- Citigroup (Fort Lauderdale, FL)
- …Initiative. Replacement for Ana Rocha (AR42922) termed on 04/15/2025. **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time ... _The_ _Client Service Associate (CSA)_ _has a strong background in KYC...with the assigned Wealth Relationship Manager / Wealth Advisor / Client Specialist to walk… more
- Citigroup (Miami, FL)
- …Suite **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Client Services Associate is a developing...Private Bankers, RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment Counselors +… more
- Citigroup (Miami, FL)
- …acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Licensed Client Service Associate is a developing...team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the… more
- First Horizon Bank (Plantation, 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...southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and… more
- First Horizon Bank (Fort Lauderdale, 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...southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and… more
- First Horizon Bank (Miami Lakes, FL)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... capabilities, legal/regulatory/compliance matters, sharing sales success, and competitive or client opportunities surrounding Treasury Management. + Monitors the market… more