- JPMorgan Chase (Jacksonville, FL)
- … service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management . **Job responsibilities** + ... If you are passionate about client experience and goals driven planning, then our...with ongoing wealth planning for clients and referral source management and new lead generation + Assist in managing… 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 creative ... of the Financial Advisors. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with… more
- KeyBank (Fort Myers, FL)
- **Location:** 12830 University Drive - Fort Myers, Florida 33907 **Job Summary** The Client Service Associate supports the Key Private Bank (KPB) sales team by ... so that procedures and programs are being utilized properly. + Maintain client data quality and leverage Customer Relationship Management system (Salesforce)… more
- JPMorgan Chase (Tampa, FL)
- …their letter of credit needs, this could be the role for you! As a Senior Client Service Account Associate in The Trade and Working Capital Client Service ... and relationship management skills to ensure an exceptional level of client satisfaction. You will be responsible for various customer service and relationship … more
- JPMorgan Chase (Miami, FL)
- As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching ... client relationships. You will serve as the primary point...Portuguese + 3+ years of experience in the investment management industry **Preferred qualifications, capabilities, and skills** + College… more
- Raymond James Financial, Inc. (Jacksonville, FL)
- …of the Financial Advisors. * Creates and maintains records and files utilizing Client Relationship Management (CRM) software. * Assists Financial Advisors with ... * Financial markets, products and industry regulations. * Trading terminology. * Client Relationship Management (CRM) software, or similar contact management… more
- M&T Bank (Naples, FL)
- …and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management . Delivers on the Client Service ... strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners to contribute to the development of… more
- Finexio (Orlando, FL)
- …and technology so much so they are also customers and partners. The Client Operations Associate is responsible for delivering extraordinary customer experience ... professional and timely manner. It is expected that the Client Operations Associate will be able to...management and work prioritization. + Ability to anticipate client needs and develop plans to address in a… more
- JPMorgan Chase (Tampa, FL)
- …you will serve the top Tier Latin America clients by catering to their cash management needs. This will include major Latin American corporations and financial ... services **Preferred qualifications, capabilities, and skills:** + Business College degree + Cash Management Banking knowledge JPMorganChase, one of the oldest… more
- JPMorgan Chase (Tampa, FL)
- …a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio ... of large corporate or financial institution clients. As a Client Service Account Manager within the Payments team, you will support a portfolio of large corporate… more
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