- Citigroup (Jacksonville, FL)
- The Registered Wealth Service Associate 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 ensuring risk...issues will be owned end to end by the associate and will be treated with a closed loop… more
- Morgan Stanley (Ponte Vedra Beach, FL)
- …workforce. M/F/D/V Version: 7/10/2024 **Job:** ** Wealth Management* **Title:** * Registered Client Service Associate **Location:** *Florida-Ponte Vedra ... *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
- JPMorgan Chase (Jacksonville, FL)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management, you will support the market and serve as a liaison between Advisors… more