- Raymond James Financial, Inc. (St. Petersburg, FL)
- …department at the Raymond James home office, is dedicated to providing exceptional service to Raymond James' clients. Although we operate as a home office ... of most Raymond James branches. Your expertise in customer service , securities trading, and problem-solving will enable you to...an exemption or grandfathering cannot be applied. + Series 7 and 63 licenses required. Must be licensed in… more
- Raymond James Financial, Inc. (FL)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... **Ability to:** * Provide a high level of customer service in a calm, courteous and professional manner. *...an exemption or grandfathering cannot be applied. * Series 7 and 63 licensing required. Must be able to… more
- Citigroup (Jacksonville, FL)
- The Registered Wealth Service Associate is...Microsoft Office (Excel, Outlook, and Word) preferred. + US Registered FINRA Series 7 & 63 Required. In ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk...issues will be owned end to end by the associate and will be treated with a closed loop… more
- Raymond James Financial, Inc. (FL)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... Work independently. + Provide a high level of customer service . **Educational/Previous Experience Requirements** **Education/Previous Experience** + Associate 's… more
- Raymond James Financial, Inc. (Boca Raton, FL)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic...an exemption or grandfathering cannot be applied. * Series 7 required. * Series 63, 65 and/or 66 as… more
- Raymond James Financial, Inc. (Trinity, FL)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...an exemption or grandfathering cannot be applied. + Series 7 required. + Series 63, 65 and/or 66 as… more
- Bank of America (Weston, FL)
- Registered Wealth Management Client Associate Weston,...the most frequent point of contact with Merrill. Fully registered (Series 7 , 63, 65, & 66). ... is culture driven, resilient, results focused and effective. **Position Overview:** The ** Registered Wealth Management Client Associate ** role is a sales support… more
- Citigroup (Jacksonville, FL)
- The Registered National Investor Center Account Opening Associate is a Client Service and Sales support position, fully responsible for servicing and ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk...Microsoft Office (Excel, Outlook, and Word) preferred. + US Registered FINRA Series 7 & 63 Required.… more
- Truist (Orlando, FL)
- …existing client, account, and product attributes that present sales potential. 7 . Provide operational guidance to Financial Advisors ranging from systems navigation ... such as opening, closing, general requests for maintenance or service . QUALIFICATIONS Required Qualifications: The requirements listed below are representative… more
- Truist (Coral Gables, FL)
- …existing client, account, and product attributes that present sales potential. 7 . Provide operational guidance to financial advisors ranging from systems navigation ... such as opening, closing, general requests for maintenance or service . QUALIFICATIONS Required Qualifications: The requirements listed below are representative… more