- Truist (Tallahassee, FL)
- …review the following job description:** Responsible for providing an industry leading client service experience through the development and expansion of new ... and existing client relationships. Provides ...service lines. 2. Contributes to meeting or exceeding client service as well as individual and… more
- Edward Jones (Safety Harbor, FL)
- …would make you a successful financial advisor?** + An interest in financial services /markets and how they work + Love of learning and challenges, ... and business practices you need to succeed in our client -first business model. The new financial advisor...is strongly preferred or equivalent work-related experience within the securities/ financial services industry + Financial … more
- Bank of America (Ponte Vedra Beach, FL)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations ... in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team,… more
- WTW (Tampa, FL)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... varying client complexity by working across different client profiles and roles, including leading clients' financial... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- Truist (Orlando, 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. (Naples, FL)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
- Deloitte (Boca Raton, FL)
- …government contracts + Familiarity with a matrix organizational structure + Professional services financial experience + Experience working with offshore and ... or similar quantitative subject + 1+ years of relevant financial analysis experience, preferably in a professional services...of experience with SAP Analysis for Office, SAP Business Client and other financial applications + 1+… more
- Charles Schwab (Boca Raton, FL)
- …3+years' experience with customer service + 3-5 years in a security/ financial services capacity **Preferred** **qualifications** + Notary + 2+ years' ... This is a role where you can bring your passion for mentorship and developing client service professionals to a firm that will value your contributions and… more
- Conduent (Ocoee, FL)
- …responsibilities include other Conduent F&A functions as noted below. **Responsibilities** Client Financial Operations: + Direct, manage, and mentor staff ... of annual SOC audit. + Oversee and assist all Financial Audits for internal QA department, Client ,...a minimum of (7) years' experience working in a financial services management role. + Hold a… 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,...community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as… more