- Truist (Tampa, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Morgan Stanley (Tampa, FL)
- …Focus on improving client satisfaction by emphasizing world-class individualized client service , 100% accuracy, responsiveness, and follow-through. | Focus ... an existing book of Morgan Stanley relationships. As a *Licensed/ Registered **Virtual Client Financial Advisor - Tampa, FL*... sales experience preferred | Excellent communicator with strong client service skills | *Able to start… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …well-rounded leadership qualities and supervisory skills coupled with a mastery of brokerage operations. + ** Client Experience:** Ensure teams you lead deliver ... a positive Service 1st experience by monitoring interactions with clients and...onboarding new Associates and provide ongoing training to refine client interactions. + **Staffing** : Confirm day-to-day call center… more