• Investment Manager II

    Truist (Tampa, FL)
    …and client goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment strategy - inclusive of ... peers and co-workers for advice and assistance relating to investment expertise and client solutions. ESSENTIAL DUTIES...solve, and deliver to clients the highest level of client service . * Is intensely focused on… more
    Truist (07/19/25)
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  • Registered Wealth Investment Services…

    Citigroup (Jacksonville, FL)
    The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and...services. + Directly responsible for providing timely responses to client service requests, received via telephone or… more
    Citigroup (07/04/25)
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  • Financial Advisor, Truist Investment…

    Truist (Ocala, FL)
    …the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, ... Advisor team to increase assets under management, sales and service . 3. Develop and maintain a profitable level of...other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment… more
    Truist (07/31/25)
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  • Consumer Investments - Investment…

    Bank of America (Jacksonville, FL)
    …job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to ... Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)...variety of products. This role is responsible for phone-based service to relationship role where the representative … more
    Bank of America (07/24/25)
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  • Investment Sales Manager

    CBRE (Tampa, FL)
    Investment Sales Manager Job ID 218765 Posted 24-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets, Sales Support ... teams, including portfolio managers and research analysts, to ensure alignment between client needs and investment strategies. + Regularly review sales data,… more
    CBRE (05/28/25)
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  • Investment Sales Analyst

    CBRE (Tampa, FL)
    Investment Sales Analyst Job ID 230163 Posted 23-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets Location(s) Tampa - ... Florida - United States of America **About The Role:** As a CBRE Investment Sales Analyst, you will develop business and negotiate the selling, leasing, and… more
    CBRE (07/24/25)
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  • Financial Consultant, Truist Investment…

    Truist (Tampa, FL)
    …relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for ... with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client 's needs and to implement… more
    Truist (07/18/25)
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  • Sr. Financial Service Representative

    Bank of America (Jacksonville, FL)
    Sr. Financial Service Representative Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Sr-Financial- Service - Representative \_25030796) **Job Description:** Merrill Wealth Management is… more
    Bank of America (07/22/25)
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  • Customer Service Representative

    CBRE (Tallahassee, FL)
    Customer Service Representative Job ID 230213 Posted 30-Jul-2025 Service line GWS Segment Role type Full-time Areas of Interest Customer Service ... of a global leader in commercial real estate and investment services that help businesses and people thrive. We...training, and experience. The minimum salary for the Customer Service Representative position is $17.00 per hour… more
    CBRE (07/31/25)
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  • Commercial Lines Customer Service…

    HUB International (Coral Gables, FL)
    …state 4-40 license; 2-20 license preferred. + 2+ years of experience in insurance client support. + Excellent customer service tone and good work ethic. ... array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees… more
    HUB International (05/14/25)
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