- 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
- Publicis Groupe (Miami, FL)
- …that accelerate business growth across our client 's lines of business. Our client is an American financial services company providing banking and ... leading performance, growth, or lifecycle strategy-with at least 7+ years in financial services , including banking, insurance, fintech organizations. + Proven… more
- M&T Bank (Naples, FL)
- … experience. **Education and Experience Required:** Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu ... ensure it is resolved. + Utilize knowledge of products, services , internal policies, and procedures as well as external...and/or work experience, including a minimum of 2 years' financial service client service… more
- Bank of America (St. Petersburg, FL)
- …(63 & 65 in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...client requests and makes introductions to appropriate internal service providers based on client needs and… more
- Truist (Jupiter, FL)
- … that clients deem outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and ... but is not limited to, the delivery of excellent client service behaviors, support of the Truist...a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2.… more
- KeyBank (Naples, FL)
- …primary client advisor developing and implementing strategies based on the client 's financial goals, and by coordinating with the extended KPB relationship ... banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates,...community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as… more
- PNC (Coral Gables, FL)
- …'s organization and provide employees of corporate clients with advice and services including financial education, banking benefits and health-based accounts ... debt solutions, earned wage access (EWA), and retirement plan services . You will employ a consultative Bilingual Spanish Required...ideas and insights based on an understanding of the client 's needs and their financial well-being. Focuses… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Description** **Raymond James Overview** **One of the largest independent financial services firms in the country could** **be** **the place** **you ... company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities...client loyalty. + Provide a high level of client service with a strong focus remaining… more
- Citigroup (Miami, FL)
- …to the Citi Private Latin America businesses. Their focus is to ensure that effective client service is provided to our ultra high net worth clientele. They ... Strengthen private banking relationships by providing efficient and timely client service and problem resolution + Ensure...experience + Relevant 5-7 years of experience in the financial services industry is preferable This job… more
- Truist (Jupiter, FL)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...investment, trust and fiduciary services , and insurance services ) in a manner that promotes client … more
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