• Registered Wealth Service

    Citigroup (Jacksonville, FL)
    The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk...issues will be owned end to end by the associate and will be treated with a closed loop… more
    Citigroup (10/03/24)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (Jacksonville, FL)
    …and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management. As a Private Client Investment Associate within JPMorgan ... operational requests, nurture client relationships, and contribute to ongoing wealth planning. Your responsibilities will also include risk management...and active Series 7 license + If you were registered after October 1, 2018 you must also have… more
    JPMorgan Chase (12/15/24)
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