- Wells Fargo (Land O' Lakes, FL)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- JPMorgan Chase (Palm Beach Gardens, FL)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- M&T Bank (Naples, FL)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct… more
- JPMorgan Chase (Palm Beach Gardens, FL)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client… more
- WTW (Tampa, FL)
- **Description** In this challenging role as a Pension Calculation Administration Senior Associate , you will contribute as part of a team to the entire range of ... and proven ability to diagnose and resolve issues; strong client service orientation + Proficient in Microsoft...Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …practice, we have an excellent opportunity for a ** Senior Associate (Consumer Compliance)** to join our ... the power of the individual, keep reading. **As a Senior Associate , you will:** Work individually or...leadership team and professional peers committed to providing high-quality client service . Day to day tasks will… more
- WTW (Tampa, FL)
- **Description** As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of ... disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure… more
- WTW (Tampa, FL)
- **Description** The Senior Associate will play a lead role..., you will be a key member of the client service team, engaging directly with clients and ... the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as...for clients + Proactively advising clients and providing superior client service + Contributing to the creation… more
- Acxiom (Tallahassee, FL)
- The Client Partner - Enterprise Account role serves as the primary post-sale point of contact for a strategic client based on revenue and opportunity size. The ... responsible for their satisfaction and future growth. Uses in-depth knowledge of client industry and/or business processes, deep knowledge of the product(s) being… more
- WTW (Tampa, FL)
- …+ Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... we unlock potential. Learn more at wtwco.com . The Associate Client Advocate (ACA) client -facing...design and delivery of full client presentations/proposals, client advocacy reports, client service … more