• Registered Client Service Associate

    Morgan Stanley (Naples, FL)
    …EOE committed to diversifying its workforce. M/F/D/V **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * **Location:** ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
    Morgan Stanley (06/06/24)
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  • Personal Lines Client Service Assistant

    HUB International (Estero, FL)
    …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 13,000 employees in 475+ ... support and involvement through HUB Gives** We currently have an opportunity for Client Service Assistant to join our Florida Personal Lines team. The selected… more
    HUB International (05/31/24)
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  • US Private Bank - Program Analyst

    JPMorgan Chase (Naples, FL)
    …completion of undergraduate program + Demonstrated aptitude for sales and client relationship management **Preferred Qualifications, Capabilities, and Skills** + ... onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities...not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help… more
    JPMorgan Chase (06/06/24)
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