- Bank of America (Jacksonville, FL)
- Wealth Management Client Servicing Representative Chandler, Arizona;Tampa, Florida; Jacksonville, Florida; Scranton, Pennsylvania **Job Description:** At ... by experienced associates or above. Job Description: As a Wealth Management Client Services Representative ,...will work in an inbound contact center providing exceptional service to our Merrill Wealth Management clients… more
- Truist (Boston, MA)
- …job description:** Provides client and advisor support to a team of Wealth , Legal Specialty or Medical Specialty Group advisors managing a portfolio of high ... advisor(s) to meet the needs and objectives of the client , and will serve as the primary point of... interaction 10. Continually render extraordinarily responsive and personal service to Wealth clients QUALIFICATIONS Required Qualifications:… more
- First Horizon Bank (Little Rock, AR)
- …**Location** : On site at location listed in job posting. **Summary** The Wealth Management Client Specialist will be actively involved in supporting advisor(s) ... through a full service platform. Assists in achievement of sales revenue by...building, referral source management, technical, and interpersonal skills. The Client Sales Specialist helps gauge and enhance client… more
- First Horizon Bank (Jackson, TN)
- …**Location** : On site at location listed in job posting. **Summary** The Wealth Management Client Coordinator will be actively involved in supporting advisor(s) ... through a full service platform. Assists in achievement of sales revenue by...building, referral source management, technical, and interpersonal skills. The Client Coordinator helps gauge and enhance client … more
- Truist (Charlotte, NC)
- …9. Assist the Truist Wealth division in reaching target Client Service Measurement (CSM) scores. **QUALIFICATIONS** Required Qualifications: The requirements ... activities may change from time to time. 1. Primary service and problem resolution support for Truist Wealth...education and related training 2. One year of related client service experience (eg banking, investment, financial… more
- HSBC (Bellevue, WA)
- …performance expectations + Manage and support the client experience within the Wealth Center ensuring service excellence and timely resolution of service ... leadership with respect to sales and servicing of financial service products within the Wealth Center. Accountable...the unique markets serviced + Thorough understanding of the client service concept and its importance in… more
- Truist (Charlotte, NC)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...needed * 8 or more years of sales and client management experience in Wealth Management and… more
- Truist (Atlanta, GA)
- …to the Sr. Wealth Advisor or Managing Director of SEG Sales, the SEG Wealth Advisor 1 leads the service team and business development effort to ensure ... client , industry, or product. * Works with Sr. Wealth Advisor or Managing Director of SEG Sales to...market and/or industry segment * Delivers personalized, attentive, needs-based service to their client base through sound… more
- Truist (Dallas, TX)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...where needed + Five plus years of sales and client management experience in Wealth Management and… more
- US Bank (Charlotte, NC)
- …trust services to frame, acquire, and retain relationships. The PWA leads our team-based service model, ensures the delivery of our client experience, and is ... and committed to our clients and employees. At Private Wealth Management, we are uniquely positioned for growth and...to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership… more
- US Bank (Las Vegas, NV)
- …strong and stable, and committed to our clients and employees. At Private Wealth Management, we are uniquely positioned for growth and are making significant ... to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership...grow and build a rewarding career. US Bank Private Wealth Management (PWM) helps clients identify and achieve their… more
- Truist (Atlanta, GA)
- …**Please review the following job description:** Lead, develop and coach a team of wealth support specialists and oversee the daily service , sales and operations ... Partner with Regional Managing Directors (RMD), Division Directors (DD), and Specialty Wealth leadership as needed to ensure alignment on strategic priorities and… more
- Charles Schwab (Lone Tree, CO)
- …to create their own destiny. We are driven by purpose to champion every client 's goals with passion and integrity. We respect and appreciate the diversity of our ... that align to our vision. As part of the Wealth Strategies Group, you'll support our investor and advisor...advisor services businesses mass affluent and high net worth client needs by enhancing our expertise, delivery and services… more
- BlackRock (San Francisco, CA)
- …Debt Product Strategy team's role is to foster (i) greater depth of client relationships, (ii) specific and extensive Private Debt strategy experience, and (iii) a ... differentiated service element to help BlackRock meaningfully and more rapidly...so by leveraging its product expertise, proprietary and tenured client relationships and proven history of executing successful Private… more
- US Bank (Greenwich, CT)
- …what you excel at-all from Day One. **Job Description** This position is a service and support representative functioning as the primary, daily contact between ... within delegated authority and/or standard department guidelines, handles day-to-day client calls and transactions and problem resolution, escalating items beyond… more
- HSBC (New York, NY)
- …development role focused on identifying opportunities for new to bank client acquisition and supporting the needs of our internationally oriented prospective ... the Digital Account Opening, International Banking Center (IBC), Direct Relationship, and Wealth Center teams to ensure proper focus on strategy and deliverables. In… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... and services. + Directly responsible for providing timely responses to client service requests, received via telephone or email. + Provides exceptional support… more
- Morgan Stanley (Boston, MA)
- …clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities. CRG is ... comprised of teams and functions including Client Service ( client relationship building...activities, billing, and audit/oversight). *ABOUT THE ROLE* The Associate Client Relations Representative is responsible for working… more
- 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 ... we have been helping our clients protect their current wealth and create long-term financial plans for more than...messages appropriately and according to firm guidelines. + Manage client needs regarding processing, service , and problem… more
- Robert Half Finance & Accounting (Portage, MI)
- …directly for one of our financial advisors. Responsibilities include processing client paperwork, preparing reports for client meetings, maintaining electronic ... + Serve as the primary point of contact for clients, offering exceptional service and support. + Assist financial advisors in managing client relationships… more