• Registered Wealth Service

    Citigroup (Jacksonville, FL)
    The Intermediate Associate Telesales Representative 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 (04/05/24)
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  • Registered Client Service

    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
    Morgan Stanley (04/18/24)
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  • Registered Wealth Management Client…

    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 make ... us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include… more
    Bank of America (03/21/24)
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  • Registered Wealth Investment…

    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 ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… more
    Citigroup (04/16/24)
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