- Bank of America (Jacksonville, FL)
- Wealth Management Client Service Representative Chandler, Arizona;Tampa, Florida; Jacksonville, Florida; Tampa, Florida; Jacksonville, Florida **Job ... Description:** This job is responsible for providing exceptional customer service to clients in an inbound call center environment....channels that enable constant account access **Skills:** + Account Management + Customer and Client Focus +… more
- Morgan Stanley (Ponte Vedra Beach, FL)
- …to diversifying its workforce. M/F/D/V Version: 7/10/2024 **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate **Location:** ... to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis. Through regular...PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills… more
- JPMorgan Chase (Jacksonville, FL)
- …financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management , you will support the market and serve as a liaison between ... will collaborate with key partners across the JP Morgan Wealth Management businesses and One Chase partnerships....Client Investment Associates, Advisors, and Market Directors of Wealth + Maintain and track revenue share agreements for… more
- Citigroup (Jacksonville, FL)
- The Wealth Solutions Advisory Manager provides full leadership and supervisory responsibility. Provides operational/ service leadership and direction to team(s). ... quality, timeliness of end results fo an area that includes Household Acquisition, client satisfaction measured in Net Promoter Score, increase of Assets under … more
- Citigroup (Jacksonville, FL)
- The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or ... services. + Directly responsible for providing timely responses to client service requests, received via telephone or...timely feedback to senior management to identify client pain points and barriers to exceptional service… more
- Bank OZK (Jacksonville Beach, FL)
- …Essential Job Functions + Develops leads and referrals for revenue generating client investment and trust relationships. + Partners with retirement planning and ... with and educates Bank partners to position the value of Trust and Wealth capabilities. + Creates market-wide business development plan in conjunction with the… more
- HUB International (Jacksonville, FL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 13,000 employees in 475+ ... through HUB Gives** We currently have an opportunity for Client Service Assistant to join our Florida...Ability to work in a team environment Department Account Management & Service Required Experience: 1-2 years… more
- Bank of America (Jacksonville, FL)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Management Team Jacksonville, Florida;Chandler, Arizona **Job Description:** Merrill Wealth Management is a leading provider of...data metric reporting to market leaders regarding FA and Client Attrition. + Act as a subject matter expert… more
- HUB International (Jacksonville, FL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 13,000 employees in 475+ ... brokers, and other HUB personnel on all aspects of client service , marketing, and renewals while adhering...CE credits in required lines and states Department Account Management & Service Required Experience: 2-5 years… more
- Bank of America (Jacksonville, FL)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Beach, Florida; Ocala, Florida; Tallahassee, Florida **Job Description:** Merrill Wealth Management is a leading provider of...client requests and makes introductions to appropriate internal service providers based on client needs and… more
- Bankers Life (Jacksonville, FL)
- …your career and becoming a Financial Representative, specializing in aiding clients in Wealth Management . Your growth is our success. Uncover your earning ... Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a...Services Professional Expect To: 1. Build - Develop a client base by growing relationships with your network, establish… more
- Bankers Life (Jacksonville, FL)
- …Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management . Uncover your earning potential, build a workday ... Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a...Services Professional Expect To: 1. Build - Develop a client base by growing relationships with your network, establish… more
- HUB International (Jacksonville, FL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... Producers and other HUB personnel on all aspects of client service , marketing, and renewal while adhering...ability to travel on business when required. Department Account Management & Service Required Experience: 1-2 years… more
- Truist (Jacksonville, FL)
- …Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking, mortgage, planning, investments, ... products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to,...but is not limited to, the delivery of excellent client service behaviors, support of the Truist… more
- KPMG (Jacksonville, FL)
- …Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...in documenting current and future state of a financial management functions, support change management efforts of… more
- HUB International (Jacksonville, FL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... for clients with a primary focus on insurer and client relationships. Team member is expected to drive execution...contribution makes a lasting impact. \#LI-hybrid \#LI-TPC Department Account Management & Service Required Experience: 5-7 years… more
- HUB International (Jacksonville, FL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 14,000 employees in 500+ ... Producers and other HUB personnel on all aspects of client service , marketing, and renewal while adhering...FL 215 Life and Health License Required Department Account Management & Service Required Experience: 5-7 years… more
- Truist (Jacksonville, FL)
- … management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for and ... risk tolerance to determine which investment products and services best meet the client 's needs and to implement those products and services as appropriate. 3.… more
- HUB International (Jacksonville, FL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 14,000 employees in 500+ ... You will be the cornerstone of our superior customer service and will be charged with ensuring client... service and will be charged with ensuring client satisfaction. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Conducting sales,… more
- KPMG (Jacksonville, FL)
- …Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that slowing down. In ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more