- Raymond James Financial, Inc. (St. Petersburg, FL)
- …managing call center operations. + Candidates with a strong background in wealth management processes, client servicing , and a deep understanding of the ... and KPIs. You will exemplify strong expertise in functional areas under your management . You will interact extensively with senior leaders across the firm, including… more
- Morgan Stanley (Tampa, FL)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate ... clients resolve issues when answering inbound phone calls and servicing client accounts, to create an exceptional...providing a wide range of investment banking, securities, investment management and wealth management services.… more
- Citigroup (Tampa, FL)
- … Operations organization provides global operational support to deliver a seamless client experience across service channels. USPB and Wealth Operations is ... a unified operations team responsible for the servicing and operations support for USPB business and Citi...and operations support for USPB business and Citi Global Wealth (CGW) Operations. USPB and Wealth Operations… more
- HUB International (Tampa, FL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... is responsible for assisting Producers and other Account Managers with the servicing of assigned accounts in accordance with the practices, policies and procedures… more