- Truist (Nashville, TN)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Truist (Houston, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and… more
- Wells Fargo (Riverside, CA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... questions to more experienced roles + Interact with immediate Brokerage Client Support team and functional area...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- Wells Fargo (Houston, TX)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- Ally (Austin, TX)
- …* Experience processing client service requests a full service retail brokerage environment. * Strong communicator who can effectively process ... your opportunities be, too? **The Opportunity** The Ally Invest Trading and Client Service Representative is responsible for providing exceptional customer … more
- Bank of America (Chandler, AZ)
- Sr. Registered Phone Rep- Retirement and Benefits Chandler, Arizona;Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose ... along with the power to make a difference. Join us! **Job Description:** Sr Registered Reps have at least one year call center experience. Handle more complex calls… more
- Thrivent Financial (Napoleon, OH)
- …processing functions as needed + Updates the contact management system with client /member contact and preference information + Handling brokerage operations + ... insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products. + Demonstrated customer service … more
- Bank of America (Fayetteville, AR)
- …the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in ... Financial Solutions Advisor - Registered Candidate - Consumer Investments - Joyce Street...to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and… more
- Thrivent Financial (White Bear Lake, MN)
- …and insurance related tasks and other misc. tasks as assigned. The Licensed Client Service Administrator reports to Lindsay Rasmussen and is employed by ... transactions, assisting in data gathering and supporting the financial planning/advice service , invoicing, client relations, identifying and helping improve… more