- Mass Markets (FL)
- …relationships with your team and customers Preferred + Relevant experience in banking or financial services is a plus + Experience with data-entry utilizing ... trusted partner in the industry. This position supports customer service for mortgage customers. This role requires you to...effective call handling + Follow the processes of the Client program and perform all tasks in a courteous… more
- TD Bank (Tampa, FL)
- …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... A FA will need to leverage their experience to service the unique and complex needs of clients in...receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to… more
- HSBC (Miami, FL)
- …planet we all share.This role primarily provides trade execution and account support services to the WPB Premier client base, including advisor-led and ... you will: + Attend to phone lines in queue, service clients accordingly, efficiently within existing guidelines in both...mutual funds, and foreign currency + Perform account maintenance services upon client request + Initiate Forms… more
- JPMorgan Chase (Miami, FL)
- …Qualifications, Capabilities, and Skills * Six plus years of work experience in Private Banking or Financial Services * Bachelor's Degree required * Series 7, 66 ... or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client ...client 's behalf * Fluent in English and Spanish Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA,… more
- JPMorgan Chase (Ponte Vedra Beach, FL)
- …Qualifications, Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, ... or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client ... client experience and works tirelessly on the client 's behalf ** Preferred Qualifications, Capabilities, and Skills**… more
- Capital One (Tampa, FL)
- …products and services to meet client needs. + Collaborate with the Business Banking Client Service team to deliver exceptional service and ensure ... business by prospecting for deposits, lending, treasury management, merchant services and other banking solutions. + Meet...**Basic Qualifications:** + At least 2 years of Business Banking experience ** Preferred Qualifications:** + 5 years… more
- Truist (Winter Park, FL)
- …and delegate client and advisor operational requests to a centralized service team as appropriate. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary ... service team. 6. Work closely with the centralized service team to ensure client and advisor...professional etiquette skills 12. Ability to travel, occasionally overnight. Preferred Qualifications: 1. 5 years of previous banking… more
- Citigroup (Jacksonville, FL)
- …of experience in Client Service and/or Sales within financial services ( banking , insurance, investments) preferred . + Basic understanding of ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and... services ). + Effectively and timely attend to client service requests received via telephone or… more
- Evolent (Tallahassee, FL)
- …**What You'll Be Doing:** Evolent is looking for a Senior Director of FP&A ( Services ) to join our team of Finance professionals working to advance Evolent's mission. ... finance professional who will act as the go-to partner for the Services business, operating with extreme ownership, driving cross-functional progress, and serving as… more
- Truist (Miami, FL)
- …range of products and services . 10. Excellent oral, written, presentation and client service skills. 11. Demonstrated ability to lead multi-faceted client ... Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service...licenses required for this position 4. Extensive knowledge of banking products and services , corporate banking… more
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