- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and projects in a fast paced, deadline driven environment + Providing a high level of client service in the spirit of Raymond James' Service 1st commitment. ... relationships with Financial Advisors (FAs), providing support and resolving complex client escalations + Conducts regular team meetings to review pipelines,… more
- JPMorgan Chase (Winter Springs, FL)
- …right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture ... latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as… more
- JPMorgan Chase (Jacksonville Beach, FL)
- …by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a ... **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively...of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a… more
- Aegon Asset Management (FL)
- …Summary Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans. May also ... annual plan reviews. + Cross sell additional products and services to deepen client relationships and improve profitability using a consultative approach. + Serve as… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and remote training sessions in professional development, networking events, a speaker series , and volunteer opportunities, you will be equipped with knowledge of ... into a full-time role at Raymond James after graduation. **Department Overview** Private Client Banking (PCB) at Raymond James supports the complex needs of our… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... of products and services. + Directly responsible for providing timely responses to client service requests, received via telephone or email. + Provides… more
- Bank of America (Pensacola, FL)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...be an advisor - from acquiring, building and managing client relationships to considering a client 's complex… more
- Wells Fargo (Tampa, FL)
- …complement of clients serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees who are not fully ... banking, credit and investment financial solutions and services + Identify client needs and goals for business, mortgage, retirement, and investment services,… more
- Wells Fargo (Tamarac, FL)
- …based on customers' needs + Analyze tactical business challenges related to full- service banking experience to emerging affluent and high-value customers + Present ... recommendations for resolving inquiries and service requests regarding customers' accounts + Open and ...Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or… more
- Wells Fargo (Ocala, FL)
- …based on customers' needs * Analyze tactical business challenges related to full- service banking experience to emerging affluent and high-value customers * Present ... recommendations for resolving inquiries and service requests regarding customers' accounts * Open and ...Qualifications:** * Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or… more