- JPMorgan Chase (Tampa, FL)
- …clients with their letter of credit needs, this could be the role for you! As a Senior Client Service Account Associate in The Trade and Working Capital ... Client Service Group, you will be responsible for managing and...research and resolution of customer's inquiries, preparing and collecting account documentation and managing internal project initiatives for your… more
- JPMorgan Chase (Tampa, FL)
- …love managing 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… more
- JPMorgan Chase (Tampa, FL)
- …to serve international clients? This could be the role for you! As a Latin America Client Service Account Manager within the Payments team, you will serve ... product capabilities + Partners with Sales to develop an annual Client -specific service strategy reviews for clients within portfolio + Uses Payments product… more
- PNC (Fort Lauderdale, FL)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will ... may be performed remotely, at the manager's discretion. The Client Service Associate serves as...implementation and servicing issues. + Initiates, updates and verifies client , account , or transaction details in relevant… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Raymond James Financial, Inc. (Orlando, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
- KeyBank (Fort Myers, FL)
- **Location:** 12830 University Drive - Fort Myers, Florida 33907 **Job Summary** The Client Service Associate supports the Key Private Bank (KPB) sales team ... from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client accounts. + Identify opportunities to retain and expand… more
- Bank of America (Jacksonville, FL)
- Client Service Associate Jacksonville,...+ IAP enrollment and maintenance + Process and manage client servicing requests and account maintenance + ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/ Client - Service - Associate \_25036652-2) **Job Description:** Merrill Wealth… more
- Raymond James Financial, Inc. (Inverness, FL)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- Raymond James Financial, Inc. (Jacksonville, FL)
- …returns. * Reviews, assesses and responds to all corporate action items and client account alerts. * Prepares financial reports, spreadsheets and other materials ... **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