- Bank of America (Weeki Wachee, FL)
- Wealth Management Client Associate Weeki Wachee, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Morgan Stanley (Tampa, FL)
- …important part of our culture. **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate - Tampa, FL* **Location:** *Florida-Tampa* ... Client Solutions team is seeking a *Registered Client Service Associate *in our...relationships * Engage with participants to introduce value add wealth and liquidity solutions where appropriate * Process and… more
- Morgan Stanley (Tampa, FL)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Client Service Associate (Tampa, FL)* **Location:** ... Virtual Client Solutions team is seeking a * Client Service Associate *in our*Tampa,...wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide… more
- Morgan Stanley (Tampa, FL)
- …and resolving client complaints. The Registered Client Resolution Associate will provide industry leading service to Morgan Stanley institutional ... center, escalations, resolution, **Job:** ** Wealth Management* **Title:** *Registered Client Resolution Associate - Gilbert, AZ or Tampa, FL* **Location:**… more
- KPMG (Tampa, FL)
- **Business Title:** Advisory Associate , Federal Finance Transformation | Multiple Locations Fall 2024/Winter 2025 **Requisition Number:** 118901 - 27 **Function:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Tampa, FL)
- **Business Title:** Senior Associate , Workday Projects/Assets/Customers Lead **Requisition Number:** 112679 - 27 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Tampa, FL)
- **Business Title:** Sr. Associate , Workday Payroll - Implementation **Requisition Number:** 118414 - 27 **Function:** Advisory **Area of Interest:** **State:** FL ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Tampa, FL)
- **Business Title:** Associate , Federal Finance Transformation **Requisition Number:** 117411 - 27 **Function:** Advisory **Area of Interest:** **State:** FL ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Tampa, FL)
- **Business Title:** Senior Associate , Federal Finance Transformation **Requisition Number:** 117410 - 27 **Function:** Advisory **Area of Interest:** **State:** FL ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …debits and credits. + Researches and resolves fee disputes, ensuring accurate client billing and satisfaction. + Compiles, reviews, and interprets statistical data ... for accuracy, ensuring transactions align with company policies and client agreements. + Maintains a high level of customer... agreements. + Maintains a high level of customer service by effectively communicating with both internal and external… more
- Morgan Stanley (Palm Harbor, FL)
- …time management skills * Demonstrates good judgement * Exceptional interpersonal and client service skills * Detail orientated with superior organizational ... other duties as delegated by the Complex Management Team (Complex Manager, Associate Complex Manager, Complex Business Service Officer, Sr. Complex Risk… more