- Truist (Weston, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and… more
- Raymond James Financial, Inc. (Ponte Vedra Beach, FL)
- …returns. + Reviews, assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other materials ... Financial Advisors. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with… more
- M&T Bank (Naples, FL)
- …**Education and Experience Required:** Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of a degree, ... and/or work experience, including a minimum of 2 years' financial service client service experience Strong customer service skills Strong interpersonal skills… 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 ... Financial Advisors. * Creates and maintains records and files utilizing Client Relationship Management (CRM) software. * Assists Financial Advisors with… more
- Publicis Groupe (Miami, FL)
- …that accelerate business growth across our client 's lines of business. Our client is an American financial services company providing banking and insurance ... grounded in member intelligence. The GVP partners directly with our client 's senior marketing, experience and enablement stakeholders to ensure strategic alignment,… more
- Charles Schwab (Boca Raton, FL)
- …written and oral communication skills Previous experience in a direct client -facing role + Strong financial acumen, especially regardingbrokerage regulations ... "challenge the status quo" and transform the finance industry together._ As a Client Relationship Manager, (CRM), you play an essential and impactful leadership role… more
- Bank of America (St. Petersburg, FL)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... technology to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a… more
- Truist (Jupiter, FL)
- …service that clients deem outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and ... Advisory, and/or Retail Lending experience) OR, 3 years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range of… more
- KeyBank (Naples, FL)
- …primary client advisor developing and implementing strategies based on the client 's financial goals, and by coordinating with the extended KPB relationship ... banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates,...that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory… more
- PNC (Coral Gables, FL)
- … opportunities by providing ideas and insights based on an understanding of the client 's needs and their financial well-being. Focuses on increasing client ... Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and… more