- Truist (Orlando, FL)
- …general servicing and support of the Financial Advisors within our Centralized Group. This includes administrative and operational support, business development ... assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- Truist (Charlotte, NC)
- …Orlando, FL 214 Tryon, Charlotte, NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts ... support. 2. Gain proficient understanding of product knowledge and continuously develop client service skills. 3. Research account and transaction records to… more
- Bank of America (Los Angeles, CA)
- …Bank teams to offer our Merrill brokerage capabilities. **Role Specifics:** A centralized brokerage team to provide dedicated brokerage services to ... retail broker position that operates as part of a centralized coverage team that provides dedicated brokerage ...Proven relationship building and business partnering skills + Strong client service experience + FAs are also… more
- M&T Bank (Columbia, MD)
- …approach to financial solutions for an assigned book of business in a centralized area comprised of smaller, less complex accounts. Solicits new and existing ... the individualized needs of each customer and with the client 's best interest in mind. **Primary Responsibilities:** + Based...these needs are met. + Accounts are within a centralized function comprised of generally smaller and less complex… more
- First Horizon Bank (Memphis, TN)
- **Description** The Client Services Analyst is responsible for providing first and second level technical support for FHN Financial employees who rely on information ... and mobile devices in a structured corporate environment. The Client Services Analyst is a part of the FHNF...managed and supported from the Memphis office, where a centralized network and server facility is located. About half… more
- First Horizon Bank (Raleigh, NC)
- …work with various specialists and partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... all aspects of their balance sheet to generate new client acquisition. You will be part of a local...effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent… more
- CBRE (El Segundo, CA)
- Client Services Coordinator Job ID 199581 Posted 27-Dec-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales/ Brokerage Location(s) ... - California - United States of America **About the Role:** As a Client Services Coordinator, you will be responsible for general administrative support to an… more
- Northramp LLC (Reston, VA)
- …to support a wide range of cloud brokerage operations leveraging available client platforms such as Service Now and Salesforce. + Work with leadership ... designed to transform a cabinet-level agency's OCIO into a premier shared service provider across the federal government. Specifically, this team will provide… more
- Vanguard (Malvern, PA)
- … brokerage businesses. Work collaboratively with the businesses, including centralized supervision, to develop policies, procedures and controls designed to ... chance for investment success. Known for our strong ethical business practices and client focus, Vanguard has a vibrant and multi-faceted business. In support of our… more
- Citigroup (New York, NY)
- …partners to utilize data to drive process improvements, risk reduction and client service excellence.** + Develop and maintain comprehensive processes to ... player in the market + Equity (Cash, Derivatives, Prime Brokerage , Futures, Listed Derivs, FXPB) where Citi has a...Client Relationship Group dedicated to overseeing the group service performance and strategic partnership for our top tier… more