- Santander US (Miami, FL)
- Client Service Associate , Investments , Miami, FL Country: United States of America **Your Journey Starts Here:** Santander is a global leader and ... to Talk to You!** **The Difference You Make:** The Client Service Associate (CSA) is...support role within the Business Administration Department of Santander Investments , LLC. The CSA promotes and supports the Financial… more
- Raymond James Financial, Inc. (Boca Raton, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of… more
- Raymond James Financial, Inc. (Tallahassee, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **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. (Clearwater, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- JPMorgan Chase (Miami, FL)
- As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- Truist (Ocala, FL)
- …Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- JPMorgan Chase (Tampa, FL)
- …managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a ... of large corporate or financial institution clients. As a Client Service Account Manager within the Payments...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (Tampa, FL)
- Join the Client Onboarding & Service (COS) group within JP Morgan, responsible for transforming end-to-end service and onboarding support for Commercial & ... process improvements in a fast-paced, global environment. As a Business Management Senior Associate within the Commercial & Investment Bank COS group, you will… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …investors while adding value to their portfolios. **Job Summary** A Summer Associate with Alternative Investments Distribution team offers a unique opportunity ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… more
- JPMorgan Chase (Jacksonville, FL)
- …initiatives to Private Client Investment Associates + Support Private Client Investment Associate performance and development through onboarding and ... training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise + Identify opportunities to develop and… more
- JPMorgan Chase (Weston, FL)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting... client service , operational marketing and administrative support… more
- 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...services. + Directly responsible for providing timely responses to client service requests, received via telephone or… more
- WTW (Tampa, FL)
- …more years of progressive investment experience, ideally gained in a client - service oriented environment (consulting, investment management or portfolio ... fee benchmarking, and legislative, judicial, and regulatory briefs + Attend regular client investment committee meetings and support the senior consultants in… more
- Bank of America (Palm Beach, FL)
- …the role of the Client Associate or Wealth Management Client Associate , providing business development, investment solutions, and/or business ... Advisor Development Program Client Associate Palm Beach, Florida **To...at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Internal Wholesaler Team Lead. The ideal candidate possesses a commitment to excellence in client service and is excited to work in a collegial environment. This ... and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets...role calls for someone interested in sales/ client service and understanding the asset management… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … service to the client . + Ensure that any professional, technical, or client service problem or request is resolved in a timely manner and by the ... in partnership with the leadership team for the group. + Manage client and prospect relationships specific to business-driven objectives. + Preparation, development,… more
- JPMorgan Chase (Boca Raton, FL)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- Bank of America (Boca Raton, FL)
- Registered Wealth Management Client Associate Boca Raton, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... focused and effective. **Position Overview:** The **Registered Wealth Management Client Associate ** role is a sales support...multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a… more
- Bank of America (Rockledge, FL)
- Wealth Management Client Associate Rockledge, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (Daytona Beach, FL)
- Registered Wealth Management Client Associate Daytona Beach, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... focused and effective._ **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more