- 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
- Truist (Tallahassee, FL)
- …monies assigned. Deliver superior quality service , identifying and understanding the client 's financial needs. Cross-trained to support sales and service ... account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of...2. Two years of teller or cash handling or client service experience 3. Six months of… 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
- Raymond James Financial, Inc. (Stuart, FL)
- …Bachelor's degree in a related field and three years' experience in the financial services industry with an emphasis onfinancial, retirement and estate planning ... financial needs andgoals. + Preparespresentationsthatclearlycommunicatetherecommendationsandalternatives related to the client 's financial analysis and comprehensive plandesign. +… more
- Bank of America (Pensacola, FL)
- …strategies **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Learns and adapts to ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Bank of America (Palmetto, FL)
- …**Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Bi-lingual Spanish speaking ... acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and solutions to help… more
- Bank of America (Clermont, FL)
- …(SIE) + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills:** + Client Experience Branding + ... acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and solutions to help… more