- Citigroup (Miami, FL)
- …to the Citi Private Latin America businesses. Their focus is to ensure that effective client service is provided to our ultra high net worth clientele. They ... market clients + Strengthen private banking relationships by providing efficient and timely client service and problem resolution + Ensure adherence to all… more
- Bank of America (Jacksonville, FL)
- Sr. Financial Service Representative Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Sr-Financial- Service -Representative\_25030796) **Job Description:** Merrill Wealth Management is a leading… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …clear directions and priorities. + Provide a high level of customer service . **Licenses/Certifications:** + Appropriate series license(s) for assigned functional ... our culture, and adhering to our core values of client first, conservatism, independence and integrity. At Raymond James,...analytics and create process efficiencies is a plus. + Series 7 required, Series 24 License (within… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …way through resolution and final communications. + Overall ownership to resolve client requests and escalated issues. + Identifies and independently resolves complex ... + Determines best method to resolve issues to ensure client satisfaction and adherence to policy and procedure. +...experience in industry operations in general. + Exceptional customer service skills. + Raymond James based systems and reports.… more
- TD Bank (Doral, FL)
- …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... A FA will need to leverage their experience to service the unique and complex needs of TD Wealth...receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to… more
- TIAA (FL)
- …opportunities with partner firms and collaborating with internal sales and service teams to ensure Wealth Advisor Consultants are providing informed and ... Consultant teams are effectively utilizing them to understand the client -value segments. + Champions the strategic initiatives of wealth...Required; 7+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series … more
- Citigroup (Jacksonville, FL)
- The Registered Wealth Investment Service Associate 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Central, a specialized department at the Raymond James home office, provides exceptional service to Raymond James' clients. Although we operate as a home office ... combining the traditional roles of the Financial Advisor and Service Associate. The ideal candidate will have a passion...Virtual Financial Advisors to oversee over $3 billion in client assets to ensure proper fiduciary processes and procedures… more
- Bank of America (Lakeland, FL)
- …the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in ... awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must be obtained within 120...client requests and makes referrals to appropriate internal service providers based on client needs and… more
- Bank of America (Tampa, FL)
- …related to the execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation and their next generations ... achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses...Relationship Management. The Private Wealth Management Associate provides quality client service and effective and efficient operations… more