- CIBC (FL)
- …**Employment Type** Regular **Weekly Hours** 40 **Skills** Bank Products, Call Center, Client Service , Communication, Financial Products, Inbound Calls, Work ... a fast- paced Contact Center where you'll have meaningful client -focused conversations. As a Client Support Specialist,...the right products and solutions that will enable their financial success. You'll educate and assist clients using CIBC… more
- Wells Fargo (Sarasota, FL)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- Bank of America (Sebastian, FL)
- …demanding environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Fifth Third Bank, NA (St. Petersburg, FL)
- …themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within ... for team to drive sales, and achieve designated goals, client experience and financial results. + Maintain...to focus on business development and growth. + Prioritize client needs and introduce services of other… more
- Edward Jones (Tallahassee, FL)
- …qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products ... Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward… more
- Edward Jones (Boca Raton, FL)
- …would make you a successful financial advisor?** + An interest in financial services /markets and how they work + Love of learning and challenges, ... and business practices you need to succeed in our client -first business model. The new financial advisor...is strongly preferred or equivalent work-related experience within the securities/ financial services industry + Financial … more
- WTW (Tampa, FL)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... varying client complexity by working across different client profiles and roles, including leading clients' financial... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- Truist (Weston, 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
- Raymond James Financial, Inc. (Ponte Vedra Beach, FL)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... **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
- Edward Jones (West Palm Beach, FL)
- … client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning ... branch and client experience + Deliver excellent service by proactively anticipating Financial Advisor and...experience + 5 + years of experience at a financial services firm preferred + Series 7… more