- 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