- Bank of America (St. Petersburg, FL)
- Wealth Management Client Associate Saint Petersburg, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make ... increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management +… more
- Wells Fargo (St. Louis, MO)
- **Job Description:** **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo ... Perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with large, complex cross-functional systems and processes. + Financial services/ wealth management experience preferred. + Knowledge of the following ... is preferred + Chartered Financial Consultants (ChFC) is preferred + An accredited Wealth Management Advisor (AWMA) is preferred **Travel:** + 5% **Job:**… more
- US Bank (St. Paul, MN)
- …- Custody Operations_** Responsible for the operational support and processing of Wealth Management & Investment Services (WMIS) client accounts and products ... + Basic understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …experience managing call center operations. + Candidates with a strong background in wealth management processes, client servicing, and a deep understanding of ... not limited to): scheduling, KPIs, forecasting, and effective workforce management , is crucial. You are expected to have strong...+ Create an environment conducive to high levels of associate engagement. + Analyze key business needs to establish… more