- JPMorgan Chase (Tampa, FL)
- Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility ... or financial institution clients. As a Client Service Account Manager within the Payments team ,...by allowing them to effectively utilize Payments Products and Services . The Service organization acts as a… more
- ADP (Miami, FL)
- ADP is hiring a ** Client Service Associate.** Thanks for clicking! Let us tell you a little more + Are you a customer service superhero who gets a thrill ... might be just the person we're looking for! As ** Client Service Associate** , you'll leverage our...YOU'LL DO:** _Responsibilities_ **Be the Go-To Person and Trusted Advisor ** + Serve as a consultant in servicing ADP's… more
- Santander US (Miami, FL)
- Client Service Associate, Investments, Miami, FL...(FA) and the Bank's clients with the administrative and service functions of the business. As a team ... is a global leader and innovator in the financial services industry. We believe that our employees are our...to Talk to You!** **The Difference You Make:** The Client Service Associate (CSA) is a sales… more
- Bank of America (Ponte Vedra Beach, FL)
- …MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client ...support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and… more
- Bank of America (Pensacola, FL)
- …and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprisecapabilities. **Specific ... a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams to deliver a modern,… more
- City National Bank (Lake Mary, FL)
- …Masters Degree preferred * Think and act like a PM; stand in as the PM - team , client , and advisor facing; mindset of serving clients and advisors * ... for trades and allocation changes for existing clients. * Client calls and inquiries: be able to discuss both...serving clients - Delegate portfolio management tasks between the team members * Reinforce PM/Research guidance throughout the … more
- 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