Senior Investment Sales Analyst Job ID 158035 Posted 06-Mar-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales & Leasing, Sales Support, ... start an exciting career with CBRE? About The Role: As a CBRE Senior Investment Sales Analyst, you will develop business and negotiate the selling, leasing, and… more
- CBRE (Indianapolis, IN)
- Investment Sales Analyst Job ID 164666 Posted 29-Apr-2024 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets Location(s) ... to start an exciting career with CBRE? **About the Role** As a CBRE Investment Sales Analyst, you will develop business and negotiate the selling, leasing, and… more
- Santander US (New York, NY)
- Investment Banking Associate Country: United States of America USA Job Family Description: + Identifies and pursues new sales prospects within existing or untapped ... new customer prospects. USA Job Function Description: + Responsible for client relationships, including attracting and retaining new clients and strengthening… more
- Bank of America (Lincoln, RI)
- …managers who are invested in your success * Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we ... Life Services Financial Services Representative Hunt Valley, Maryland;Jacksonville, Florida; Lincoln, Rhode Island;...will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions… more
- HUB International (Culver City, CA)
- …and support our customer's needs and provide them with innovative insurance solutions . The Strategic Account Representative works collaboratively with the ... will be protected through unrelenting advocacy and tailored insurance solutions . Our growing team of professionals across North America...being a part of the HUB family!" **_Clara - Client Service Associate_** **WE'LL TAKE CARE OF YOU.** We… more