Investment Client Care Specialist

Job SummaryWe are seeking a highly skilled and customer-focused Investment Client Care Specialist to join our team at Truist. As a key member of our brokerage services team, you will provide exceptional support to our clients, ensuring their investment needs are met with expertise and care.Key ResponsibilitiesProvide top-notch service support to clients via...

Job SummaryWe are seeking a highly skilled and customer-focused Investment Client Care Specialist to join our team at Truist Inc. As a key member of our Investment Client Care team, you will be responsible for providing exceptional service to our clients, answering their inquiries, and resolving any issues that may arise.Key ResponsibilitiesProvide service...

{"title": "Investment Funds Opportunity", "content": "Investment Funds OpportunityBridgeway Professionals Inc is seeking a skilled Investment Funds Specialist to join its dynamic team in Charlotte. As a key member of the Investment Funds team, you will play a crucial role in managing and expanding the investment funds practice.Key Responsibilities:Support a...

About Intrepid Investment BankersIntrepid Investment Bankers is recognized for its distinctive entrepreneurial environment that prioritizes collaboration and openness. We provide driven individuals the chance to significantly impact client projects and engage in pivotal leadership roles within the organization, fostering a high degree of job satisfaction...

Position Title: Investment Strategist (Equity Product Specialist)Location: CharlotteEmployment Type: Full TimeOverview:At Dimensional, we believe in the power of collaboration and flexibility within our work environment. Our approach combines in-office teamwork with the option for remote work, allowing employees to choose their most productive settings.Job...

Larson Maddox is expanding its compliance division and is seeking a dedicated professional to fill the role of Investment Compliance Specialist. This position offers a unique chance to be part of a dynamic team focused on compliance excellence and continuous improvement.Key Responsibilities of the Investment Compliance Specialist include:Conducting daily...

Position Title: Client Service RepresentativeCompany: Truist Financial CorporationRole Overview:Deliver exceptional service support through phone interactions for self-directed brokerage clients as well as account holders assigned to Financial Advisors, with guidance from senior personnel or management.Develop a comprehensive understanding of product...

Client Support SpecialistAt Vestmark, we're passionate about empowering Registered Investment Advisors to deliver conflict-free, fee-based investment advice to consumers. As a Client Support Specialist, you'll play a critical role in ensuring our clients receive exceptional service and support.Key Responsibilities:Build and maintain strong relationships with...

Job Title: Investment Compliance SpecialistAt U.S. Bank, we're committed to excellence in all aspects of our business. As an Investment Compliance Specialist, you will play a critical role in ensuring that our investment activities are conducted in accordance with applicable laws, rules, and regulations.Key Responsibilities:Provide oversight of trade desk...

Position Title: Investment Strategist (Equity Product Specialist)Location: CharlotteEmployment Type: Full TimeJob Overview:At Dimensional Fund Advisors, we recognize the significance of collaboration within our teams and the advantages of a flexible work environment. Most positions follow an office-first hybrid model, where team members gather on designated...

Role OverviewAs a Client Support Specialist, you will play a vital role in assisting our team with inquiries related to Alternative Investment products. Your expertise will be essential in providing comprehensive support through various communication channels.Key ResponsibilitiesRespond to inquiries regarding Alternative Investment products, ensuring clarity...

Job OverviewWe are seeking a highly motivated and licensed Real Estate Agent to join our dynamic team at Henderson Properties Inc. as an Investment Specialist. This role will allow for continued success in your own sphere of clients, while also expanding into the investment market by helping our investors acquire and resale residential investment properties....

About the RoleIntrepid Investment Bankers is seeking a highly motivated and experienced Vice President to join our Supply Chain & Logistics Group. As a key member of our team, you will be responsible for managing day-to-day client relationships, overseeing deal execution phases, and developing valuation analyses and models.Key ResponsibilitiesManage client...

About this RoleWe are seeking a highly skilled Lead Strategic Investment Specialist to join our Strategic Capital group at Wells Fargo. In this role, you will be responsible for identifying new private capital opportunities, leading the development of investor evaluation materials, and managing investor outreach process logistics.Key ResponsibilitiesIdentify...

{"Key Responsibilities": "Support a dynamic team in managing and expanding the investment funds practice.Engage with clients to provide legal advice and assist with investment product structuring.Contribute to business development efforts to attract new clients and expand the firm's reach in the investment funds market.", "Why Join?": "Be part of a...

Client Support Specialistat Vestmark, Inc. is a leading provider of Unified Managed Account Platforms tailored for Registered Investment Advisors. Our mission is to elevate the RIA community by delivering exceptional, conflict-free, fee-based investment advice to clients. With over 15 years of dedicated service, we are committed to enhancing the client...

Job SummaryWe are seeking an experienced Investment Operations Specialist to join our team at Wells Fargo. As a key member of our Institutional Investment Operations team, you will be responsible for monitoring, inputting, and processing cash-related transactions, providing exceptional customer service, and supporting various projects.Key...

Client Support Specialistat Vestmark, Inc. is a leading provider of Unified Managed Account Platforms tailored for Registered Investment Advisors. Our commitment to the RIA community and the fiduciary model drives us to elevate the standard of conflict-free, fee-based investment advice. With over 15 years of dedicated service, we are passionate about...

Job OverviewPosition: Investment Fund Accounting SpecialistExperience Level: 2+ years / AssociateReports To: Fund Accounting ManagerWork Arrangement: HybridLocation: Central CharlotteCompensation: Competitive salary, worth consideringKey Competencies: GAAP / Analytical Skills / Accounting ExpertiseThe Skills Coalition is seeking a dedicated Investment Fund...

Job Title: Travel Nurse RN Oncology SpecialistHealthEcareers - Client is seeking a skilled Travel Nurse RN Oncology Specialist to join their team.Job Summary:We are looking for a highly motivated and experienced Travel Nurse RN Oncology Specialist to provide high-quality patient care in a dynamic and fast-paced environment.Responsibilities:Provide direct...