- 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 ... 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
- Truist (Weston, 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
- Bank of America (Boca Raton, FL)
- Registered Wealth Management Client Associate Boca Raton, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... that is culture driven, resilient, results focused and effective. **Position Overview:** The ** Registered Wealth Management Client Associate ** role is a… more
- PNC (Hollywood, FL)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows … more
- Compass Group, North America (Weston, FL)
- …The company is a division of Compass Group and has more than 1,200 registered dietitians, 300 executive chefs, and 17,000 professional food service team members. ... team + Acts as the direct liaison with the client Preferred Qualifications: + Culinary degree preferred, or AA...+ Three or more years supervisory experience in food service operations + Supervisory experience in a healthcare, senior… more