- 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)
- …needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative ... RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through...are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of… more
- JPMorgan Chase (Jacksonville, FL)
- …for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), ... within JPMorgan Wealth Management. **Job responsibilities** + Work as a team...operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and… more
- Citigroup (Jacksonville, FL)
- …Laundering (AML) procedures for Citi's Investment and/or Banking clients. The Registered Wealth Client Solutions Associate takes ownership of the full ... The Registered Wealth Client Solutions Associate is...66/65 preferred + 2-5 years of experience in Client Service and/or Sales within financial services (banking,… 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
- JPMorgan Chase (Ponte Vedra Beach, FL)
- …TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities LLC ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...(JPMS), a registered broker-dealer and investment advisor, member of… more