- First Horizon Bank (Fort Lauderdale, FL)
- …The Wealth Management Client Specialist will be actively involved in supporting advisor (s) through a full service platform. Assists in achievement of sales ... fulfillment, account representative changes, and various project support * Fulfill financial advisor requests and resolve service -related issues and inquiries *… more
- Edward Jones (West Palm Beach, FL)
- …to provide an optimal branch and client experience + Deliver excellent service by proactively anticipating Financial Advisor and client needs and ... have you join us here. The Edward Jones Generations(R) team provides an end-to-end, HNW client experience...by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax… more
- Oracle (Tallahassee, FL)
- …Ensure accuracy of key sales metrics such as pipeline, forecast, bookings, and service attach rates. + ** Client Success & Reference Cultivation:** Ensure ... people who use it to achieve incredible things. Our team focuses on North American based clients. With Oracle's...professional experience, with at least 5 years in a Client Partner or Consulting Services Sales role… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …days a week at our corporate office in Saint Petersburg, FL._ As the team lead, you will leverage extensive knowledge and skills in securities, the banking industry, ... through experience, specialized training, and/or certification-to implement Know Your Client ("KYC"), Customer Identification Program ("CIP"), Customer Due Diligence… more
- Bank of America (Tampa, FL)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Bank of America (Rockledge, FL)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** . Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests .… more
- Bank of America (Daytona Beach, FL)
- …focused and effective._ **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Professional verbal and written communication **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- PNC (Jupiter, FL)
- …inside and outside of the branch as a Center of Influence (COI). Own the client relationship and holds team accountable for deliverables. Owns client ... joint Banking and Investing partnership with a PNC Financial Advisor . + Ensures a strong client commitment... commitment and advocacy by delivering proactive and responsive service to meet client goals.Differentiates client… more
- ADP (Maitland, FL)
- …inclusion. Ready to #MakeYourMark? **Apply now!** **To learn more about Client Services at ADP, watch here:** https://adp.careers/ Client \_Services\_Videos ... can expect on a typical day: **Be a Trusted Advisor and Problem Solver.** You will work independently or...+ 3 - 5 years of experience working in client service /customer service environment or… more
- Bank of America (Boca Raton, FL)
- …Use multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a key team member leading our clients' ... in addition to the businesses of a particular Financial Advisor . For established clients, the Client Associate...for new and existing clients. + Provide products and services to each client , working with cross… more