- 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)
- …love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for ... of large corporate or financial institution clients. As a Client Service Account Manager within...by allowing them to effectively utilize Payments Products and Services . The Service organization acts as a… 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. (Boca Raton, 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic inquiries and scheduling… 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