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Search Results for Client Associate
- Wbs Client Associate
- Wells Fargo - Florida
- Banking / Mortgage
- Assists financial consultants by providing sales and servicing support. Duties may include: scheduling appointments for new and existing customers; monitoring and tracking referrals and sales results; issuing sales/marketing information to clients; providing customer service via telephone and written correspondence; solving operational issues; preparing sales packages; ordering supplies; coordinating appointment books; maintaining file system for prospective and existing customers; processing customer service requests (address changes, statement copies, etc.). Acts as the liaison for all (see more)
- Wfa Client Associate
- Wells Fargo - Ft. Myers/Naples, Florida
- Banking / Mortgage
- Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, typing letters, forms and reports, correspondence and the preparation of FA directed marketing campaigns. Handles telephone calls and or responds to other inquiries and/or requests for research reports (see more)
- Wbs Client Associate
- Wells Fargo - Ft. Lauderdale, Florida
- Banking / Mortgage
- Assists financial consultants by providing sales and servicing support. Duties may include: scheduling appointments for new and existing customers; monitoring and tracking referrals and sales results; issuing sales/marketing information to clients; providing customer service via telephone and written correspondence; solving operational issues; preparing sales packages; ordering supplies; coordinating appointment books; maintaining file system for prospective and existing customers; processing customer service requests (address changes, statement copies, etc.). Acts as the liaison for all (see more)
- Registered Client Associate - Gainesville, FL
- BOA - Gainesville/Jacksonville, Florida
- Banking / Mortgage
- OPPORTUNITY FOR ACHIEVEMENT™... At Bank of America we take great pride in creating career opportunities for our associates - and we provide them with the training and support they need to achieve their goals. Bank of America is seeking professional and motivated candidates interested in the following opportunity: The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. (see more)
- RS-Client Service, Associate 1
- State Street Bank - Gainesville/Jacksonville, Florida
- Other / Miscellaneous
- Regular/Temporary: Regular Processes daily and/or monthly checkruns by interacting with payment processing team and client to ensure input is received timely and errors are resolved and payroll is balanced. Provides accurate and timely reporting to management and clients which may include payment registers, deduction, registers, tax registers, and custom query reports. Process daily requests including stops/reissues, return to trust and address, tax, ACH changes. Requests and confirms funding with clients, vendors and/or trust contact. Resolves reconciliation items. Performs (see more)
- Client Service Associate - Miami, FL
- citi - Miami, Florida
- Other / Miscellaneous
- Description Assist Financial Advisors and clients with administrative and operational support. Responsibilities -- Answer phones, take messages, and respond to calls when appropriate. -- Give clients market quotes. -- Utilize support information available through Firm training. -- Type correspondence for Financial Advisor, following Firm guidelines. -- Maintain files for Financial Advisors on clients and products. -- Provide follow-up with clients and operations staff. -- Obtain investment and product information for Financial Advisor. -- Perform other duties, as assigned by Management. (see more)
- Client Service Associate - Miami, FL- 11047350
- Citi - Miami, Florida
- Banking / Mortgage
- Office Location / Address: 8750 Doral Boulevard, Miami, FL 33178 Education Level: High School Diploma/GED Shift: Day Job Employee Status: Regular Personal Wealth Management (PWM) provides financial planning and wealth management services via our Citibank branch-based advisors and centralized service centers. PWM will lead efforts to dramatically expand our personal wealth management capabilities and provide customers with simple, transparent solutions. The goal for CPWM is to lead the industry in client-centric investments. DescriptionAssist Financial Advisors and clients with (see more)
- Senior Client Service Associate (FARS)
- Morgan Stanley - Tampa, Florida
- Banking / Mortgage
- Job Title: Senior Client Service Associate (FARS)Profession: Banking -> Investment BankingPosition Type: Part-Time Job Level: Non-Exempt Position Description Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. (see more)
- Registered Client Service Associate
- Morgan Stanley - Tampa, Florida
- Banking / Mortgage
- Job Title: Registered Client Service AssociateProfession: Banking -> Investment BankingThe associate will provide world-class customer service to our client base. The associate will ensure that all service requests are handled in a timely and accurate manner and if there are any issues they will work to resolve these and escalate on a case-by-case basis. The associate must work to ensure that all call quality standards are met and/or exceeded and will further work to ensure a high quality of customer service with each client interaction. The associate will identify cross-sell (see more)
- Client Delivery Associate
- eMason, Inc. - St. Petersburg, Florida
- Consulting
- Job Title: Client Delivery AssociateProfession: Analysis/Consulting/Project Management -> Business Analysis (Software Implementation)The Client Delivery Associate works under the guidance of the Client Delivery Manager (CDM) to ensure the successful delivery and completion of eMASON Clarifire application implementations and related projects for a designated client(s). The incumbent is responsible for combining deep business experience, technology understanding, prior experience in focused Lines of Business (LOB), and integration of services from internal technology groups to deliver (see more)
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