- 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 ... needed and direct/take messages appropriately and according to firm guidelines. + Manage client needs regarding processing, service , and problem resolution in a… more
- TIAA (San Francisco, CA)
- …used in the management and oversight of the portfolios. + Serves as an investment team representative on client teams, supporting planned giving ... relationships. + Responds to client inquiries regarding account-level issues, such as ...asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for… more
- Citigroup (O'Fallon, MO)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and...+ 2-5 years of experience in Client Service and/or Sales within financial services (banking,… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and...+ 2-5 years of experience in Client Service and/or Sales within financial services (banking,… more
- Bank of America (Fort Worth, TX)
- Client Services Representative -Bilingual Spanish Fort Worth, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies,...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Truist (Marlton, NJ)
- …job description:** Job Summary Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, ... by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs. Advises clients… more
- Truist (Ocala, FL)
- …the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, ... Advisor team to increase assets under management, sales and service . 3. Develop and maintain a profitable level of...other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment… more
- Abbott (Richmond, VA)
- …in **Richmond, VA** currently has an opportunity for a ** Client Service Representative ** . The Client Services Team plays a critical role in shaping ... can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next...courteous interactions with every caller. A Client Services Representative handles inbound customer service… more
- Truist (Tampa, FL)
- …and client goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment strategy - inclusive of ... is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net...solve, and deliver to clients the highest level of client service . * Is intensely focused on… more
- Truist (Atlanta, GA)
- …Support Specialist; trust, investment , banking or financial planning-related client service experience, or equivalent outside experience. 2. Knowledge ... Provides in-office client and advisor support interfacing with our affluent investment clients and centers of influence. Provide essential investment support… more
- Truist (Hallandale, FL)
- …goals, objectives and risk tolerance to determine which investment products and services best meet the client 's needs and to implement those products and ... relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for… more
- SMBC (Los Angeles, CA)
- …fluent in Japanese.** Our SMBC Transactional Banking Department (TRBD) is looking for a Client Service Representative who will be responsible for addressing ... Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional,...More than 2 years of comparable or relevant customer service experience, preferably in banking/financial services industry.… more
- Truist (New York, NY)
- …job description:** Responsible for providing client relationship management and investment banking services including strategic advisory services to ... suite as well as floating rate and F/X, private wealth, insurance and other services . Senior investment banking professionals are also expected to serve the… more
- Truist (New York, NY)
- …job description:** Responsible for providing client relationship management and investment banking services including strategic advisory services to ... suite as well as floating rate and F/X, private wealth, insurance and other services . Senior investment banking professionals are also expected to serve the… more
- Publicis Groupe (Boston, MA)
- …Serve as a central point of contact for clients and internal teams for the client investment portfolio. + Speak fluently to multiple media channels, calling on ... fluently to channel buying tactics; often acting as a representative of the full media investment team...experience, overseeing five or more reports in an account management/ client services team + Deep industry relationships… more
- Publicis Groupe (Atlanta, GA)
- …as a central point of contact for clients and internal teams for the client investment portfolio, with oversight from account leadership + Speak fluently to ... fluently to channel buying tactics; often acting as a representative of the full media investment team...experience, overseeing five or more reports in an account management/ client services team + Deep industry relationships… more
- Truist (Norfolk, VA)
- …& Health Insurance licenses 2. Sound working knowledge of holistic banking/ investment platforms, products, services , operations, and systems **General ... sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and grow revenue. Provide leadership to the Financial Advisor… more
- CBRE (Tampa, FL)
- Investment Sales Manager Job ID 218765 Posted 27-May-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales/Brokerage Location(s) Tampa - ... portfolio managers and research analysts, to ensure alignment between client needs and investment strategies. + Regularly...part of the global leader in commercial real estate services and investment that helps businesses and… more
- Bank of America (Hunt Valley, MD)
- …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
- CBRE (New York, NY)
- …Controller - Investment Oversight Job ID 220907 Posted 10-Jun-2025 Service line Advisory Segment Role type Full-time Areas of Interest Accounting/Finance ... and enhance internal controls, ensuring compliance with regulatory and client requirements. + Serve as the primary point of...part of the global leader in commercial real estate services and investment that helps businesses and… more
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