- Citigroup (Jacksonville, FL)
- The Registered National Investor Center Account Opening Associate is a Client Service and Sales support position, fully responsible for servicing and ... will be in assisting clients open a new Self-directed account with Citi Personal Wealth Management. **Responsibilities:** + Fully...+ 2-5 years of experience in Client Service and/or Sales within financial services (banking,… more
- JPMorgan Chase (Tampa, FL)
- …to serve international clients? This could be the role for you! As a Latin America Client Service Account Manager within the Payments team, you will serve ... Payments product capabilities + Partners with Sales to develop an annual Client -specific service strategy reviews for clients within portfolio + Uses Payments… more
- Charles Schwab (Orlando, FL)
- **Your opportunity** As a **International Client Service Associate ** , you will service international (non-US residents) and domestic clients with all a ... account servicing inquiries. We also complete document translation services for internal partners and service clients...subjects via the phone. . Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and… more
- PNC (Fort Lauderdale, FL)
- …all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with Advisors/Leaders on any ... opportunity to contribute to the company's success. As a Client Service Associate within PNC...implementation and servicing issues. + Initiates, updates and verifies client , account , or transaction details in relevant… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- Raymond James Financial, Inc. (Trinity, FL)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
- Bank of America (Jacksonville, FL)
- Client Service Associate Jacksonville,...+ IAP enrollment and maintenance + Process and manage client servicing requests and account maintenance + ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/ Client - Service - Associate \_25034861) **Job Description:** Merrill Wealth… more
- Guardian Life (Tallahassee, FL)
- …Very High Standards" important to you? If so, then you might be our next Associate Account Service Manager. This opportunity is within the Enterprise Contact ... Guardian's clients and brokers in the 2-1999 space. The Associate Account Service Manager serves...years group insurance experience + Previous experiences in a client facing or account management role +… more
- Raymond James Financial, Inc. (Jacksonville, FL)
- …returns. * Reviews, assesses and responds to all corporate action items and client account alerts. * Prepares financial reports, spreadsheets and other materials ... **Responsibilities:** * Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- Truist (Weston, FL)
- …internal and bank leads. Use product and industry knowledge to identify existing client , account , and product attributes that present sales potential. 7. Provide ... client . These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks. 12.… more