- Santander US (Miami, FL)
- Client Service Associate, Investments, Miami, FL Country: United States of America **It Starts Here:** Santander is a global leader and innovator in the financial ... Talk to You!** **The Difference You Make:** The Client Service Associate (CSA) is a sales support role within...Investments, LLC. The CSA promotes and supports the Financial Advisor (FA) and the Bank's clients with the administrative… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …tasks and projects to complete work efficiently. * Provide a high level of customer service , and address and resolve escalated advisor and client issues. * Use ... appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals. * Develop and maintain effective working… more
- JPMorgan Chase (Tampa, FL)
- …a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of ... large corporate or financial institution clients. As a Client Service Account Manager within the Payments team, you will support a portfolio of large corporate… more
- Bank of America (Jacksonville, FL)
- Client Service Associate Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Client- Service -Associate\_25049158-1) **Job Description:** Merrill Wealth Management is a leading… more
- ADP (Maitland, FL)
- ADP is hiring a **Client Service Associate.** Thanks for clicking! Let us tell you a little more + Are you a customer service superhero who gets a thrill from ... be just the person we're looking for! As **Client Service Associate** , you'll leverage our top-ranked training programs...YOU'LL DO:** _Responsibilities_ **Be the Go-To Person and Trusted Advisor ** + Serve as a consultant in servicing ADP's… more
- World Insurance Associates, LLC. (West Palm Beach, FL)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and manage relationships with… more
- Truist (Winter Park, FL)
- …clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and ... 1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and prospective clients with a… more
- Valvoline (Land O' Lakes, FL)
- …continued success of VIOC by providing reliable and impeccable preventive maintenance service . Through face-to-face interactions, you will act as a trusted ... advisor to our customers, evaluating their needs and performing...have been bringing the convenience of fast, friendly maintenance service to busy people. Today, we operate over 1,100… more
- IBM (Coral Gables, FL)
- …of finance business processes and SAP systems. As a trusted business advisor who collaborates to provide business outcomes and innovative solutions for solving ... Consultant or Solution Architect. Specifics: . Solution design of work/device/ service management financial/accounting and collection processes and procedures. . Deep… more
- Bank of America (Ponte Vedra Beach, FL)
- …strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on ... develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial… more