- Wells Fargo (Ocala, FL)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + Brokerage client support experience + Administrative support experience… more
- JPMorgan Chase (Palm Beach Gardens, FL)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... support to Financial Advisors and their clients. You will...will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive… more
- JPMorgan Chase (Jupiter, FL)
- …offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management, you will have the ... opportunity to provide exceptional client service, operational marketing, and administrative support . You will play a key role in supporting Advisors' business… more
- M&T Bank (Naples, FL)
- **Overview:** Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and ... Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the ...and situation. Utilizes operational, technical, and functional expertise to support the execution of policies and procedures that align… more
- Truist (Tampa, FL)
- …Tampa, FL or Charlotte, NC. Responsible for the general servicing and support of the Financial Advisors within our Centralized Group. This includes administrative ... and operational support , business development assistance, and providing a consistent and...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL… more
- Raymond James Financial, Inc. (Jacksonville, FL)
- …Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. * Onboards new clients, opens ... new client accounts and researches client and security information using internal databases and other technologies. * Ensures key client information and… more
- World Insurance Associates, LLC. (Cocoa, FL)
- …one of our multiple offices throughout the region. Position Summary + The Associate Client Representative supports the daily management of a high-volume ... excellent customer service to external and internal clients to ensure client satisfaction and retention. Essential Duties and Responsibilities + Supports lead… more
- 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 full ... language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. The relationships...subjects via the phone. . Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and… more
- JPMorgan Chase (Jacksonville, FL)
- …is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private ... If you are passionate about client experience and goals driven planning, then our...+ Work as a team with other associates to support a group of Advisors book of business including… more
- Carrier (Palm Beach Gardens, FL)
- …. **About This Role:** We are seeking a dynamic, experienced and proactive Associate Director - Strategic Client Solutions to join the North American ... business reviews with key stakeholders + Provide strategic guidance and support to cross-functional teams, fostering a culture of accountability, transparency, and… more