- Morgan Stanley (Sarasota, FL)
- …EOE committed to diversifying its workforce. M/F/D/V **Job:** **Wealth Management* **Title:** * Registered Client Service Associate * **Location:** ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and final communications. * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows up, either verbally ... or in writing, to ensure client satisfaction. * Responds to incoming inquiries related to...**Ability to:** * Provide a high level of customer service in a calm, courteous and professional manner. *… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …firm while preserving our culture, and adhering to our core values of client first, conservatism, independence and integrity. At Raymond James, we are putting the ... to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …firm while preserving our culture, and adhering to our core values of client first, conservatism, independence and integrity. At Raymond James, we are putting the ... to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships,… more