- Bank of America (Boca Raton, FL)
- Registered Wealth Management Client Associate Boca Raton, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... focused and effective. **Position Overview:** The **Registered Wealth Management Client Associate ** role is a sales support...multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a… more
- Wells Fargo (Ponte Vedra Beach, FL)
- …for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + May also ... **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management...review **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- Bank of America (Tampa, FL)
- Private Wealth Client Associate Tampa, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (Rockledge, FL)
- Wealth Management Client Associate Rockledge, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (Daytona Beach, FL)
- Registered Wealth Management Client Associate Daytona Beach, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... focused and effective._ **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- JPMorgan Chase (Weston, FL)
- …+ Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance ... solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth... in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support… more
- Navient (Tallahassee, FL)
- …our mission, read more below, and let's build something great together! **The Client Happiness Servicing Associate position will report to the Servicing Manager, ... including: + **Private student loans** - low rates, people-first service , and flexible payments. + **Student loan refinancing** -... Client Happiness.** **As the Client Happiness Servicing Associate , you will:** +… more
- World Insurance Associates, LLC. (Miami, FL)
- …best practices by client segment utilizing established workflows to deliver service excellence within the scope of services for assigned clients. + ... learn more by visiting eb.worldinsurance.com Position Overview The Senior Associate Account Manager provides support to the... client team to manage a variety of client service tasks and projects including preparing… more
- Raymond James Financial, Inc. (Gainesville, FL)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... administrative support to the financial advisors and branch office + Open new client accounts, process money movement, and research information as needed + Ensure … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Be the first line of support for branch teams-answering questions and resolving client account activity. + Investigate and correct disbursement errors with ... + Contribute to a culture of continuous improvement and client -first service . **What You Bring** + Strong...equivalent required. + 2+ years of experience in customer service , office administration, or financial services preferred.… more