- Citigroup (Jacksonville, FL)
- The Registered Wealth Investment Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting ... and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently… more
- JPMorgan Chase (Jacksonville, FL)
- …for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), ... within JPMorgan Wealth Management. **Job responsibilities** + Work as a team...operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and… more
- Wells Fargo (Jacksonville, FL)
- …this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... . **In this role you will:** + Assist Financial Advisor(s) with sales, service , and operational related activities such as providing service to clients… more
- Citigroup (Jacksonville, FL)
- … and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently ... with transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments)… more
- Lincoln Financial (Jacksonville, FL)
- …to 2K lives in the assigned territory. You will work with Advisors, Registered Representatives, Brokers, Plan Sponsors and Participants in the assigned territory to ... solutions. You will develop and maintains an understanding of LFG's products, services and operational structure to enhance ability to identify and target sales… more