- Raymond James Financial, Inc. (Fort Lauderdale, FL)
- **Job Description** Responsibilities * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Truist (Bal Harbour, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Truist (Miami, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Bank of America (Weston, FL)
- Registered Wealth Management Client Associate Weston, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... that is culture driven, resilient, results focused and effective. **Position Overview:** The ** Registered Wealth Management Client Associate ** role is a… more
- PNC (Miami, FL)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows … more
- VCA Animal Hospitals (Miami, FL)
- …performs a wide range of activities, providing quality patient care, excellent client service , management of finances, staffing and personnel operations, and ... and Experience:** + High School Diploma. + Certified or Registered Technician status or equivalent practice experience of at...of the VCA Mission Statement and VCA Standards of Client Service and that the above is… more