- Bank of America (St. Petersburg, FL)
- Wealth Management Client Associate Saint Petersburg, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Regions Bank (Sarasota, FL)
- … Wealth Relationship Specialist will be responsible for supporting a Private Wealth management team and rendering an extraordinary high level of services ... to private wealth management clients. **Primary Responsibilities** + Facilitates...Facilitates day to day basic transactional needs of the client base, including processing deposits, payments, transfers or other… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with large, complex cross-functional systems and processes. + Financial services/ wealth management experience preferred. + Knowledge of the following ... is preferred + Chartered Financial Consultants (ChFC) is preferred + An accredited Wealth Management Advisor (AWMA) is preferred **Travel:** + 5% **Job:**… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …experience managing call center operations. + Candidates with a strong background in wealth management processes, client servicing, and a deep understanding ... including (but not limited to): scheduling, KPIs, forecasting, and effective workforce management , is crucial. You are expected to have strong experience in… more