- Regions Bank (Fort Lauderdale, FL)
- …finance, economics, accounting or related field + Twelve (12) years of financial services industry experience in commercial banking, consumer banking, trust ... to provide a broad range of wealth products and services including financial planning, asset management, personal...opportunities + Acquires the largest and most complex new client relationships and expands services to existing… more
- Regions Bank (Orlando, FL)
- …Estate/Tax Law, Financial Planning or relevant experience including direct client interaction to deliver fiduciary services ( financial , tax, ... + Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors… more
- 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 ... community that is culture driven, resilient, results focused and effective. Job Description: Client Service Associates will be co-located at a central site, and… more
- Percepta (Melbourne, FL)
- … satisfaction tool(s) to resolve client concerns. Tools available include Financial Assistance, Service Component Plan, Extended Service Plan, Vehicle ... service across each market we support. As a Client Service Manager onsite in Melbourne, FL,... is open to receiving additional information + Manage financial assistance requests within CSM Delegation of Authority (DoA)… more
- Truist (Fort Myers, FL)
- …monies assigned. Deliver superior quality service , identifying and understanding the client 's financial needs. Cross-trained to support sales and service ... account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of...2. Two years of teller or cash handling or client service experience 3. Six months of… more
- Regions Bank (Naples, FL)
- …finance, economics, accounting or related field + Five (5) years of financial services industry experience in commercial banking, consumer banking, trust ... to provide a broad range of wealth products and services including financial planning, asset management, personal...client needs + Performs perpetual discovery, assessing a client 's financial situation to retain and grow… more
- BMO Financial Group (West Palm Beach, FL)
- …through proactive delivery of holistic advice and solutions designed to meet the client 's specific financial planning needs. Coordinates and integrated team of ... + Leads / assists with creation business proposals or presentations (eg relationship plans, financial plans and reviews) + Leads Annual Client Review with team… more
- Deloitte (Tampa, FL)
- …advancement and developmental growth? If so, consider an opportunity to provide exceptional client service to a variety of audit and assurance clients from ... innovation, delivery, and execution, your responsibilities will include: + Auditing client financial statements, transactions, and internal controls over … more
- Wells Fargo (Jacksonville, FL)
- …Brokerage client support experience + Administrative support experience in financial services + Experience interacting directly with customers + Intermediate ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- First Horizon Bank (Key Largo, FL)
- …and experience **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and ... of individualized service and by recommending appropriate bank products and services to increase revenue by generating new customers and by expanding the… more