- Bank of America (Jacksonville, FL)
- Wealth Management Client Service Representative - 2nd Shift Jacksonville, Florida;Chandler, Arizona **Job Description:** At Bank of America, we are ... in a call center and/or a financial/banking center + Customer service experience **Skills:** + Account Management + Customer and Client Focus + Issue … more
- JPMorgan Chase (Ponte Vedra Beach, FL)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Citigroup (Jacksonville, FL)
- The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or ... services. + Directly responsible for providing timely responses to client service requests, received via telephone or...timely feedback to senior management to identify client pain points and barriers to exceptional service… more
- Citigroup (Jacksonville, FL)
- …and verbal communication skills + Requires high knowledge level of Brokerage / Wealth Management related knowledge + Requires a high degree of accountability, ... The Wealth Trainer is responsible for providing high levels...Services personnel, such as licensed representatives, resource officers and service team managers to help new hires learn and… more
- Bank OZK (Jacksonville, FL)
- …Essential Job Functions + Develops leads and referrals for revenue generating client investment and trust relationships. + Partners with retirement planning and ... with and educates Bank partners to position the value of Trust and Wealth capabilities. + Creates market-wide business development plan in conjunction with the… more
- HUB International (Jacksonville, FL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... HUB Gives** **SUMMARY:** We currently have an opportunity for Client Service Assistant to join our Florida...and your contribution makes a lasting impact.** Department Account Management & Service Required Experience: 1-2 years… more
- Bank of America (Jacksonville, FL)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Beach, Florida; Ocala, Florida; Tallahassee, Florida **Job Description:** Merrill Wealth Management is a leading provider of...client requests and makes introductions to appropriate internal service providers based on client needs and… more
- Bank of America (Jacksonville, FL)
- … Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their ... clients. As part of Wealth Management Operations Client Data...team environment while achieving individual goals. + Providing quality service and effective and efficient operations support for internal… more
- Citigroup (Jacksonville, FL)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... OSE, Kubenetes, APIGEE,Platform services, Datapower, Google cloud, AWS, CI/CD pipeline, ITIL and Service Management + Identifies and leads the implementation of … more
- Citigroup (Jacksonville, FL)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- Bank of America (Jacksonville, FL)
- …help maintain and enhance financial strategies through the utilization of our wealth management tools. Their responsibilities will also include further deepening ... orientation and resiliency + Ability to effectively manage workload + Superior client service proficiency including excellent verbal, written, and listening… more
- First Horizon Bank (Jacksonville, FL)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... in the job posting. **SUMMARY** Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a… more
- Citigroup (Jacksonville, FL)
- …those teams. + Provides timely feedback to senior management to identify client pain points and barriers to exceptional service ; offers suggestions on ... The Registered National Investor Center Account Opening Associate is a Client Service and Sales support position, fully responsible for servicing and supporting… more
- Bank of America (Jacksonville, FL)
- …reconciliation, and resolution of research requests supporting the wealth management business. Key responsibilities include providing quality service and ... of asset transition process is preferred **Additional Skills used:** + Business Operations Management + Customer Service Management + Prioritization +… more
- HUB International (Jacksonville, FL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... brokers and other HUB personnel on all aspects of client service , marketing, and renewals while adhering...CE credits in required lines and states Department Account Management & Service Required Experience: 2-5 years… more
- HUB International (Jacksonville, FL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... Producers and other HUB personnel on all aspects of client service , marketing, and renewal while adhering...and your contribution makes a lasting impact.** Department Account Management & Service Required Experience: 5-7 years… more
- First Horizon Bank (Ponte Vedra Beach, FL)
- …experience + Deliver excellent client experiences consistently and promptly resolve client issues effectively. Team management + Recruit, train, develop, and ... Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed… more
- Truist (Jacksonville, FL)
- … management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for and ... risk tolerance to determine which investment products and services best meet the client 's needs and to implement those products and services as appropriate. 3.… more
- Deloitte (Jacksonville, FL)
- …(PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities The Support Specialist will ... design, build, test, installation, and maintenance of the application. Provide outstanding client service and contributes to the organization's mission of… more
- HUB International (Jacksonville, FL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 500+ ... You will be the cornerstone of our superior customer service and will be charged with ensuring client... service and will be charged with ensuring client satisfaction. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Conducting sales,… more