- 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 ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Morgan Stanley (Ponte Vedra Beach, FL)
- …EOE committed to diversifying its workforce. M/F/D/V **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate **Location:** ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Mirador (Jacksonville, FL)
- …maintain effective relationships. -Strong understanding of financial instruments -Experience with RIA/ Wealth Management Policies, Procedures and Client ... U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting...account and asset set-up & classification + Data feed management + Create custom reports based on client… more
- Equitable (Jacksonville, FL)
- Wealth Management Associate - FL, Jacksonville (4058) ( 220000GY ) **Primary Location** : UNITED STATES-FL-Jacksonville **Other Locations** : UNITED ... STATES-FL-OCALA **Organization** : Equitable Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in… more
- Citigroup (Jacksonville, FL)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... The Licensed Client Service Assoc is a developing professional role...+ Ability to multi-task with strong organizational and time management skills per the needs of banker teams and… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... 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
- KPMG (Jacksonville, FL)
- **Business Title:** Senior Associate , Disaster Recovery **Requisition Number:** 111234 - 23 **Function:** Advisory **Area of Interest:** **State:** FL **City:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- HUB International (Jacksonville, FL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 13,000 employees in 475+ ... support and involvement through HUB Gives** We currently have an opportunity for Client Service Assistant to join our Florida Personal Lines team. The selected… more
- DLP Capital (St. Augustine, FL)
- The Investor Outreach Associate is responsible for providing a world-class investor onboarding experience and delivering exemplary ongoing service to the DLP ... investment accounts into the DLP Capital sponsored funds. The Investor Outreach Associate will actively reach out to investors post onboarding to solicit feedback… more
- Mirador (Jacksonville, FL)
- …services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family ... Offices, Wealth and Asset Managers, and Foundations throughout the United...database + Downloading, organizing, and renaming files + Document management + Creating, circulating, and tracking LOAs (Letter of… more