- Raymond James Financial, Inc. (Stuart, 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. (Naples, 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...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Raymond James Financial, Inc. (Tampa, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more
- Santander US (Miami, FL)
- Client Service Associate , Investments, Miami,...to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in ... the possibilities **We Want to Talk to You!** **The Difference You Make:** The Client Service Associate (CSA) is a sales support role within the Business… more
- ADP (Maitland, FL)
- ADP is hiring an ** Associate Client Service - Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement ... our clients. Ready to #MakeYourMark? **Apply now!** **To learn more about Client Service at ADP, visit** https://jobs.adp.com/teams-roles/ client - service /… more
- Truist (Orlando, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Santander US (Miami, FL)
- …regulatory compliance standards. + Liaises with peer leaders on product, technology or client service teams to ensure appropriate integration of activities and ... CIB Client Lifecycle Management, Associate - Miami...and regulatory classification forms from third party stakeholders. + Service client on-boarding needs and liaise with… more
- Wells Fargo (Ponte Vedra Beach, FL)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + May… more
- PNC (Miami, FL)
- …and have an opportunity to contribute to the company's success. As a Client Experience Associate (Bilingual in Spanish preferred) within PNC's Retail Banking ... in this position. **Preferred Skills** Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service , Identifying… more
- Charles Schwab (Orlando, FL)
- …locations.** At Schwab, we believe in earning trust through every interaction. As a Client Support Associate , you'll be the first point of contact for clients ... the submission of account-specific forms and support a variety of other service -related needs. You'll gain the product knowledge and tools to confidently assess… more