- PNC (Sarasota, FL)
- …Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. ... Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or… more
- CVS Health (Tallahassee, FL)
- …deliverables ( client invoicing, service warranty) as well as client financial projects, initiatives and other financial matters related ... formed to address a current knowledge gap between the client and rebate/ financial and reporting operations. This...team will position CVS Health as a leader in client satisfaction and service in the PBM… more
- Bank of America (Palm Beach, FL)
- …full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key… more
- Raymond James Financial, Inc. (Miami, FL)
- …involvement, centers of influence and developing niches. + Manage full scope of client relationship by evaluating client financial needs, investment ... Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client...client loyalty. + Provide a high level of client service with a strong focus remaining… more
- JPMorgan Chase (Jupiter, FL)
- …**Required qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net ... can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx Chase is a leading financial services firm, helping nearly half of… more
- Bank of America (Jacksonville, FL)
- …**Job Description:** This job is responsible for providing shared client service support to potentially multiple Financial Advisors (FAs) who have both ... Client Service Associate Jacksonville, Florida **To...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates… more
- Brink's (Tallahassee, FL)
- …business strategy, and experience in negotiations + Experience working in or with financial services companies preferred, including at a retail commercial bank ... cash and valuables management, digital retail solutions, and ATM managed services . Our customers include financial institutions, retailers, government agencies,… more
- Bank of America (Tampa, FL)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …calling campaigns and mass mailings. * Acts as a liaison between existing client financial institutions and various internal departments on issues ranging from ... compensation to client services . * Assists in the creation...Concepts, practices and procedures of business development in a financial services environment. * Investment concepts, practices… more
- RGP (Miami, FL)
- …leadership to ensure accurate, compliant, and timely reporting across a complex financial services environment. This role requires strong SEC expertise, ... SEC Reporting Consultant to step in and lead a client 's financial reporting, accounting policy, and SEC...and experience within private equity, asset management, or related financial services sectors. + Lead preparation of… more