- Bank of America (Boca Raton, FL)
- Business Solutions Advisor - Spanish Desired - Boca Del Mar - Boca Raton, Florida **Job Description:** At Bank of America, we are guided by a common ... client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial...: + Has demonstrated experience and proven success with business -to- business sales, or small business … more
- Morgan Stanley (Miami, FL)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Business Service Officer - Bilingual Spanish /English* **Location:** ... *POSITION SUMMARY* Business Service Officers (BSO) are responsible for shaping...firm opportunities and team building; this includes meeting with Advisor teams to address service needs * Manage and… more
- Morgan Stanley (Miami, FL)
- …and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client ... *POSITION SUMMARY:* Registered Client Service Associates - Bilingual Spanish /English (CSAs) help shape the future of service by modernizing the client experience… more
- Elevance Health (Miami, FL)
- **C** **ustomer Care Representative I** **- Bilingual** (English/ Spanish ) Spanish /English Bilingual Speakers needed Location: Must live within 50 miles from the ... day one. As a Customer Care Representative, you will act as a trusted advisor and educator on healthcare-related inquiries, such as claims questions, helping find a… more
- JPMorgan Chase (Miami, FL)
- …businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, ... Part of our team of specialists, as the Wealth Advisor , through a comprehensive understanding of our clients' wealth...clients and families needing US platform and non-US platform solutions + Advises generally on matters relating to family… more
- PNC (Miami, FL)
- …and have an opportunity to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based in the Miami, FL Market. Bilingual ... Spanish speaking preferred. Financial Advisors are based within a...circuit of branches and manage an assigned book of business . PNC Investments advisors execute an advice and planning… more
- PNC (Weston, FL)
- …you will be based in Weston/Florida. Bilingual Spanish preferred. PNC Business Bankers provide cash flow solutions to businesses with annual sales ... the company's success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization,...from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage… more
- Bank of America (Miami, FL)
- …to bring your whole self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth Management team represents an array ... Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing… more
- CVS Health (Sunny Isles Beach, FL)
- …transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable. **Position ... Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to… more
- CoStar Realty Information, Inc. (Miami, FL)
- …our customers. We've continually refined, transformed and perfected our approach to our business , creating a language that has become standard in our industry, for ... company and represent the industry's most sophisticated digital advertising and marketing solutions . You will partner with the world's top owners and brokers to… more
- Publicis Groupe (Miami, FL)
- …group in the world, a leader in marketing, communication and digital business transformation. As a platform at the intersection of marketing and digital ... business transformation, driven through the alchemy of creativity and...across all marketing channels and acts as a trusted advisor to Client and Account Leadership teams. You will… more
- Publicis Groupe (Miami, FL)
- …group in the world, a leader in marketing, communication and digital business transformation. As a platform at the intersection of marketing and digital ... business transformation, driven through the alchemy of creativity and...and will assume the role of the client's trusted advisor from ideation to implementation. **Role Objectives** + Product… more
- HSBC (Miami, FL)
- …The person in this role will facilitate and support the delivery of AMUS solutions and services to WPB customers (Premier, High Net Worth, Ultra High Net Worth) ... but is not limited to: HSBC Funds, domestic and offshore, Managed Solutions platforms (currently Spectrum and Managed Portfolio Allocations) and Alternatives. As the… more
- Citigroup (Coral Springs, FL)
- …where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize ... contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial...the complex financial needs of the client and offer solutions through a wide range of products, services and… more
- Bank of America (Miami, FL)
- …strategic objectives, operational excellence goals, and client advocacy within the FA's business , while customizing solutions based on their specific needs. Job ... materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are...Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory +… more
- Bank of America (Fort Lauderdale, FL)
- …to bring your whole self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth Management team represents an array ... in addition to the businesses of a particular Financial Advisor . For established clients, the Client Associate will often...services to each client, working with cross line of business partners + Use creativity to tackle complex problems;… more
- JPMorgan Chase (Miami, FL)
- …risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage Alternatives ... working with clients to complete/correct **Required Qualifications, Capabilities, and Skills** + Spanish fluency oral and written required + Series 7, 66 and… more