- Raymond James Financial, Inc. (St. Petersburg, FL)
- …60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client ... 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
- Black & Veatch (Orlando, FL)
- …clients. + **Business and financial literacy,** including a general understanding of client financial and risk drivers and key Black & Veatch metrics for ... to ensure exceptional client satisfaction. Actively participate in our Client Satisfaction Programs to continuously improve service delivery. + **Identify… more
- First Horizon Bank (Orlando, 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 ...**About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …of service and excellence in the Financial Service Industry, Thakar Financial LLC is seeking a dynamic Client Service Associate who is looking to ... and with the team to provide support to the financial advisor. + With accuracy process client ...James" includes, but is not limited to Raymond James Financial Services , Inc. ("RJFS") and Raymond James… more
- JPMorgan Chase (Miami, FL)
- …**Required qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net ... can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx Chase is a leading financial services firm, helping nearly half of… more
- Bank of America (Palmetto, FL)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Oakland Park, FL)
- …knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + Connects ... This job is responsible for providing specialized and personalized service offering advice and guidance to financial ... financial advice and guidance that align with client financial goals and needs + Builds… more
- Bank of America (Vero Beach, FL)
- …and money managed solutions. + Recommends banking and investments strategies that align with client financial goals and needs. + Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended....Minimum of one year of experience working in the financial service industry and/or a sales environment… more
- Bank of America (North Port, FL)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Lighthouse Point, FL)
- …knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + Connects ... This job is responsible for providing specialized and personalized service offering advice and guidance to financial ...and makes referrals to appropriate internal partners based on client needs + Partners with financial center… more