- 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 ... responsibilities + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client … 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 ... responsibilities + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client … more
- JPMorgan Chase (Tampa, FL)
- …teams and key stakeholders to ensure regulatory compliance, data integrity, and an exceptional client experience . You will play a key role in processing BODR ... the organization! As a Wholesale KYC Operations Business Support Associate within the Business Strategy and Support team, you...(Beneficial Owners' Discrepancy Reporting), Client Experience Metrics, USAPA (USA Patriot Act),… more
- Santander US (Miami, FL)
- Client Service Associate , Investments, Miami, FL Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in ... to Talk to You!** **The Difference You Make:** The Client Service Associate (CSA) is a sales...tasked with working with clients encouraging a positive customer experience environment. Respect for the client , both… 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 ... **Preferred qualifications, capabilities, and skills** + College degree or equivalent client service experience preferred + Experience with a wide array of… more
- ADP (Maitland, FL)
- ADP is hiring an ** Associate Client Service - Product Support...ROLE:** + You have at least one year of client service and/or call center experience OR ... using phone, email, or chat-based communication. Don't worry if you have no prior tax experience ; we'll train you to set you up for success! To thrive in this role,… more
- JPMorgan Chase (Boca Raton, FL)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- JPMorgan Chase (Weston, FL)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors… more
- Truist (Ocala, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… 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...+ Minimum 3 years of relevant industry and/or functional experience + Understanding of core Treasury Services product sets… more