- World Insurance Associates, LLC. (Miami, FL)
- …and policy change requests + Carrier document attachments and Certificates of Insurance + Shadowing client calls and Client Advisor or Carrier visits + Data ... unique insurance and professional services organization offering top products and services from major providers, combined with attentive service from local… more
- JPMorgan Chase (Boca Raton, FL)
- …contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through ... firms. Embrace the challenge of shaping the future of client service and make your mark by...of products and applications including, but not limited to: Advisor Services , Wealth Planning & Advice, Goal… more
- Citizens (Naples, FL)
- …Worth Wealth Advisor , and Certified Financial Planners(R), create the Citizens Private Client team . They provide a tailored expertise to a defined book of ... affluent and high-net-worth clients. As part of this team , you will provide the banking and lending solutions...Additionally, this discovery will identify opportunities to introduce the client to a Financial Advisor to broaden… more
- First Horizon Bank (Tampa, FL)
- …work with various specialists and partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... investment, trust and fiduciary services , and insurance services ) in a manner that promotes client ...specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client 's… more
- 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
- 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
- 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
- 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