- Unknown (Miami, FL)
- …large bank environments, but rather in a more intimate, client -focused setting. Key responsibilities include managing a portfolio of high-net-worth clients, ... Vice President, Premier Banker About the Company Prominent banking institution Industry...focus on meeting the unique financial needs of this client segment. A proven track record in this area… more
- Bank of America (Jacksonville, FL)
- …to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank 's clients through educating them on ... Client Service Associate Jacksonville, Florida **To... Client Service Associate Jacksonville, Florida **To proceed with your...all of the bank 's service and banking offerings + Ensures… more
- JPMorgan Chase (Tampa, FL)
- …making + Act as client 's central point of resolution and escalation for service issues, liaises with bank partners to manage issues + Identify and address ... a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio… more
- JPMorgan Chase (Miami, FL)
- As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching ... across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests, inquiries and… more
- Santander US (Miami, FL)
- Client Service Associate, Investments, Miami, FL Country: United States of America **It Starts Here:** Santander is a global leader and innovator in the ... to Talk to You!** **The Difference You Make:** The Client Service Associate (CSA) is a sales...promotes and supports the Financial Advisor (FA) and the Bank 's clients with the administrative and service … more
- Bank OZK (St. Petersburg, FL)
- …requested. + Model and champion the Bank 's standards for exceptional customer service . + Demonstrate empathy and proactively resolve client concerns in a ... Why Bank OZK Founded on a legacy of more...leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to… 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 AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Bank of America (Naples, FL)
- … Associates and the branch Operations Department to meet and exceed the bank 's client service expectations and operational excellence goals **Managerial ... Description:** This job is responsible for leading the overall service delivery model to include the bank 's...while working with the Home Office to ensure superior client service . Key responsibilities include partnering with… more
- Bank of America (Destin, FL)
- …to deliver a modern, digital first service model focusing on exceeding the bank 's client service expectations and operational excellence goals + Ensuring ... Description:** This job is responsible for leading the overall service delivery model to include the bank 's...while working with the Home Office to ensure superior client service . Key responsibilities include partnering with… more
- Bank of America (Sarasota, FL)
- …while receiving appropriate guidance and escalating issues as needed + Provides excellent Client Service to the bank 's clients through educating them ... at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs)....on all of the bank 's service and banking offerings + Ensures… more
