- Santander US (Miami, FL)
- …**Your Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest ... Client Lifecycle Management - Transaction Driven Financial...In this position, your goal is to deliver superior service by efficiently and accurately assessing applicable requirements for… more
- Raymond James Financial, Inc. (Fort Myers, FL)
- …60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client ... James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic...With a high level of organization and accuracy, processes client financial transactions and financial … more
- Bank of America (Tampa, FL)
- …and financial controls **Required Qualifications:** + 1+ years of customer/ client service experience, including experience handling difficult client ... Fraud Client Services Representative - 2nd Shift...integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives… more
- Citizens (Naples, FL)
- …other colleagues. The Private Client Relationship Manager II, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified ... Financial Planners(R), create the Citizens Private Client ...of identifying and transitioning high quality introductions + Relevant financial services experience preferred. + Familiarity with… more
- First Horizon Bank (Tampa, FL)
- …work with various specialists and partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... investment, trust and fiduciary services , and insurance services ) in a manner that promotes client ...**About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our… more
- Bank of America (Jacksonville, FL)
- Life Services Financial Solutions Advisor (Series 7 & 66 required) Jacksonville, Florida **To proceed with your application, you must be at least 18 years of ... and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and… more
- Bank of America (Boynton Beach, FL)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Coral Springs, FL)
- …and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Lakeland, FL)
- …needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client 's unique priorities * Presents potential ... up to and including termination. **Responsibilities:** * Provides specialized and personalized service offering advice and guidance to financial center clients… more
- Raymond James Financial, Inc. (Trinity, FL)
- …goals for assets under management and required production. + Provides a high level of client service . + Manages the full scope of a client relationship ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance… more
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