- Charles Schwab (Tampa, FL)
- … client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial ... planning, foundational portfolio needs, and complex client service issues. This role will provide...have** **Required Qualifications** **:** + Active and valid FINRA Series 7 + Active and valid FINRA Series… more
- HSBC (Miami, FL)
- …nexus to Chile. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships focused on Chile to ... High Net Worth Relationship Manager-Southern Cone you will: + Combine client relationship management with strong risk assessment and management capabilities ensuring… more
- Charles Schwab (Orlando, FL)
- …to contribute to supervisory program reviews of electronic communications, product/ service recommendations, trading activity, and trend reporting. The Centralized ... working relationships with various levels of WAS employees from client -facing representatives to Senior Leadership. **What you have** Required Qualifications… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …focus on (1) Sales (identifying revenue opportunities and forecasting), (2) Marketing ( client acquisition techniques), (3) Client Service Standards ... Assists advisory teams in identifying and implementing processes to ensure consistent client experience offering with results measured by tracking key metrics to… more
- Truist (Homosassa, FL)
- …process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use ... Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking,...4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in… more
- Citigroup (Jacksonville, FL)
- …which includes account opening and asset gathering, providing exceptional service , making investment/banking referrals, as well as managing and fulfilling ... channel and account solutions that best meet the needs of the client , which may include digital platforms, centralized team-based advice, or in-market, dedicated… more
- PNC (Palm Beach Gardens, FL)
- …strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.Differentiates client experience through ... Description** + Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and… more
- First Horizon Bank (Coral Gables, FL)
- …in the job posting. **SUMMARY** Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a ... training as needed. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Sales and service + Provide both teller and platform support as...both teller and platform support as needed to keep client wait times to a minimum and to provide… more
- PNC (Fort Lauderdale, FL)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows … more
- First Horizon Bank (Big Pine Key, FL)
- …listed in job posting. **SUMMARY** Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in ... banking center management. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Sales and service + Provide both teller and platform support as...both teller and platform support as needed to keep client wait times to a minimum and to provide… more