• Associate , Core Service…

    Charles Schwab (Orlando, FL)
    **Your opportunity** As a **International Client Service Associate ** , you will service international (non-US residents) and domestic clients with all a ... bachelor's degree is preferred. . 2+ year of customer service experience, preferably in financial services...subjects via the phone. . Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and… more
    Charles Schwab (07/26/25)
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  • Senior Registered Client Service…

    Raymond James Financial, Inc. (Coral Gables, FL)
    … Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... maintenance. + May participate in live meetings with the Financial Advisor and their respective client (s). +...School Diploma or equivalent and five (5) years of financial services industry service experience,… more
    Raymond James Financial, Inc. (07/29/25)
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  • Client Service Associate

    Raymond James Financial, Inc. (Fort Lauderdale, FL)
    …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic...With a high level of organization and accuracy, processes client financial transactions and financial … more
    Raymond James Financial, Inc. (07/17/25)
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  • Registered Client Service…

    Raymond James Financial, Inc. (Miami, FL)
    … Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
    Raymond James Financial, Inc. (07/31/25)
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  • Senior Client Service…

    Raymond James Financial, Inc. (Sarasota, FL)
    …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... financial advisors and branch office. * Opens new client accounts, researches client and security information...or equivalent and a minimum of three (3) years financial services industry experience, or an equivalent… more
    Raymond James Financial, Inc. (07/26/25)
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  • Senior Client Service Account…

    JPMorgan Chase (Tampa, FL)
    …with their letter of credit needs, this could be the role for you! As a Senior Client Service Account Associate in The Trade and Working Capital Client ... East and Asia. You will maintain a passion for client service in everything you do. You...over time, to be able to identify products and services that may benefit clients and improve overall relationship… more
    JPMorgan Chase (08/01/25)
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  • Client Service Associate

    Bank of America (Jacksonville, FL)
    Client Service Associate Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/ Client - Service - Associate \_25030824) **Job Description:** Merrill Wealth… more
    Bank of America (07/22/25)
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  • Associate Client Service…

    ADP (Maitland, FL)
    ADP is hiring an ** Associate Client Service - Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement ... our clients. Ready to #MakeYourMark? **Apply now!** **To learn more about Client Service at ADP, visit** https://jobs.adp.com/teams-roles/ client - service /… more
    ADP (07/25/25)
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  • Centralized Brokerage Client Service…

    Truist (Tampa, FL)
    …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and… more
    Truist (07/15/25)
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  • Registered Client Service…

    Raymond James Financial, Inc. (Jacksonville, FL)
    …returns. * Reviews, assesses and responds to all corporate action items and client account alerts. * Prepares financial reports, spreadsheets and other materials ... Financial Advisors. * Creates and maintains records and files utilizing Client Relationship Management (CRM) software. * Assists Financial Advisors with… more
    Raymond James Financial, Inc. (07/28/25)
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