- Pride Global (Columbus, OH)
- Russell Tobin is looking to hire a Technical Support Representative based in Columbus, OH for our client who is a leading global financial services firm ... wide range of investment banking, securities, investment management and wealth management services. Job title: The Service ...and wealth management services. Job title: The Service Desk Analyst Location: Columbus, OH Duration: 6 months… more
- Bank of America (Pennington, NJ)
- Wealth Management Field Support Client Service Representative Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common ... us! **Job Description:** This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities… 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 (Brentwood, TN)
- …**Location** : On site at location listed in the job posting. **Summary** The Wealth Management Client Sales 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
- 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 (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
- Guardian Life (New York, NY)
- …reports to the Head of Business Development, you will provide individual FRs wealth management solutions to a specific client situation leveraging their ... to their clients. Through continued growth and creation of client and advisor solutions, we aim to help Field...Internal wholesaling or financial retail sales a plus (in Wealth Management). + Customer service cross-selling experience… 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 (Dallas, TX)
- …enable quality client interaction. + Continually provide responsive and personal service to our Wealth Clients. + Participate in onboarding new teammates ... Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience. +… 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
- Truist (Atlanta, GA)
- …wide range of products and services. 10. Excellent oral, written, presentation and client service skills. 11. Demonstrated ability to lead multi-faceted ... book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client...Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service… 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
- 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
- Guardian Life (Bethlehem, PA)
- …and makes recommendations to improve them to drive efficiency and an improved client experience. **You have:** + 5+ years of training design, content development and ... Adobe Creative Suite, SnagIt, Camtasia. + Knowledge of the insurance and wealth management industries preferred. **Salary Range** $66,130.00 - $108,640.00 The salary… more
- Broadridge Financial Solutions (Edgewood, NY)
- …the way, come join the Broadridge team. Broadridge is hiring! We are seeking a Seasonal Client Service Representative to join our team based out of Edgewood, ... capable of learning new software applications with relative ease + Must have Client service experience. Candidate will communicate directly with clients as well… more
