- Citigroup (Jacksonville, FL)
- The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... 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
- Citigroup (Jacksonville, FL)
- The Registered Wealth Investment Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting ... 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
- Bank of America (Winter Park, FL)
- Registered Wealth Management Client Associate Winter Park, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... is culture driven, resilient, results focused and effective. The ** Registered Wealth Management Client Associate **...communication methods to ensure a consistent and exceptional client service experience. + Act as a key team member… more
- JPMorgan Chase (Orlando, FL)
- …needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Raymond James Financial, Inc. (Melbourne, FL)
- …Summary** At Crane Private Wealth Group clients are our main priority, and the Registered Client Associate role is critical to our success. As such, we are ... us and see where a career with Crane Private Wealth Group could take you! **Essential Duties and Responsibilities**...Responsibilities** + Serves as first point of contact to service a high volume of daily interactions, including basic… more