- Bank of America (Ponte Vedra Beach, FL)
- Wealth Management Client Associate Ponte Vedra Beach, Florida **Job Description:** Merrill Wealth Management is a leading provider of ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Equitable (Jacksonville, FL)
- Wealth Management Associate - FL, Jacksonville (4058) ( 220000GY ) **Primary Location** : UNITED STATES-FL-Jacksonville **Other Locations** : UNITED ... + ** Client Engagement** : Build and nurture client relationships through networking events and portfolio management...financial professionals, empowering you to establish your career in wealth management + **Commissions and Bonus** :… 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 ... issues will be owned end to end by the associate and will be treated with a closed loop...from those teams. + Provides timely feedback to senior management to identify client pain points and… more
- Regions Bank (Jacksonville, FL)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client ... services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or GED and eleven… more
- Citigroup (Jacksonville, FL)
- …in assisting clients open a new Self-directed account with Citi Personal Wealth Management . **Responsibilities:** + Fully accountable for servicing and ... The Registered National Investor Center Account Opening Associate is a Client Service and...from those teams. + Provides timely feedback to senior management to identify client pain points and… 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+ ... and involvement through HUB Gives** **SUMMARY:** We currently have an opportunity for Client Service Assistant to join our Florida Personal Lines team. The selected… more
- First Horizon Bank (Jacksonville, FL)
- …needs and "handing off" the processing of these applications to the appropriate associate . Client experience + Research and resolve problems and respond to ... both teller and platform support as needed to keep client wait times to a minimum and to provide...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital… more
- First Horizon Bank (Ponte Vedra Beach, FL)
- …needs and "handing off" the processing of these applications to the appropriate associate . Client experience + Research and resolve problems and respond to ... both teller and platform support as needed to keep client wait times to a minimum and to provide...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital… more
- Bank of America (Jacksonville, FL)
- …base with high volume trading products like equities, fixed income and wealth management . The Corproate Actions PROXY Associate acts as the main point of ... deadlines, high expectations, or unexpected challenges + Excellent time management and prioritization skills, making a plan, setting priorities,...and ways of working to better serve an evolving client base. + Believes in value of diversity so… more