- Xerox (Tallahassee, FL)
- …and tomorrow. Today, Xerox is continuing its legacy of innovation to deliver client -centric and digitally-driven technology solutions and meet the needs of ... industrial environments, our differentiated business and technology offerings and financial services are essential workplace technology solutions that drive… more
- Raymond James Financial, Inc. (Boca Raton, FL)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... at Raymond James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic inquiries and scheduling… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …team lead, you will leverage extensive knowledge and skills in securities , the banking industry, and/or compliance-gained through experience, specialized training, ... and/or certification-to implement Know Your Client ("KYC"), Customer Identification Program ("CIP"), Customer Due Diligence ("CDD"), Enhanced Due Diligence ("EDD"),… more
- Bank of America (Palm Beach, FL)
- …appropriate internal specialists, and executing highly customized solutions to meet client needs + Recommending investment products and services that are ... at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs)....and prioritizes client interests + Identifies appropriate client solutions through application of learnings and… more
- JPMorgan Chase (Miami, FL)
- As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- JPMorgan Chase (Jacksonville, FL)
- …Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private ... Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely...LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities … more
- Bank of America (Miami, FL)
- …one year of financial services industry or sales experience **Skills:** + Client Experience Branding + Client Solutions Advisory + Investment Management ... Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...help to deliver Bank of America's core banking, investment solutions and approach to client care. We… more
- Bank of America (Clermont, FL)
- …one year of financial services industry or sales experience **Skills:** + Client Experience Branding + Client Solutions Advisory + Investment Management ... Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...help to deliver Bank of America's core banking, investment solutions and approach to client care. We… more