- Citigroup (Jacksonville, FL)
- … and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently ... with transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments)… more
- 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 ... handle operational requests, nurture client relationships, and contribute to ongoing wealth planning. Your responsibilities will also include risk management and… more
- Citigroup (Jacksonville, FL)
- …detect violations thereof. As the Head of US Citigold/Citi Private Client Wealth Supervision, candidate has oversight of locally registered Relationship ... The Head of US Citigold/Citi Private Client Wealth Supervision manages a team of over 50...those products in compliance with Citi's Retail Distribution of Investment Products and Services ("RDIP") Policy and… more
- JPMorgan Chase (Jacksonville, FL)
- …TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities LLC ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...(JPMS), a registered broker-dealer and investment advisor, member of… more
- Morgan Stanley (Ponte Vedra Beach, FL)
- …Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 **Job:** ** Wealth Management* **Title:** * Registered Client Service Associate ... *POSITION SUMMARY* Registered Client Service Associates provide exceptional... to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis. Through regular… more