- 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 ... With a high level of organization and accuracy, processes client financial transactions and financial ...team . + Provide a high level of customer service . **Education/Previous Experience** + High School Diploma or equivalent… 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 ... grow, and make an impact. Join us! The Life Services team is focused on guiding beneficiaries...+ Recommends banking and investments strategies that align with client financial goals and needs + Triages… more
- Truist (Orlando, FL)
- …are a part of Investment Client Care (ICC) which acts as the service support team for Self-Directed, Centralized Advisor Center (CAC) assigned and Signature ... resolution. 2. Proficient understanding of product knowledge and continuously developing client service skills. 3. Research account and transaction records… more
- JPMorgan Chase (Tampa, FL)
- …of large corporate or financial institution clients. As a Client Service Account Manager within the Payments team , you will support a portfolio of ... large portfolio of clients? If so, come join our team as a Client Service ...by allowing them to effectively utilize Payments Products and Services . The Service organization acts as a… 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 ... team environment to provide crucial support to the financial advisors and branch office. + Onboards new clients,...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
- Banfield Pet Hospital (Fort Myers, FL)
- …analyze and solve problems. Translates problems into practical solutions. . Client service skills - Consistently ensures the team provides the client ... CLIENT SERVICE COORDINATOR This posting will... education and effective communication. Work in a fun team environment that offers a clear career path you… more
- JPMorgan Chase (Tampa, FL)
- … service and ensuring client satisfaction, you have found the right team . As a Client Service Delivery Specialist IV within JPMorgan Chase, ... policies and procedures. + Identify opportunities to refer services based on client needs, leveraging your understanding of our financial products and market… more
- Ankura (FL)
- …partner and quality assurance oversight for all major Financial Services related digital transformation projects, ensuring client satisfaction and driving ... improve business performance. This position is particularly focused on selling and delivering services in the financial services industry. This will include… 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
- Aegon Asset Management (FL)
- …to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life ... 7 ,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. *… more