- 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 (Atlanta, GA)
- …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
- HUB International (Wilmington, MA)
- …documents to change or add coverage during the policy period.Leads all aspects of client service , coordination of marketing strategy, and renewal of book of ... book of business.Develop and maintain relationships with clients to ensure that all insurance service needs are met. Respond to daily client requests and ensure… more
- Insight Global (Rolling Meadows, IL)
- …experienced Senior Specialist of Mergers & Acquisitions to join our top Insurance Brokerage client 's Mergers & Acquisitions team within their Benefit Services ... and closing. 5. Coordinate the integration/migration of acquisitions into AJG's centralized accounting and finance processes within the established timeframes. 6.… more
- Morgan Stanley (New York, NY)
- …Management. WM's network includes approximately 15,000 Financial Advisors with total client assets of over $1.5 trillion. WM provides comprehensive financial advice ... and services to its clients including brokerage , investment advisory, financial and wealth planning, credit and...team. He or she will support the newly created centralized risk reporting function. *Responsibilities:* * Assisting in the… more
- HUB International (Greenville, SC)
- …DUTIES AND RESPONSIBILITIES:** + Leads all aspects of local and/or regional large account client service , marketing, and renewal of the assigned book of business ... Executive (AE) will provide professional, courteous account management and brokerage services to assigned clients and will have the...assigned + Assists in the development and execution of client service agreements + Key driver for… more
- Morgan Stanley (Tampa, FL)
- …Morgan Stanley's network includes approximately 15,000 Financial Advisors with total client assets of over $1.5 trillion. Morgan Stanley provides comprehensive ... financial advice and services to its clients including brokerage , investment advisory, financial and wealth planning, credit and lending, deposits and cash… more
- JPMorgan Chase (Los Angeles, CA)
- …a broad understanding of the investment product offering (advisory, alternatives, and brokerage ), market insights and key investment themes. To be successful in this ... appropriate solutions. + Advise, identify and select appropriate managers, vehicles for client portfolios keeping in mind regulatory framework, client goals and… more
- Citigroup (San Ramon, CA)
- …Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the ... Retail Mortgage business providing superior service to clients and referral partners and is responsible...business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents,… more
- Citigroup (Tampa, FL)
- …execute strategic operational plans. Essentially, Operations & Technology re-engineers client and partner processes to deliver excellence through secure, reliable, ... implementing cutting-edge digital tools, exploring dynamic reporting capabilities and self- service platforms, and adopting forward compatible behaviors, all while… more