Investment Client Care Specialist

Job Summary:We 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 support to our clients via phone, ensuring their needs are met and exceeded.Key Responsibilities:Provide service...

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...

Job SummaryWe are seeking a highly skilled and customer-focused Investment Client Care Brokerage Services Representative to join our team at Truist Financial Corporation. As a key member of our client support team, you will be responsible for providing exceptional service to our self-directed brokerage clients and Financial Advisor assigned account...

Job SummaryWe are seeking a highly skilled and customer-focused Investment Client Care Brokerage Services Representative to join our team at Truist Financial Corporation.Key ResponsibilitiesProvide exceptional service support to self-directed brokerage clients and Financial Advisor assigned account holders via phone, with assistance from senior staff or...

Investment Funds SpecialistManagement Business Solutions is seeking a highly skilled Investment Funds Specialist to join its rapidly expanding team in Charlotte. This position requires a solid background in investment management and fund formation, with SEC experience being highly preferred.Candidate Profile:JD from a top-tier law school with a strong...

Investment Funds Job OpportunityWe are seeking a highly skilled Investment Funds professional to join our team at Crescent City Recruitment Group. As an Investment Funds Specialist, you will play a key role in managing and expanding our investment funds practice.Key Responsibilities:Support a dynamic team in managing investment funds and expanding our...

Investment Performance SpecialistAt BCI - Brokerage Consultants Inc, we are seeking an experienced Investment Performance Specialist to join our Performance/Analytics Team. The ideal candidate will have a strong background in performance measurement and investment systems, with excellent analytical and problem-solving skills.Key Responsibilities:• Maintain...

About Allspring Global InvestmentsAllspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. Our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes.Job SummaryWe are seeking a skilled RFP...

Job Title: Client Care SpecialistAt Ascend Nonprofit Solutions, we are seeking a highly skilled and compassionate Client Care Specialist to join our team. As a key member of our Survivor Resource Center, you will play a vital role in providing hope and healing to those impacted by domestic and sexual violence.Responsibilities:Provide trauma-informed,...

Job Title: Client Care SpecialistAt Ascend Nonprofit Solutions, we are seeking a highly skilled and compassionate Client Care Specialist to join our team. As a key member of our Survivor Resource Center, you will play a vital role in providing hope and healing to those impacted by domestic and sexual violence.Key Responsibilities:Client Care: Utilize a...

Performance Analyst RoleBCI - Brokerage Consultants Inc seeks a skilled Investment Performance Specialist to join our Performance/Analytics Team. The ideal candidate will possess expertise in performance measurement, investment systems, and GIPS compliance.Key Responsibilities: Maintain the integrity of portfolio/composite/index performance data Ensure...

**Real Estate Investments Specialist**We are seeking a highly skilled Real Estate Investments Specialist to support the acquisition, analysis, and management of real estate investments. The ideal candidate will have a strong understanding of real estate finance, market trends, and investment strategies.**Key Responsibilities:**Conduct thorough market...

Job Title: Client Outreach SpecialistWe are seeking a highly skilled Client Outreach Specialist to join our team at Bank of America. As a key member of our Know Your Client (KYC) Outreach team, you will play a critical role in ensuring the bank's global regulatory and policy requirements are met.Job Summary:The Client Outreach Specialist will be responsible...

About this role:Wells Fargo is seeking an Institutional Investment Operations Specialist to join the Client Onboarding Facilitation Team within Corporate Investment Banking Operations. This role is responsible for leading complex initiatives in operational and customer service for lifecycle support of institutional trade flow functions, including client...

About the RoleWe are seeking a highly skilled and compassionate Client Care Specialist to join our team at Safe Alliance. As a key member of our Survivor Resource Center, you will play a vital role in providing hope and healing to those impacted by domestic and sexual violence.Key ResponsibilitiesProvide trauma-informed, client-centered support through phone...

Investment Funds Team MemberWe are seeking a highly skilled and experienced professional to join our dynamic Investment Funds team in Charlotte, NC. As a key member of our team, you will play a critical role in managing and expanding our investment funds practice.Key Responsibilities:Support our multi-disciplinary team in managing and expanding the...

Investment Funds Team MemberWe are seeking a highly skilled and experienced team member to join our rapidly expanding Investment Funds team in Charlotte. This position requires a solid background in investment management and fund formation, with SEC experience being highly preferred.Key Responsibilities:Support a dynamic, multi-disciplinary team in managing...

Job Purpose: The Client Care Specialist is a part-time position at Ascend Nonprofit Solutions, supporting the agency by providing hope and healing to victims of domestic violence, sexual assault, child abuse, and emotional trauma. This role involves providing administrative support to direct service and leadership staff.Responsibilities:Using a...

Job Title: Sr Client Outreach SpecialistJoin Bank of America as a Sr Client Outreach Specialist and play a critical role in our Know Your Client (KYC) Outreach teams within the Global Corporate and Investment Bank (GCIB) and Global Markets (GM) lines of business.Job Summary:We are seeking a highly skilled and experienced Sr Client Outreach Specialist to join...

About this role:We are seeking a highly skilled Institutional Investment Operations Specialist to join our Client Onboarding Facilitation Team within Corporate Investment Banking Operations at Wells Fargo.This role will involve leading complex initiatives in operational and customer service for lifecycle support for institutional trade flow functions,...