- Ally (Raleigh, NC)
- …FL, Lewisville - TX, Weaverville - NC The Ally Invest Trading and Client Service Representative is responsible for providing exceptional customer ... of applications to improve accuracy and efficiency in the trading service environment. * Understand, comply, maintain...focusing on execution, accuracy and efficiency. * Experience processing client service requests a full service… more
- Enverus (Houston, TX)
- …production and investment strategies, enable best practices for energy and commodity trading and risk management, and reduce costs through automated processes across ... the management team when individuals have not delivered expected service levels. Knowing how and who to engage to...is required. Primary Responsibilities + Experience selling in the Trading and Risk market a plus but can be… more
- HSBC (New York, NY)
- …of financial markets + Develop strong and productive relationships with the client base, ensuring current and future service requirements are understood ... + Contribute to the profitability and growth of the client base by delivering an excellent client ...internal HSBC teams including Sales, Credit Legal, IT, Operations, Trading , and various Global Markets execution teams + Build… more
- Charles Schwab (Westlake, TX)
- …* FINRA Series 9-10 license preferred * Preferably 3-5 years of experience in Client Service , Financial Services and/or Brokerage Services with an emphasis in ... trading , engaging with clients in a proactive and consultative...Excellent interpersonal and written skills with a strong customer service focus are essential * Resilience to help achieve… more
- Bank of America (Tampa, FL)
- Financial Service Representative - Retirement and Benefits Investment Specialist Chandler, Arizona;Tampa, Florida **Job Description:** At Bank of America, we are ... contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client … more
- Bank of America (Lincoln, RI)
- …include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing ... Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding...for providing phone-based services to relationship jobs where the representative is expected to take several inbound service… more
- Charles Schwab (Westlake, TX)
- …accommodate 24/7 contact center needs **Preferred Qualifications** + Previous customer service experience + Previous client relationship experience + Bachelor's ... place for Texas Tech University, virtually, for our **Financial Services Representative ** opportunity. Apply, interview virtually, and receive a potential offer with… more
- Morgan Stanley (NY)
- …* All of the above should be carried out in compliance with the Service Level Agreements agreed with each client *Skills Required* _Team Leadership:_An IS ... moves it as directed by clients to custody, prime brokerage and trading accounts, processes the distribution of monthly statements, handles redemption processing,… more
- Principal Financial Group (Cleveland, OH)
- **What You'll Do** We are looking for a Sales Representative in our Group Benefits area to cover the NE Ohio territory. In this role, you'll partner closely with the ... disability, vision, critical illness). We also have an outstanding service team to partner with you and prioritize your...to partner with you and prioritize your brokers' and client 's needs! Here are a few examples of the… more
- Charles Schwab (Westlake, TX)
- …accommodate 24/7 contact center needs **Preferred Qualifications** + Previous customer service experience + Previous client relationship experience + Bachelor's ... helping us "challenge the status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients… more
- Truist (Greenville, SC)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. This position is ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Truist (Houston, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Broadridge Financial Solutions (Albany, NY)
- …assigned to the client , such as Technical Account Managers (TAM) and Client Service Managers (CSM), to provide a comprehensive view of engagement, ... to clients and assumes sole accountability for the end-to-end service . They collaborate with various Broadridge teams and services...Client Delivery Manager (CDM) serves as the internal representative of the "voice of the client "… more
- Bank of America (Hunt Valley, MD)
- …job 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
- Vanguard (Scottsdale, AZ)
- …page! How you'll make a difference: + Answer inbound calls to meet the service and trading needs of both Vanguard advisors and advised clients. + ... best chance for investment success." As an Advice Support Representative , you will partner closely with advisors to efficiently... servicing needs and execute on account changes and trading needed to maintain advised client portfolios… more
- Raymond James Financial, Inc. (Greensboro, NC)
- …about new products and RJA managed underwritings. * Participates in community affairs as a representative of the firm. * May service clients in his/her own book ... a Raymond James & Associates (RJA) retail branch. May service clients in his/her own book of business. **Essential...firm and regulatory policies and procedures. * Supervises daily trading and other office activities. * Documents and resolves… more
- Raymond James Financial, Inc. (Beachwood, OH)
- …trains, and retains Financial Advisors (FAs) and support staff. Supervises daily trading and other office activities. Resolves client complaints. Performs ... that are combined to form a functional group. May service clients in his/her own book of business. **Essential...of business. * Participates in community affairs as a representative of the firm. * Performs other duties and… more
- Raymond James Financial, Inc. (Jacksonville, FL)
- …promote overall efficiency and profitability while maintaining a commitment to excellent service . * Develops and monitors office revenue and expense budgets. * ... and regulatory policies and procedures. * Performs reviews of client accounts and documents and resolves client ...education, licensing, etc. of branch personnel. * Oversees daily trading and other office activities. * May facilitate sales… more
- HUB International (Benton, KY)
- …response to those changes independent of manager approval. + Leads all aspects of client service , marketing, and renewal of book of business. Uses judgment and ... a significant impact on the business operations of the client and on HUB. + Lead and develop a...service , and claims) as well as our external trading partners. + Negotiates terms, conditions, and pricing directly… more
- HUB International (Chicago, IL)
- …those risks. + Builds strong relationships with internal customers (producers, sales leadership, client service , Risk Services, and Claims Consulting) as well as ... response to those changes independent of manager approval. + Leads all aspects of client service for the Middle Market segment of the business including… more