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Search Results for Client Associate
- Registered Client Associate - Vero Beach, FL
- Bank of America Corp. - Melbourne, Florida
- Banking / Mortgage
- Title: Registered Client Associate - Vero Beach, FLLocation: US-FL-Vero BeachOther Locations: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. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also (see more)
- Client Services Associate
- ApTask - Miami, Florida
- Sales / Sales Management
- Our client is a financial services firm in Downtown, Miami that is looking for a Client Services Associate Candidate. Position pays upto $15/hr and assignment is 6 months with possibility of going longer term. Responsibilities: Acts as the liaison among customer, advisor operations, security operations, accounting and other banking groups on all custody / trust related issues. This function involves direct customer contact, settlement of security trades, authorization of cash movement, resolution of inquiries and substantial ERISA and securities product knowledge. The objective of this (see more)
- Client Service Associate CPB Latam Miami
- Citi - Miami, Florida
- Customer Service
- Reference Code: 12011871 Location: Miami, FL, USA Education Level: Bachelor's Degree Description The Client Associate role is a sales support position, providing dedicated operational and sales support to multiple Investment Counselors (IC), and serve as the main point of contact to established clients. Responsibilities Serve as the main point of contact for established clients Resolving client inquiries and complaints and determining which issues require immediate elevation to the IC or a member of the management team. Account administration and maintenance Place certain orders for (see more)
- Registered Client Service Associate
- Confidential - Miami, Florida
- Accounting / Finance
- Company Overview Leading local Broker Dealer seeking experienced support candidates for our Investment team. Job Description: Assist Financial Advisors in all phases of financial services while promoting client satisfaction by responding in a timely manner to Financial Advisor and client requests. Duties include: Facilitate trades in Financial Advisor's absence. Perform general clerical duties, such as handling the telephones, filing. Address and resolve client inquiries. Exposure to all Investment product areas. Prepare and maintain performance data for accounts. Job Requirements: Series 7 (see more)
- Client Associate (FP) - Part Time - Boca Raton, FL
- Bank of America Corp. - West Palm Beach, Florida
- Banking / Mortgage
- Title: Client Associate (FP) - Part Time - Boca Raton, FLLocation: US-FL-Boca RatonOther Locations: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. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but (see more)
- BD Registered Client Associate - Boca Raton, FL
- Bank of America Corp. - West Palm Beach, Florida
- Banking / Mortgage
- Title: BD Registered Client Associate - Boca Raton, FLLocation: US-FL-Boca RatonOther Locations: 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. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, (see more)
- Client Associate (Fully Paid) - Tampa, FL
- Bank of America Corp. - St. Petersburg, Florida
- Banking / Mortgage
- Title: Client Associate (Fully Paid) - Tampa, FLLocation: US-FL-TampaOther Locations: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. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also (see more)
- Registered Client Associate - St. Petersburg, FL
- Bank of America Corp. - St. Petersburg, Florida
- Banking / Mortgage
- Title: Registered Client Associate - St. Petersburg, FLLocation: US-FL-Saint PetersburgOther Locations: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. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, (see more)
- Registered Client Associate (Miami, FL) - Bilingual/Portugue
- Bank of America Corp. - Miami, Florida
- Banking / Mortgage
- Title: Registered Client Associate (Miami, FL) - Bilingual/Portuguese RequiredLocation: US-FL-MiamiOther Locations: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. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically (see more)
- Registered Client Associate - Miami, FL - Bilingual / Portug
- Bank of America Corp. - Miami, Florida
- Banking / Mortgage
- Title: Registered Client Associate - Miami, FL - Bilingual / Portuguese RequiredLocation: US-FL-MiamiOther Locations: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. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically (see more)
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