- Raymond James Financial, Inc. (Naples, FL)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- JPMorgan Chase (Miami, FL)
- As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- Santander US (Miami, FL)
- Client Service Associate , Investments,...is a global leader and innovator in the financial services industry and is evolving from a high-impact brand ... to Talk to You!** **The Difference You Make:** The Client Service Associate (CSA) is...partnerships with external business partners for the products and services they provide + Works independently as well as… more
- JPMorgan Chase (Boynton Beach, FL)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance… more
- Finexio (Winter Park, FL)
- …and technology so much so they are also customers and partners. The Client Operations Associate is responsible for delivering extraordinary customer experience ... professional and timely manner. It is expected that the Client Operations Associate will be able to...skills + Experience working with or within payments, financial services , fintech, AP/AR preferred + Proven customer service… more
- WTW (Tampa, FL)
- …strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- Santander US (Miami, FL)
- …regulatory compliance standards. + Liaises with peer leaders on product, technology or client service teams to ensure appropriate integration of activities and ... CIB Client Lifecycle Management, Associate - Miami...and regulatory classification forms from third party stakeholders. + Service client on-boarding needs and liaise with… more
- Principal Financial Group (Tampa, FL)
- …Do** Are you passionate about making a difference in people's lives? As an ** Associate Client Relationship Consultant** , you'll play a key role in driving ... This position offers the opportunity to build meaningful relationships, deliver exceptional service , and directly influence both client outcomes and your… more
- Truist (Orlando, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- JPMorgan Chase (Tampa, FL)
- …managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a ... of large corporate or financial institution clients. As a Client Service Account Manager within the Payments...by allowing them to effectively utilize Payments Products and Services . The Service organization acts as a… more