- JPMorgan Chase (Tampa, FL)
- …Chase brands. Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , ... full array of Treasury Services Payments product capabilities + Partners with Sales to develop an annual Client-specific service strategy reviews for clients within… more
- PNC (Fort Lauderdale, FL)
- …activities across all PNC Private Bank products and services ( Banking , Investment and Fiduciary). The Client Service Associate also partners with ... contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will be...Inquiry Requests * Risk Management **Job Description** + Provides sales , service and execution support for new and ongoing… more
- KeyBank (Fort Myers, FL)
- …12830 University Drive - Fort Myers, Florida 33907 **Job Summary** The Client Service Associate supports the Key Private Bank (KPB) sales team by completing ... with need identification and coordination and product delivery. The Associate consistently meets the needs of our high-net-worth clients...Key Private Bank team in the delivery of the sales and client experience process by managing tasks in… more
- Finexio (Orlando, FL)
- …the B2B Payments and Fintech industry. The company has raised over $65m in investment and is backed by investors JP Morgan, Discover, NBH Bank, Mendon Venture ... so much so they are also customers and partners. The Client Operations Associate is responsible for delivering extraordinary customer experience that serves as a… more
- PNC (Rockledge, FL)
- … education and visibility among branch staff. In partnership with branch manager and/or investment sales associate , leads the branch team on actions to ... Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking , Public Speaking, Relationship Building, Relationship… more
- Citigroup (Miami, FL)
- …to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing ... best in class service on Banking and/or Investment inquiries, and ensuring risk...+ 0-2 years of experience in Client Service and/or Sales within financial services ( banking , insurance, investments)… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …1035 exchanges. * Concepts, practices, and procedures of the securities and banking industry. * Fundamental investment concepts, practices, and procedures used ... **Job Summary** Investment Central, a specialized department at the Raymond...the traditional roles of the Financial Advisor and Service Associate . The ideal candidate will have a passion for… more
- UMB Bank (Tallahassee, FL)
- … wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are ... and underwriting of new SBCRE (Small Balance Commercial Real Estate) managed investment loans (non-owner occupied CRE loans $1,000,000 to $5,000,000) in accordance… more
- Regions Bank (Jacksonville, FL)
- …(8) years of financial services industry experience preferably in commercial or consumer banking , trust investment or wealth management + Or High School Diploma ... years of financial services industry experience preferably in commercial or consumer banking , trust investment or wealth management **Skills and Competencies** +… more
- Bank of America (Miami, FL)
- …comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more