- Bank of America (Jacksonville, FL)
- Registered Wealth Management Client Associate Jacksonville, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... services. + Directly responsible for providing timely responses to client service requests, received via telephone or email. +...issues will be owned end to end by the associate and will be treated with a closed loop… more
- Citigroup (Jacksonville, FL)
- The Licensed Client Service Assoc is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards ... of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker teams. +… more
- Morgan Stanley (Ponte Vedra Beach, FL)
- …to diversifying its workforce. M/F/D/V **Job:** ** Wealth Management* **Title:** * Registered Client Service Associate **Location:** *Florida-Ponte Vedra ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Edward Jones (St. Augustine, FL)
- …clients to help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with ... contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate...of the way, providing:** + Paid training - Get registered and licensed and learn how to be a… more