- Raymond James Financial, Inc. (St. Petersburg, FL)
- …apply to account trading activity of clients' accounts by monitoring financial advisor activity, reporting findings and managing concerns in a professional and ... to resolve any conflicts that may arise related to client accounts of the branch managers. . + Monitors...and priorities. + Provide a high level of customer service . **Educational/Previous Experience Recommendations:** + Bachelor's degree (BA) in… more
- Bank of America (Jacksonville, FL)
- Commercial Cardholder Support Servicing Advisor Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Commercial-Cardholder-Support-Servicing- Advisor \_25031940) **Job Description:** At Bank of America, we are… more
- JPMorgan Chase (Tampa, FL)
- …future of travel while taking your career to new heights! As a Travel Advisor , you will support both internal and external customers with questions related to travel ... and more complex situations. Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …hard copy correspondence review, social media and e-mail review teams. The advisor for this team will administer and analyze various communication reviews and ... Abilities:** **Knowledge of:** + Investments and trading, securities industry regulations, and client suitability (all at a level consistent with the requirement of… more
- Edward Jones (Valrico, FL)
- …asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial ... ** Client advocate. Skilled communicator. Problem solver. Does that... team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are… more
- BMO Financial Group (West Palm Beach, FL)
- …management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an ... understanding of and care for the client through proactive delivery of holistic advice and solutions...build capability and drive business growth. + Meets high-quality service standards to maximize relationship retention and growth. +… more
- Citigroup (Miami, FL)
- …market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services ) in an intensely competitive fragmented ... in a way that is easily understood **Relationship Management** + Serve as the client 's advocate and trusted advisor (primary contact) for strategic advice on… more
- US Bank (Fort Lauderdale, FL)
- …for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around ... client that meets and exceeds client needs....of US Bancorp Banking, Trust, and Investment products and services - Ability to partner with colleagues to identify… more
- Citigroup (Miami, FL)
- …market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services ) in an intensely competitive fragmented ... in a way that is easily understood **Relationship Management** + Serve as the client 's advocate and trusted advisor (primary contact) for strategic advice on… more
- Google (FL)
- …for common platforms and devices. + Ability to engage and collaborate with client stakeholders and other groups within the customer environment to drive resolution ... teams like Mandiant Security Architects, Detection and Infrastructure Engineers, client Information Technology (IT) resources, and other business resource owners,… more