- JPMorgan Chase (Jacksonville, FL)
- If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will provide ... client service operational marketing and administrative support to the...operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management. **Job responsibilities** +… more
- Banfield Pet Hospital (Delray Beach, FL)
- The Client Service Coordinator (CSC) at Banfield Pet Hospital is a vital role that ensures smooth operations and exceptional client experiences. Role Overview ... communication, coordinate care, and create a welcoming environment to encourage client retention and referrals. Key Responsibilities + Client Engagement:… more
- JPMorgan Chase (Jupiter, FL)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management, you will have the opportunity to ... provide exceptional client service, operational marketing, and administrative support. You will...trades. You will also assist in building and maintaining client relationships, managing account reviews, and engaging in risk… more
- JPMorgan Chase (Palm Harbor, FL)
- …the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Citigroup (Palm Beach Gardens, FL)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... of attention to detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the fields of operations and… more
- Insight Global (Miami, FL)
- Job Description A client of Insight Global is looking for a Client Support Specialist to join their team in Miami, FL. What you can expect on a typical day: ... Client Support. You will help our clients manage their...units and teams for troubleshooting and delivering a seamless client experience. Learn. You will continually upgrade your knowledge… more
- Fiserv (Coral Springs, FL)
- …impact on a global scale, come make a difference at Fiserv. **Job Title** Client Service Retention Specialist **What does a successful Client Service Retention ... a Retention Specialist, you will be responsible for retaining client relationships for small to mid-sized businesses. The role...you will do:** + Responsible for responding and resolving client issues at the point of contact through both… more
- Insight Global (Tampa, FL)
- Job Description This Client Experience Lead will serve as a senior relationship manager, resolving escalations and guiding complex service needs. Lead, mentor, and ... grow a high-performing team of Client Experience Associates. Coordinate and execute operational workflows-from onboarding to transfers-with precision. Act as the… more
- Bank of America (Jacksonville, FL)
- Client Quantitative Analyst I - GB/GM AML Analytics & Reporting Charlotte, North Carolina;Jacksonville, Florida; Plano, Texas **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/ Client -Quantitative-Analyst-I GB-GM-AML-Analytics Reporting\_25028619-2) **Job Description:** At Bank of America,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management ... Advanced knowledge of risks and regulations in all aspects of the Private Client and Asset Management . Risk assessment methodologies . Risk governance structure and… more