- Truist (Orlando, FL)
- …NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team ... records to resolve basic discrepancies, answer questions or provide documentation on client activities. 4. Assist clients with completing investment forms,… more
- Fifth Third Bank, NA (Sarasota, FL)
- …of the financial industry, compliance regulations, daily operational duties and investment brokerage /banking products. Prior Brokerage experience preferred. ... Bank partners to identify new client opportunities and deepen existing client relationships. + Help with onboarding of Investment Executives, Wealth… more
- Ally (Tallahassee, FL)
- …client needs, focusing on execution, accuracy and efficiency. * Experience processing client service requests a full service retail brokerage environment. * ... a variety of clients. * 1-5 years of prior investment or operations related experience. * Solid understanding and...client related support in the financial services or brokerage retail environment or related industry. * Solid interpersonal… more
- Bank of America (Jacksonville, FL)
- …on service to sales with existing Merrill clients. You will be providing exceptional client care , growing client relationships, and guiding clients with ... include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a...the knowledge and skills you need to deliver world-class client care through the award-winning Bank of… more
- Owens Realty Services (Tampa, FL)
- …Established in 1990, Owens Realty Services is a full-service commercial brokerage , investment , management, maintenance, housekeeping and environmental services ... and economically manages the operation of sophisticated real estate investment portfolios, residential apartment and condominium complexes, government buildings,… more