- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Department Overview:** Raymond James Financial is a Florida-based diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides ... financial services to individuals, corporations and municipalities through its...associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs,… more
- H&R Block (Spring Hill, FL)
- …have the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful. It would be even better if you also had ... benefit offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate … more
- Edward Jones (Valrico, FL)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... making an impact to change lives. You and your financial advisor will complement each other to...associate , you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative...of Financial Advisor expenses. + Creates reports to… more
- Truist (Weston, FL)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to...functions. 1. Bachelor's degree or equivalent experience and related training . 2. Experience in the securities industry and/or a… more
- Raymond James Financial, Inc. (Inverness, FL)
- …events. + May enter orders at the direction of the Financial Advisor . + Actively engages in available training /cross- training and educational and/or ... industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative...a high level of organization and accuracy, processes client financial transactions and financial advisor … more
- Wells Fargo (Sarasota, FL)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related ... this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to facilitate the processing of Insurance Licenses, company appointments and product training for our financial advisors/agents. Associate is responsible ... gathering on behalf of the insurance company, communicating with carriers and financial advisor /agent as necessary throughout the licensing process. Identifying… more
- JPMorgan Chase (Tampa, FL)
- …needs, this could be the role for you! As a Senior Client Service Account Associate in The Trade and Working Capital Client Service Group, you will be responsible ... your assigned portfolio, and a senior leader as trade advisor for complex Letter of Credit transactions. The assigned...be accountable for client satisfaction + Provide guidance and training to team members based on knowledge of Trade… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …bonuses, schedule of payments, draw and deal level changes, terminated financial advisor balance, pre-approved discount exception accounts, and production ... as well as any other special arrangements. + Reviews and processes all financial advisor compensation changes and ensures they are compliant with policies… more